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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 %
DIM
2126
Delta Investment Management
California
$14.8M +$395K +936 +3%
FCA
2127
Fortis Capital Advisors
Kansas
$14.8M -$107K -257 -0.7%
TWM
2128
Tradition Wealth Management
Minnesota
$14.8M -$26.1K -62 -0.2%
CNBTD
2129
Citizens National Bank Trust Department
Mississippi
$14.8M +$138K +327 +0.9%
FSCM
2130
First Sabrepoint Capital Management
Texas
$14.8M
FBT
2131
First Bank & Trust
South Dakota
$14.7M +$39.2K +93 +0.3%
AF
2132
Apollon Financial
South Carolina
$14.7M +$658K +1,560 +5%
TWA
2133
TCI Wealth Advisors
Arizona
$14.7M +$130K +309 +0.9%
AFM
2134
Abbot Financial Management
Massachusetts
$14.7M +$47.2K +112 +0.3%
HI
2135
Humankind Investments
New York
$14.7M +$205K +487 +1%
HIP
2136
Harrell Investment Partners
Texas
$14.7M -$842K -1,997 -5%
TPWA
2137
TRUE Private Wealth Advisors
Oregon
$14.6M -$304K -721 -2%
AWM
2138
Aries Wealth Management
Maine
$14.6M -$210K -498 -1%
PL
2139
Plancorp LLC
Missouri
$14.6M +$647K +1,536 +5%
ZIG
2140
Zullo Investment Group
Pennsylvania
$14.6M -$16.9K -40 -0.1%
HBWM
2141
Hollow Brook Wealth Management
New York
$14.5M -$1.21M -2,877 -8%
SC
2142
Summa Corp
Texas
$14.5M -$469K -1,112 -3%
GFA
2143
Gifford Fong Associates
California
$14.5M
PIM
2144
Parker Investment Management
California
$14.5M -$580K -1,376 -4%
ZI
2145
ZEGA Investments
Florida
$14.4M +$14.4M +32,536 New
LWP
2146
LMG Wealth Partners
Louisiana
$14.4M +$175K +416 +1%
ABTD
2147
Arvest Bank Trust Division
Oklahoma
$14.4M -$100K -238 -0.7%
CCM
2148
Consolidated Capital Management
California
$14.4M +$4.64K +11 +0%
SGI
2149
Summit Global Investments
Utah
$14.4M -$4.52M -10,732 -24%
HVP
2150
Hudson Value Partners
Florida
$14.4M +$1.64M +3,893 +13%