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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 %
AIC
3001
Ayalon Insurance Company
Israel
$6.91M
KA
3002
KLCM Advisors
Wisconsin
$6.9M -$1.39M -3,300 -17%
WKSWA
3003
White Knight Strategic Wealth Advisors
New Jersey
$6.9M +$3.45M +8,196 +100%
FDS
3004
Freedom Day Solutions
Texas
$6.89M -$1.02M -2,418 -13%
PWA
3005
Physician Wealth Advisors
Utah
$6.89M +$197K +467 +3%
NC
3006
NewSquare Capital
Pennsylvania
$6.87M +$670K +1,589 +11%
CCM
3007
Cox Capital Management
Massachusetts
$6.86M -$40.9K -97 -0.6%
SMTF
3008
Sphera Management Technology Funds
Israel
$6.86M +$6.86M +16,280 New
WW
3009
Waterfront Wealth
Kansas
$6.86M +$236K +560 +4%
LA
3010
LexAurum Advisors
Kansas
$6.86M +$538K +1,276 +9%
CWM
3011
Concentrum Wealth Management
California
$6.86M +$260K +616 +4%
SMA
3012
Seven Mile Advisory
New Jersey
$6.85M +$605K +1,435 +10%
CCA
3013
Clearwater Capital Advisors
Illinois
$6.85M -$752K -1,784 -10%
BCM
3014
Boltwood Capital Management
California
$6.85M -$142K -338 -2%
HAC
3015
Harbor Advisory Corp
New Hampshire
$6.85M +$231K +548 +3%
SC
3016
Sierra Capital
Florida
$6.84M +$236K +561 +4%
ORG
3017
Optimist Retirement Group
Washington
$6.84M +$5.9K +14 +0.1%
WWC
3018
Waypoint Wealth Counsel
Georgia
$6.84M +$142K +338 +2%
SAM
3019
S.A. Mason
Michigan
$6.84M +$8.85K +21 +0.1%
1WM
3020
1858 Wealth Management
Ohio
$6.83M +$78K +185 +1%
AI
3021
Aperture Investors
New York
$6.82M
SC
3022
Stolper & Co
Oklahoma
$6.82M -$47.6K -113 -0.7%
ANB
3023
Amarillo National Bank
Texas
$6.82M -$48.5K -115 -0.7%
GWM
3024
Gray Wealth Management
Maine
$6.82M +$60.7K +144 +0.9%
WA
3025
Waddell & Associates
Tennessee
$6.82M +$634K +1,503 +10%