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Microsoft

5,785 hedge funds and large institutions have $2.27T invested in Microsoft in 2024 Q4 according to their latest regulatory filings, with 739 funds opening new positions, 2,478 increasing their positions, 2,196 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,785
Holders Change
+545
Holders Change %
+10.4%
% of All Funds
77%
Holding in Top 10
3,015
Holding in Top 10 Change
+183
Holding in Top 10 Change %
+6.46%
% of All Funds
40.13%
New
739
Increased
2,478
Reduced
2,196
Closed
95
Calls
$45.1B
Puts
$46.1B
Net Calls
-$981M
Net Calls Change
+$3.04B
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
651
Fortis Capital Management
Washington
$128M +$3.48M +8,250 +3%
HCM
652
Howland Capital Management
Massachusetts
$127M -$1.83M -4,330 -1%
CSIC
653
Clifford Swan Investment Counsel
California
$127M -$2.2M -5,225 -2%
VDI
654
Vaughan David Investments
Illinois
$127M -$2M -4,737 -2%
CA
655
Clearstead Advisors
Ohio
$127M -$2.38M -5,639 -2%
MAM
656
Meeder Asset Management
Ohio
$127M +$45.1M +106,990 +55%
WB
657
WesBanco Bank
West Virginia
$126M +$1.82M +4,316 +1%
DWP
658
Daymark Wealth Partners
Ohio
$126M +$348K +1,087 +0.3%
PCM
659
Palestra Capital Management
New York
$126M -$4.87M -11,558 -4%
CWM
660
Congress Wealth Management
Massachusetts
$126M -$9.36M -22,216 -7%
MJRIC
661
Mogy Joel R Investment Counsel
California
$123M -$173K -410 -0.1%
MME
662
Meag Munich Ergo
Germany
$122M -$1.93M -4,550 -2%
SAM
663
Shell Asset Management
Netherlands
$122M -$11.8M -28,001 -9%
CC
664
Chicago Capital
Illinois
$121M +$5.83M +13,821 +5%
HCMT
665
Highland Capital Management (Tennessee)
Tennessee
$121M -$1.15M -2,724 -0.9%
AAM
666
Advisors Asset Management
Colorado
$121M +$1.43M +3,389 +1%
CK
667
Cohen Klingenstein
New York
$120M -$14.3M -34,000 -11%
AWM
668
Apollon Wealth Management
South Carolina
$120M +$19.4M +46,111 +19%
CIC
669
Carnegie Investment Counsel
Ohio
$120M +$2.58M +6,113 +2%
MIP
670
Mondrian Investment Partners
United Kingdom
$119M -$2.58M -6,225 -2%
BG
671
Bollard Group
Massachusetts
$118M -$4.63M -10,973 -4%
ORI
672
Oak Ridge Investments
Illinois
$118M +$6.72M +15,934 +6%
IWC
673
Integrated Wealth Concepts
Massachusetts
$118M +$9.81M +23,280 +9%
TFP
674
Triple Frond Partners
California
$117M +$11.1M +26,314 +10%
BHIA
675
Birch Hill Investment Advisors
Massachusetts
$117M +$128K +304 +0.1%