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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 %
EFG
1776
Embree Financial Group
Illinois
$21.3M +$188K +446 +0.9%
MW
1777
Marcum Wealth
Ohio
$21.3M +$660K +1,566 +3%
NO
1778
Ninety One
South Africa
$21.2M -$14.7M -34,896 -41%
MCM
1779
Monarch Capital Management
Indiana
$21.2M -$13.1K -31 -0.1%
PM
1780
Phraction Management
Connecticut
$21.2M
HL
1781
HeadInvest LLC
Maine
$21.2M -$402K -953 -2%
IFWM
1782
Institute for Wealth Management
Colorado
$21.2M -$95.7K -227 -0.4%
LFG
1783
Larson Financial Group
Missouri
$21.2M +$4.94M +11,720 +30%
MSAM
1784
Moloney Securities Asset Management
Missouri
$21.2M -$407K -966 -2%
BFM
1785
Boothbay Fund Management
New York
$21.2M +$5.17M +12,258 +32%
CWA
1786
Consilio Wealth Advisors
Washington
$21.2M -$505K -1,198 -2%
IAM
1787
Impact Asset Management
$21.1M +$6.1M +14,465 +41%
LSA
1788
L & S Advisors
California
$21.1M -$258K -611 -1%
KF
1789
Krilogy Financial
Missouri
$21.1M +$1.6M +3,803 +8%
LTI
1790
Laffer Tengler Investments
Tennessee
$21.1M +$4.13M +9,806 +24%
RC
1791
RBF Capital
California
$21.1M
OMG
1792
One Madison Group
New York
$21.1M +$21.1M +50,000 New
CWM
1793
Connecticut Wealth Management
Connecticut
$21M +$278K +659 +1%
MCM
1794
Makena Capital Management
California
$21M +$3.2M +7,584 +18%
CWP
1795
CFM Wealth Partners
Texas
$21M -$38.4K -91 -0.2%
RIG
1796
Renaissance Investment Group
Massachusetts
$20.9M -$494K -1,171 -2%
RWB
1797
RMR Wealth Builders
New Jersey
$20.9M +$733K +1,739 +4%
CICI
1798
Capital Investment Counsel Inc
North Carolina
$20.9M -$544K -1,290 -3%
FI
1799
Financial Insights
Washington
$20.9M -$5.4M -12,822 -21%
KP
1800
Keel Point
Alabama
$20.9M +$848K +2,013 +4%