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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 %
VSAM
4651
Value Star Asset Management
Hong Kong
$1.69M -$843K -2,000 -33%
FWSM
4652
First Wilshire Securities Management
California
$1.69M
VBWMG
4653
Von Berge Wealth Management Group
California
$1.69M -$11.6K -28 -0.7%
WAM
4654
Worth Asset Management
Texas
$1.68M -$94.8K -225 -5%
RWM
4655
Reston Wealth Management
Virginia
$1.68M -$13.1K -31 -0.8%
LFA
4656
LGT Financial Advisors
Texas
$1.68M +$394K +935 +31%
FC
4657
Farringdon Capital
United Kingdom
$1.67M +$1.67M +3,972 New
YCM
4658
Yost Capital Management
Texas
$1.67M
PS
4659
Portfolio Strategies
New York
$1.67M +$13.9K +33 +0.8%
SIA
4660
Sovereign Investment Advisors
Arizona
$1.67M +$1.67M +3,962 New
CWM
4661
Centricity Wealth Management
Ohio
$1.67M +$1.67M +3,958 New
IDA
4662
Intelligence Driven Advisers
California
$1.67M +$103K +244 +7%
YCG
4663
Yeomans Consulting Group
Georgia
$1.67M +$104K +247 +7%
WAG
4664
Wiser Advisor Group
Arizona
$1.67M +$47.6K +113 +3%
CWA
4665
Cascade Wealth Advisors
Washington
$1.66M +$12.6K +30 +0.8%
TAM
4666
Tucker Asset Management
Colorado
$1.66M -$141K -335 -8%
BCA
4667
Bay Capital Advisors
Virginia
$1.66M +$1.66M +3,946 New
HI
4668
Harper Investing
California
$1.66M -$104K -247 -6%
BGA
4669
Battery Global Advisors
Massachusetts
$1.66M +$843 +2 +0.1%
FWMM
4670
Foundation Wealth Management (Missouri)
Missouri
$1.65M +$138K +327 +9%
RGF
4671
Retirement Guys Formula
Ohio
$1.65M +$42.1K +100 +3%
PPW
4672
Pasadena Private Wealth
California
$1.65M +$1.26K +3 +0.1%
HCP
4673
Hardin Capital Partners
South Carolina
$1.65M +$6.74K +16 +0.4%
GCWM
4674
Guided Capital Wealth Management
Texas
$1.65M +$1.65M +3,916 New
IAA
4675
Ironsides Asset Advisors
North Carolina
$1.65M +$223K +529 +16%