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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 %
PWAM
2476
Papamarkou Wellner Asset Management
New York
$10.5M +$10.5M +24,968 New
CIM
2477
Corda Investment Management
Texas
$10.5M +$360K +854 +4%
WHGC
2478
Wealth High Governance Capital
Brazil
$10.5M +$10.5M +24,962 New
BCA
2479
Bray Capital Advisors
Florida
$10.5M -$2.23M -5,290 -17%
SFS
2480
Summit Financial Strategies
Ohio
$10.5M -$112K -265 -1%
WIM
2481
Westside Investment Management
California
$10.5M +$9.27K +22 +0.1%
BW
2482
Bison Wealth
Georgia
$10.5M -$8.63M -20,467 -45%
UOC
2483
UBS O'Connor
Illinois
$10.5M +$5.36M +12,722 +105%
NC
2484
Naman Capital
Brazil
$10.5M -$4.97M -11,800 -32%
WRCM
2485
Whale Rock Capital Management
Massachusetts
$10.5M -$144M -342,153 -93%
BCPWM
2486
Bradley & Co Private Wealth Management
Florida
$10.4M +$10.4M +24,791 New
VBCG
2487
Valley Brook Capital Group
Pennsylvania
$10.4M +$102K +242 +1%
HA
2488
Hamel Associates
New Jersey
$10.4M -$121K -287 -1%
AA
2489
Alta Advisers
United Kingdom
$10.4M +$1.57M +3,724 +18%
SIAP
2490
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10.4M +$190K +451 +2%
CE
2491
Cornerstone Enterprises
Wisconsin
$10.4M -$59.4K -141 -0.6%
MA
2492
MJP Associates
Connecticut
$10.4M +$859K +2,038 +9%
FPTW
2493
Franklin, Parlapiano, Turner & Welch
Texas
$10.4M -$91.5K -217 -0.9%
OFS
2494
OMC Financial Services
New York
$10.4M +$193K +459 +2%
CBB
2495
Citizens Business Bank
California
$10.4M -$3.46M -6,280 -25%
CWAG
2496
Compton Wealth Advisory Group
Virginia
$10.4M +$357K +847 +4%
MVA
2497
Mount Vernon Associates
Maryland
$10.4M +$5.06K +12 +0%
DCM
2498
DGS Capital Management
New Jersey
$10.4M +$291K +690 +3%
WIM
2499
WealthPlan Investment Management
Nebraska
$10.4M +$18.1K +43 +0.2%
VCM
2500
Vivaldi Capital Management
Illinois
$10.4M +$1.82M +4,190 +21%