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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 %
GEA
1651
Glen Eagle Advisors
New Jersey
$24.2M -$276K -655 -1%
MWM
1652
Mattern Wealth Management
Kansas
$24.2M -$1.36M -3,225 -5%
NW
1653
Naviter Wealth
Arkansas
$24.1M +$5.04M +11,954 +26%
RZH
1654
Relyea Zuckerberg Hanson
Connecticut
$24.1M +$10M +23,761 +71%
FM
1655
Foster & Motley
Ohio
$24.1M -$436K -1,035 -2%
CAAS
1656
Capital Asset Advisory Services
Michigan
$24.1M +$1.68M +3,978 +8%
RA
1657
RFG Advisory
Alabama
$24.1M +$2.71M +6,428 +13%
GAG
1658
GM Advisory Group
New York
$24M +$1.5M +3,552 +7%
FTC
1659
Farmers Trust Company
Ohio
$24M +$165K +391 +0.7%
ACA
1660
Atlas Capital Advisors
Wyoming
$24M +$17.8M +42,162 +287%
FWTB
1661
First Western Trust Bank
Colorado
$24M -$701K -1,662 -3%
SACTSONJ
1662
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$23.9M -$1.1M -2,600 -4%
AWM
1663
Avior Wealth Management
Nebraska
$23.9M -$533K -1,264 -2%
SFO
1664
Stokes Family Office
Louisiana
$23.9M +$893K +2,118 +4%
FM
1665
Family Management
New York
$23.8M +$782K +1,893 +3%
RIA
1666
Regal Investment Advisors
Michigan
$23.8M -$1.63M -3,860 -6%
CPA
1667
Court Place Advisors
Maryland
$23.8M -$1.12M -2,652 -4%
1IA
1668
1834 Investment Advisors
Wisconsin
$23.8M -$1M -2,373 -4%
PRRFG
1669
Paul R. Ried Financial Group
Washington
$23.8M +$23.8M +56,394 New
CCT
1670
Chemung Canal Trust
New York
$23.7M -$880K -2,088 -4%
CT
1671
Clearstead Trust
Maine
$23.7M +$3.57M +8,474 +18%
HC
1672
Hillman Company
Pennsylvania
$23.7M
CCM
1673
Copeland Capital Management
Pennsylvania
$23.7M -$3.73M -8,858 -14%
CAM
1674
Cozad Asset Management
Illinois
$23.7M +$153K +363 +0.7%
PCM
1675
Princeton Capital Management
New Jersey
$23.7M -$228K -542 -1%