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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 %
CWM
3326
Compass Wealth Management
Connecticut
$5.57M -$75K -178 -1%
SMH
3327
Sanders Morris Harris
Texas
$5.57M -$225K -530 -4%
HIM
3328
Hillsdale Investment Management
Ontario, Canada
$5.56M -$811K -1,924 -13%
AWP
3329
Accretive Wealth Partners
New Jersey
$5.56M -$13.9K -33 -0.2%
WAC
3330
William Allan Corp
Colorado
$5.55M +$63.2K +150 +1%
STB
3331
S&T Bank
Pennsylvania
$5.55M -$517K -1,227 -9%
EGA
3332
E&G Advisors
Texas
$5.55M +$85.1K +202 +2%
BSSFA
3333
Baron Silver Stevens Financial Advisors
Florida
$5.55M +$66.2K +157 +1%
EFL
3334
ERn Financial LLC
Wisconsin
$5.54M +$245K +581 +5%
AGP
3335
Aspire Growth Partners
Florida
$5.54M +$5.54M +13,157 New
SIA
3336
SkyView Investment Advisors
New Jersey
$5.54M +$826K +1,960 +18%
SP
3337
SIH Partners
Delaware
$5.54M +$5.54M +13,139 New
EAM
3338
Empirical Asset Management
Massachusetts
$5.54M +$3.98M +312,051 +256%
PP
3339
Patron Partners
Texas
$5.53M +$99.5K +236 +2%
SCA
3340
Sulzberger Capital Advisors
Florida
$5.53M +$5.53M +13,129 New
AA
3341
Aire Advisors
California
$5.52M +$130K +309 +2%
PCA
3342
Peddock Capital Advisors
Massachusetts
$5.52M +$64.9K +154 +1%
VWMG
3343
Virginia Wealth Management Group
Virginia
$5.51M +$24K +57 +0.4%
RCM
3344
Raleigh Capital Management
North Carolina
$5.5M +$247K +585 +5%
FIM
3345
Fernwood Investment Management
Massachusetts
$5.49M -$233K -553 -4%
HSWM
3346
Hubbell Strickland Wealth Management
Louisiana
$5.49M -$178K -423 -3%
UWPG
3347
Ullmann Wealth Partners Group
Florida
$5.48M +$239K +567 +5%
BFA
3348
Brown Financial Advisors
Ohio
$5.48M +$745K +1,768 +16%
SPWG
3349
Syntegra Private Wealth Group
Missouri
$5.47M +$104K +247 +2%
IAG
3350
Investment Advisory Group
Massachusetts
$5.46M +$246K +583 +5%