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 %
LAIC
2451
Lederer & Associates Investment Counsel
California
$10.8M -$242K -574 -2%
GDP
2452
Great Diamond Partners
Maine
$10.7M -$188K -445 -2%
KWS
2453
Keystone Wealth Services
California
$10.7M +$421K +999 +4%
RCM
2454
Radnor Capital Management
Pennsylvania
$10.7M -$1.93M -4,577 -15%
SC
2455
Settian Capital
New York
$10.7M
KA
2456
Kercheville Advisors
Texas
$10.7M +$625K +1,483 +6%
RCM
2457
RB Capital Management
Nevada
$10.7M -$6.74K -16 -0.1%
AG
2458
Advocate Group
Minnesota
$10.6M -$463K -1,099 -4%
LCM
2459
Liberty Capital Management
Michigan
$10.6M -$313K -742 -3%
SFA
2460
Souders Financial Advisors
Ohio
$10.6M -$1.24M -2,944 -10%
SAS
2461
Stelac Advisory Services
New York
$10.6M -$86K -204 -0.8%
WMA
2462
West Michigan Advisors
Michigan
$10.6M -$226K -535 -2%
OFS
2463
OneAscent Financial Services
Alabama
$10.6M +$3.99M +9,457 +60%
DWM
2464
Drive Wealth Management
Utah
$10.6M +$192K +455 +2%
HIM
2465
Herald Investment Management
United Kingdom
$10.6M -$318K -755 -3%
TIM
2466
Tikehau Investment Management
France
$10.6M -$1.19M -2,819 -10%
TCM
2467
Tradewinds Capital Management
Washington
$10.6M +$1.95M +4,637 +23%
PP
2468
Pacifica Partners
Canada
$10.6M -$133K -317 -1%
RMP
2469
Richards, Merrill & Peterson
Washington
$10.6M +$10.6M +25,111 New
CAWM
2470
Capital Advisors Wealth Management
Washington
$10.6M +$812K +1,926 +8%
EC
2471
Enhancing Capital
Pennsylvania
$10.6M +$10.6M +25,037 New
IA
2472
IFC Advisors
California
$10.5M +$10.5M +25,029 New
TCG
2473
Transcendent Capital Group
Oklahoma
$10.5M +$251K +596 +2%
MCM
2474
Marathon Capital Management
Maryland
$10.5M +$111K +263 +1%
PA
2475
Proem Advisors
Texas
$10.5M +$10.5M +25,000 New