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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 %
HIA
1251
Harbor Investment Advisory
Maryland
$38.9M +$199K +747 +0.5%
MWM
1252
Merriman Wealth Management
Washington
$38.9M +$392K +930 +1%
PNAA
1253
Pictet North America Advisors
Switzerland
$38.9M -$884K -2,107 -2%
ST
1254
Smithfield Trust
Pennsylvania
$38.8M -$55.2K -131 -0.1%
IA
1255
IFP Advisors
Florida
$38.8M +$6.17M +14,637 +19%
DA
1256
Dash Acquisitions
California
$38.7M +$640K +1,432 +2%
GS
1257
GTS Securities
New York
$38.7M -$102M -241,470 -72%
OMC
1258
Overbrook Management Corp
New York
$38.6M -$81.4K -193 -0.2%
SI
1259
Sora Investors
Pennsylvania
$38.6M +$13.4M +31,673 +53%
CA
1260
CapWealth Advisors
Tennessee
$38.6M -$660K -1,567 -2%
MAP
1261
Managed Asset Portfolios
Michigan
$38.5M -$584K -1,385 -1%
KIA
1262
Knollwood Investment Advisory
Maryland
$38.4M +$291K +690 +0.8%
IAIM
1263
International Assets Investment Management
Florida
$38.4M -$16.1B -38,409,988 -100%
SWP
1264
Sagespring Wealth Partners
Tennessee
$38.3M +$38.3M +90,762 New
PVI
1265
Pine Valley Investments
New Jersey
$38.2M +$3.34M +7,919 +10%
LIM
1266
Lingotto Investment Management
United Kingdom
$38.2M -$6.14M -14,564 -14%
IIC
1267
Ironwood Investment Counsel
Arizona
$38.2M +$2.95K +7 +0%
SVWAG
1268
Sound View Wealth Advisors Group
Georgia
$38.1M +$1.41M +3,337 +4%
GIA
1269
Gladstone Institutional Advisory
Florida
$38M +$2.54M +6,030 +7%
VIP
1270
Vantage Investment Partners
Missouri
$38M -$293K -695 -0.8%
BAM
1271
Bell Asset Management
Australia
$37.9M -$169K -400 -0.4%
CCP
1272
Clough Capital Partners
Massachusetts
$37.8M -$10.6M -25,218 -22%
AAIM
1273
American Assets Investment Management
California
$37.8M
MIA
1274
MainStreet Investment Advisors
Illinois
$37.7M -$805K -1,911 -2%
HAIM
1275
Hunter Associates Investment Management
Pennsylvania
$37.7M -$214K -507 -0.6%