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 %
IPW
2001
Inlet Private Wealth
Florida
$16.7M -$99.5K -236 -0.6%
NP
2002
Nilsine Partners
Colorado
$16.7M +$2.11M +5,004 +14%
SPG
2003
Strategic Planning Group
Utah
$16.7M +$735K +1,743 +5%
TCCM
2004
Timber Creek Capital Management
Massachusetts
$16.7M +$177K +420 +1%
AWE
2005
Avidian Wealth Enterprises
Texas
$16.7M +$269K +639 +2%
BA
2006
Birinyi Associates
Connecticut
$16.6M -$633K -1,501 -4%
MWA
2007
Moser Wealth Advisors
Washington
$16.6M -$419K -995 -2%
GMFG
2008
Greater Midwest Financial Group
Minnesota
$16.6M +$2.13M +5,061 +15%
EA
2009
Enclave Advisors
Texas
$16.6M -$727K -1,725 -4%
DTC
2010
Davidson Trust Company
Washington
$16.6M +$411K +976 +3%
GAM
2011
Grandview Asset Management
Pennsylvania
$16.5M +$16.5M +39,261 New
SC
2012
Savoie Capital
Illinois
$16.5M
CA
2013
CoreCap Advisors
Michigan
$16.5M -$324K -768 -2%
ACP
2014
Aviance Capital Partners
Florida
$16.5M +$534K +1,266 +3%
SC
2015
Searle & Co
Connecticut
$16.5M +$273K +647 +2%
SGA
2016
Strategic Global Advisors
California
$16.5M -$2.35M -5,575 -12%
GSEP
2017
Golden State Equity Partners
California
$16.5M +$15.2M +35,986 +1,179%
TIP
2018
Torray Investment Partners
Maryland
$16.4M +$208K +494 +1%
CCAM
2019
Codex Capital Asset Management
Texas
$16.4M
HTIM
2020
Harbour Trust & Investment Management
Indiana
$16.4M +$642K +1,522 +4%
TL
2021
Tradewinds LLC
North Carolina
$16.4M +$244K +596 +2%
MCM
2022
Mattern Capital Management
Colorado
$16.4M +$142K +337 +0.9%
RWA
2023
Roberts Wealth Advisors
California
$16.4M +$37.9K +89 +0.2%
OSNBOA
2024
Old Second National Bank of Aurora
Illinois
$16.4M -$18.1K -43 -0.1%
AO
2025
Advisor OS
Illinois
$16.4M +$37.1K +88 +0.2%