MSFT icon

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 %
BWAM
1751
Boyd Watterson Asset Management
Ohio
$21.8M -$14.3K -34 -0.1%
PT
1752
Plimoth Trust
Massachusetts
$21.8M -$147K -349 -0.7%
WCM
1753
Weik Capital Management
Pennsylvania
$21.7M -$116K -275 -0.5%
JGC
1754
J. Goldman & Co
New York
$21.7M +$21.7M +51,502 New
RP
1755
Rowlandmiller & Partners
Georgia
$21.6M -$235K -557 -1%
FC
1756
Farley Capital
New York
$21.6M
MAM
1757
Mystic Asset Management
Rhode Island
$21.6M +$9.56M +22,682 +79%
RHDIC
1758
R.H. Dinel Investment Counsel
California
$21.6M -$379K -900 -2%
MBT
1759
Montecito Bank & Trust
California
$21.6M -$13.5K -32 -0.1%
LOIM
1760
Liberty One Investment Management
Illinois
$21.6M +$705K +1,673 +3%
PDL
1761
Portfolio Design Labs
California
$21.6M +$4.28M +10,156 +25%
GJCM
1762
Grand Jean Capital Management
California
$21.6M -$990K -2,349 -4%
AWA
1763
Arete Wealth Advisors
Illinois
$21.5M +$5M +11,849 +30%
SAM
1764
Strategy Asset Managers
California
$21.5M -$31.2K -74 -0.1%
PGDP
1765
Pragma Gestao de Patrimonio
Brazil
$21.5M +$7.17M +17,000 +50%
LCC
1766
Lincoln Capital Corp
Rhode Island
$21.5M -$65.3K -155 -0.3%
SWC
1767
Spectrum Wealth Counsel
Indiana
$21.4M -$136K -323 -0.6%
TPI
1768
Trust Point Inc
Wisconsin
$21.4M +$2.44M +5,794 +13%
CCM
1769
Condor Capital Management
New Jersey
$21.4M -$358K -849 -2%
WAS
1770
WESPAC Advisors SoCal
California
$21.4M -$368K -873 -2%
PFBT
1771
Parkside Financial Bank & Trust
Missouri
$21.3M +$1.04M +2,464 +5%
HH
1772
HWG Holdings
Texas
$21.3M -$1.3M -3,093 -6%
NI
1773
Natural Investments
California
$21.3M +$21.3M +50,589 New
SWM
1774
Stockman Wealth Management
Montana
$21.3M +$252K +599 +1%
MSFP
1775
Mark Sheptoff Financial Planning
Connecticut
$21.3M