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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 %
SA
1826
Skyline Advisors
Washington
$20.1M -$403K -956 -2%
AWP
1827
Ascent Wealth Partners
New York
$20.1M +$1.18M +2,794 +6%
MAM
1828
Morse Asset Management
Connecticut
$20M -$8.37M -19,848 -29%
VAS
1829
Vestmark Advisory Solutions
Massachusetts
$20M +$2.87M +6,806 +17%
LHC
1830
Little House Capital
Massachusetts
$20M +$38.4K +91 +0.2%
OC
1831
Oakworth Capital
Alabama
$20M -$564K -1,337 -3%
BA
1832
Bellwether Advisors
Nebraska
$20M +$2.52M +5,979 +14%
NAMM
1833
NorthStar Asset Management (Massachusetts)
Massachusetts
$20M -$711K -1,686 -3%
PCM
1834
Penserra Capital Management
California
$20M +$15.4M +36,472 +336%
OFG
1835
Oxford Financial Group
Indiana
$19.9M -$5.31M -12,589 -21%
SSI
1836
Scott & Selber Inc
Texas
$19.9M -$465K -1,103 -2%
FAM
1837
Formidable Asset Management
Ohio
$19.9M -$40.5K -96 -0.2%
BIA
1838
Biondo Investment Advisors
Pennsylvania
$19.9M -$30.3K -72 -0.2%
MFWM
1839
Motley Fool Wealth Management
Virginia
$19.8M -$660K -1,576 -3%
ACA
1840
Aspire Capital Advisors
Washington
$19.8M +$570K +1,352 +3%
HW
1841
Hedeker Wealth
Illinois
$19.8M +$94.4K +224 +0.5%
SC
1842
Scholtz & Company
Connecticut
$19.8M -$93.6K -222 -0.5%
C
1843
Certuity
Florida
$19.8M -$852K -2,021 -4%
SWM
1844
Silverlake Wealth Management
Vermont
$19.8M +$169K +402 +0.9%
AL
1845
Aspiriant LLC
California
$19.7M +$458K +1,086 +2%
IJWM
1846
Inman Jager Wealth Management
Mississippi
$19.7M +$19.7M +46,791 New
MWA
1847
Miller Wealth Advisors
Colorado
$19.7M -$1.69K -4 -0%
NAS
1848
Nicolet Advisory Services
Wisconsin
$19.7M +$465K +1,109 +2%
WTFG
1849
Wells Trecaso Financial Group
Ohio
$19.7M -$340K -806 -2%
BIC
1850
Beach Investment Counsel
Pennsylvania
$19.7M -$2.74M -6,494 -12%