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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 %
PP
1951
PDS Planning
Ohio
$17.6M +$730K +1,732 +4%
RGC
1952
Roberts, Glore & Co
Illinois
$17.6M -$73.3K -174 -0.4%
FWP
1953
FAS Wealth Partners
Kansas
$17.6M +$244K +578 +1%
MCM
1954
Manchester Capital Management
Vermont
$17.5M -$24.4K -58 -0.1%
AWA
1955
Artemis Wealth Advisors
New York
$17.5M +$3.8M +9,008 +28%
LOPW
1956
Live Oak Private Wealth
North Carolina
$17.5M -$1.17M -2,785 -6%
CPC
1957
Consolidated Planning Corp
Georgia
$17.5M +$2.34M +5,561 +15%
OL
1958
one8zero8 LLC
North Carolina
$17.5M +$17.5M +41,446 New
HCA
1959
Harbor Capital Advisors
Illinois
$17.5M -$342K -812 -2%
MCM
1960
Morton Capital Management
California
$17.5M -$149K -353 -0.8%
NCGI
1961
Next Century Growth Investors
Minnesota
$17.5M +$658K +1,560 +4%
MKA
1962
M. Kulyk & Associates
Georgia
$17.4M -$871K -2,066 -5%
FHWM
1963
Fox Hill Wealth Management
Massachusetts
$17.4M -$580K -1,375 -3%
SFP
1964
Sandbox Financial Partners
Maryland
$17.4M +$195K +462 +1%
CFS
1965
CRA Financial Services
New Jersey
$17.4M +$42.6K +101 +0.2%
GLR
1966
Great Lakes Retirement
Ohio
$17.4M -$4.22K -10 -0%
CPL
1967
Capital & Planning LLC
Georgia
$17.3M +$17.3M +41,086 New
KCPG
1968
Kavar Capital Partners Group
Kansas
$17.3M +$137K +325 +0.8%
LGWM
1969
Litman Gregory Wealth Management
California
$17.3M -$771K -1,830 -4%
QC
1970
Quent Capital
New York
$17.3M +$935K +2,219 +6%
EBSAM
1971
Eubel Brady & Suttman Asset Management
Ohio
$17.3M -$85.1K -202 -0.5%
LT
1972
Legacy Trust
Michigan
$17.2M +$266K +630 +2%
JHCP
1973
Jackson Hole Capital Partners
Oklahoma
$17.2M +$533K +1,265 +3%
CFP
1974
Catalyst Financial Partners
Massachusetts
$17.2M +$631K +1,497 +4%
TCM
1975
Thames Capital Management
New Jersey
$17.2M