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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 %
ECM
1026
Everence Capital Management
Indiana
$57.3M -$371K -880 -0.6%
SAM
1027
Sawgrass Asset Management
Florida
$57.3M -$4.27M -10,131 -7%
BFO
1028
Boston Family Office
Massachusetts
$57M +$222K +526 +0.4%
CB
1029
Cadence Bank
Mississippi
$57M +$2.78M +6,584 +5%
JWM
1030
Jackson Wealth Management
Florida
$56.9M +$736K +1,746 +1%
NAAA
1031
New Age Alpha Advisors
New York
$56.8M +$46.2M +109,727 +438%
HI
1032
Hoey Investments
Pennsylvania
$56.7M -$3.88M -9,208 -6%
TC
1033
Tairen Capital
Hong Kong
$56.5M +$56.5M +134,100 New
BFA
1034
Beaumont Financial Advisors
Massachusetts
$56.5M +$703K +1,668 +1%
PIM
1035
Penobscot Investment Management
Massachusetts
$56.4M -$468K -1,110 -0.8%
AA
1036
ALPS Advisors
Colorado
$56.1M +$1.02M +2,422 +2%
JWBC
1037
J.W. Burns & Co
New York
$56.1M -$765K -1,814 -1%
BFIM
1038
Beese Fulmer Investment Management
Ohio
$55.8M +$143K +339 +0.3%
CDDEC
1039
Caisse Des Depots Et Consignations
France
$55.7M +$55.7M +132,213 New
TCM
1040
Twin Capital Management
Pennsylvania
$55.6M +$1.87M +4,437 +3%
SIMG
1041
Sonora Investment Management Group
Arizona
$55.6M -$34.1K -81 -0.1%
Financial Engines Advisors
1042
Financial Engines Advisors
California
$55.6M +$23.1M +54,868 +71%
FPAS
1043
Focus Partners Advisor Solutions
Missouri
$55.5M +$16.2M +38,516 +41%
WOC
1044
West Oak Capital
California
$55.4M +$126K +30 +0.2%
ATPW
1045
Ashton Thomas Private Wealth
Arizona
$55.1M +$4.39M +10,425 +9%
SF
1046
Summit Financial
New Jersey
$55M +$4.86M +11,523 +10%
AMI
1047
Amica Mutual Insurance
Rhode Island
$55M -$2.81M -6,664 -5%
TFS
1048
Thoroughbred Financial Services
Tennessee
$54.9M -$507K -1,204 -0.9%
BOH
1049
Bank of Hawaii
Hawaii
$54.7M -$1.06M -2,518 -2%
YC
1050
Yarbrough Capital
Tennessee
$54.7M