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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 %
TCBWMS
2226
Texas Capital Bank Wealth Management Services
Texas
$13.2M +$150K +355 +1%
PPWM
2227
Paragon Private Wealth Management
Kentucky
$13.2M +$499K +1,185 +4%
CBT
2228
Crews Bank & Trust
Florida
$13.2M +$13.2M +31,300 New
CA
2229
Cornerstone Advisory
Maryland
$13.2M -$280K -686 -2%
LAM
2230
L2 Asset Management
Massachusetts
$13.2M -$3.66M -8,686 -22%
PIA
2231
Perennial Investment Advisors
California
$13.2M +$631K +1,497 +5%
TCM
2232
Telos Capital Management
California
$13.1M -$267K -633 -2%
G
2233
GenTrust
Florida
$13.1M +$6.05M +14,354 +85%
CMS
2234
Capital Market Strategies
Florida
$13.1M +$97.4K +231 +0.7%
SOW
2235
State of Wyoming
Wyoming
$13.1M +$9.71M +23,033 +286%
AC
2236
Asio Capital
Kentucky
$13.1M -$213K -506 -2%
NAMP
2237
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13.1M -$131K -310 -1%
SIM
2238
Sentry Investment Management
Wisconsin
$13.1M -$2.03M -4,806 -13%
FNBOMD
2239
First National Bank of Mount Dora
Florida
$13.1M -$24.9K -59 -0.2%
WCM
2240
Windward Capital Management
California
$13M -$203K -481 -2%
OL
2241
Optas LLC
Texas
$13M +$628K +1,490 +5%
PCS
2242
Personal CFO Solutions
New Jersey
$13M +$185K +439 +1%
SFG
2243
Stonebridge Financial Group
Pennsylvania
$13M +$13M +30,868 New
MFG
2244
MidWestOne Financial Group
Iowa
$13M +$211K +501 +2%
NB
2245
Nicolet Bankshares
Wisconsin
$13M +$290K +689 +2%
FIC
2246
FCG Investment Company
Tennessee
$13M +$1.19M +2,817 +10%
NFG
2247
Nadler Financial Group
Illinois
$13M +$103K +245 +0.8%
AIM
2248
ARK Investment Management
Florida
$13M +$148K +352 +1%
CA
2249
CGN Advisors
Kansas
$13M +$1.79M +4,238 +16%
BIM
2250
Baldwin Investment Management
Pennsylvania
$13M -$4.26M -10,099 -25%