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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 %
RWM
1701
Rockline Wealth Management
New York
$23.1M +$510K +1,210 +2%
DLCIG
1702
D.L. Carlson Investment Group
New Hampshire
$23.1M +$282K +670 +1%
EP
1703
Edgestream Partners
New Jersey
$23.1M +$1.73M +4,112 +8%
LG
1704
Leuthold Group
Minnesota
$23M -$830K -1,970 -3%
CFG
1705
Cooper Financial Group
California
$23M +$1.79M +4,248 +8%
BCB
1706
Brian C. Broderick
$23M +$730K +1,732 +3%
III
1707
Independent Investors Inc
New York
$23M -$42.2K -100 -0.2%
PCG
1708
PFC Capital Group
California
$23M -$149K -353 -0.6%
EWM
1709
Elevatus Welath Management
New York
$23M +$4.21M +9,999 +22%
SC
1710
Sepio Capital
Utah
$22.9M +$29.5K +70 +0.1%
WBC
1711
West Branch Capital
Massachusetts
$22.9M +$399K +947 +2%
GCS
1712
Gordian Capital (Singapore)
Singapore
$22.9M +$3.47M +8,220 +18%
MC
1713
Miramar Capital
Illinois
$22.8M +$155K +368 +0.7%
GPTE
1714
Generali Powszechne Towarzystwo Emerytalne
Poland
$22.8M
JSW
1715
Journey Strategic Wealth
New Jersey
$22.8M +$969K +2,299 +4%
CA
1716
Claro Advisors
Massachusetts
$22.8M -$1.45M -3,442 -6%
GWMR
1717
GC Wealth Management RIA
Massachusetts
$22.7M -$635K -1,507 -3%
CHC
1718
City Holding Co
West Virginia
$22.7M -$1.5M -3,568 -6%
CCM
1719
Campbell Capital Management
Florida
$22.7M -$281K -667 -1%
EFA
1720
Evernest Financial Advisors
Indiana
$22.6M -$27K -64 -0.1%
VAS
1721
Valicenti Advisory Services
New York
$22.6M -$241K -572 -1%
CC
1722
Cadinha & Co
Hawaii
$22.6M +$155K +368 +0.7%
CRB
1723
Chad R. Baker
$22.5M
DI
1724
Diligent Investors
California
$22.5M -$525K -1,246 -2%
AOWM
1725
Alpha Omega Wealth Management
Virginia
$22.5M -$75.9K -180 -0.3%