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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 %
CCM
1426
Cohen Capital Management
California
$31M +$285K +675 +0.9%
SWM
1427
SeaCrest Wealth Management
New York
$31M -$809K -1,920 -3%
SIM
1428
Stratos Investment Management
Ohio
$31M +$365K +866 +1%
FC
1429
Fulcrum Capital
Washington
$31M +$108K +257 +0.4%
OCAM
1430
Onex Canada Asset Management
Ontario, Canada
$31M
NFG
1431
Nations Financial Group
Iowa
$31M -$5.19M -12,324 -14%
MCM
1432
McRae Capital Management
New Jersey
$30.9M -$744K -1,766 -2%
AC
1433
Avestar Capital
New York
$30.9M +$2.28M +5,420 +8%
IB
1434
Intrust Bank
Kansas
$30.8M -$217K -514 -0.7%
RAM
1435
Rempart Asset Management
Canada
$30.8M -$987K -2,341 -3%
AF
1436
Ally Financial
Michigan
$30.8M +$15.2M +36,000 +97%
SPC
1437
Spirepoint Private Client
Florida
$30.7M +$3.06M +7,266 +11%
CIC
1438
Cutler Investment Counsel
Oregon
$30.7M -$668K -1,584 -2%
JWM
1439
JGP Wealth Management
Oregon
$30.7M +$546K +1,295 +2%
GIA
1440
GHP Investment Advisors
Colorado
$30.7M -$375K -890 -1%
GP
1441
Guardian Partners
Canada
$30.7M +$30.7M +72,241 New
PWW
1442
Pettyjohn Wood & White
Virginia
$30.6M -$275K -652 -0.9%
NCM
1443
Nelson Capital Management
California
$30.6M -$886K -2,101 -3%
FFBTD
1444
First Financial Bank - Trust Division
Ohio
$30.6M -$1.84M -4,361 -6%
AGM
1445
Aragon Global Management
Florida
$30.6M +$3.92M +9,310 +15%
RCM
1446
RNC Capital Management
California
$30.6M +$1.27M +3,017 +4%
IIM
1447
Intact Investment Management
Quebec, Canada
$30.5M +$16.3M +38,600 +114%
AC
1448
Apella Capital
Connecticut
$30.5M -$244K -579 -0.8%
CCFCSB
1449
Cape Cod Five Cents Savings Bank
Massachusetts
$30.4M
KWA
1450
Kingswood Wealth Advisors
California
$30.4M -$20.6M -48,774 -40%