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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 %
MC
1601
Middleton & Co
Massachusetts
$25.5M +$382K +906 +2%
CFGS
1602
Concourse Financial Group Securities
Alabama
$25.5M +$568K +1,273 +2%
MFS
1603
Madrona Financial Services
Washington
$25.5M +$151K +358 +0.6%
FMB
1604
Field & Main Bank
Kentucky
$25.4M -$123K -293 -0.5%
HKIM
1605
Hayek Kallen Investment Management
Alabama
$25.3M -$612K -1,451 -2%
DBG
1606
De Burlo Group
Massachusetts
$25.3M -$14.9M -35,350 -37%
ARAM
1607
Ardmore Road Asset Management
New York
$25.3M -$8.43M -20,000 -25%
CSUI
1608
Cincinnati Specialty Underwriters Insurance
Ohio
$25.3M
CCC
1609
Cable Car Capital
California
$25.3M +$25.3M +60,000 New
VCM
1610
Vision Capital Management
Oregon
$25.3M -$4.59M -10,883 -15%
RWM
1611
RKL Wealth Management
Pennsylvania
$25.3M +$970K +2,302 +4%
KC
1612
Knuff & Co
California
$25.3M -$273K -648 -1%
LWANC
1613
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.2M +$50.6K +120 +0.2%
AIIMS
1614
Analyst IMS Investment Management Services
Israel
$25.2M +$1.39M +3,294 +6%
GCM
1615
Goldstream Capital Management
Hong Kong
$25.2M +$1M +2,374 +4%
SMA
1616
Sage Mountain Advisors
Georgia
$25.2M +$2.58M +6,130 +11%
AF
1617
Advisornet Financial
Minnesota
$25.1M -$2.5M -5,930 -9%
T2I
1618
Turim 21 Investimentos
Brazil
$25.1M -$1.08M -2,613 -4%
SW
1619
Solidarity Wealth
Utah
$25.1M -$30.3K -72 -0.1%
AMCA
1620
Arthur M. Cohen & Associates
Illinois
$25.1M -$1.1M -2,618 -4%
ZF
1621
Zhang Financial
Michigan
$25M +$278K +660 +1%
RDWM
1622
Red Door Wealth Management
Tennessee
$25M +$1.75M +4,155 +8%
HI
1623
Hendershot Investments
Virginia
$25M +$196K +464 +0.8%
LIM
1624
Lathrop Investment Management
Arkansas
$25M -$686K -1,628 -3%
SB
1625
Strategic Blueprint
Georgia
$25M +$1.2M +2,857 +5%