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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 %
KF
3351
KKM Financial
Illinois
$5.46M +$469K +1,114 +9%
GW
3352
Griffith & Werner
Georgia
$5.46M +$5.46M +12,947 New
WCM
3353
WealthBridge Capital Management
Ohio
$5.46M +$103K +245 +2%
EFG
3354
Elm3 Financial Group
Georgia
$5.45M +$5.45M +12,941 New
LWM
3355
Lakeridge Wealth Management
Ohio
$5.44M -$28.2K -67 -0.5%
UW
3356
Unique Wealth
Florida
$5.43M +$432K +1,026 +9%
WPWM
3357
Western Pacific Wealth Management
Illinois
$5.43M -$185K -438 -3%
AIC
3358
Archer Investment Corporation
Indiana
$5.43M +$12.2K +29 +0.2%
SCM
3359
Stevens Capital Management
Pennsylvania
$5.43M -$9.42M -22,351 -63%
NLP
3360
Next Level Private
New York
$5.42M +$54.8K +130 +1%
HNWAG
3361
High Net Worth Advisory Group
Florida
$5.42M -$263K -625 -5%
B
3362
Barings
North Carolina
$5.41M +$310K +735 +6%
WCM
3363
Winthrop Capital Management
Indiana
$5.41M +$5.41M +12,726 New
BCM
3364
Bretton Capital Management
California
$5.4M
RFW
3365
Rainier Family Wealth
Washington
$5.39M +$5.39M +12,794 New
GWS
3366
Greykasell Wealth Strategies
California
$5.39M +$5.39M +12,776 New
HKAM
3367
Horizon Kinetics Asset Management
New York
$5.38M -$99.9K -237 -2%
KIM
3368
Kane Investment Management
California
$5.38M +$5.38M +12,767 New
LAM
3369
Lummis Asset Management
Texas
$5.38M -$1.51M -3,577 -22%
PPA
3370
Pacific Point Advisors
California
$5.37M +$5.37M +12,922 New
WWM
3371
WJ Wealth Management
Arizona
$5.37M -$512K -1,214 -9%
MMHP
3372
Murphy Middleton Hinkle & Parker
Georgia
$5.37M -$235K -558 -4%
EBA
3373
Eagle Bay Advisors
New York
$5.37M -$365K -867 -6%
IPAM
3374
Investment Partners Asset Management
New Jersey
$5.37M +$103K +245 +2%
HHAM
3375
HITE Hedge Asset Management
Massachusetts
$5.37M