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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 %
SAM
2026
Shikiar Asset Management
New York
$16.3M -$38.8K -92 -0.2%
PCR
2027
Potrero Capital Research
California
$16.3M
HWMO
2028
Heritage Wealth Management (Ohio)
Ohio
$16.3M -$260K -616 -2%
BAM
2029
Brave Asset Management
New Jersey
$16.3M -$657K -1,558 -4%
BI
2030
Bradyco Inc
Massachusetts
$16.2M +$16.2M +34,941 New
LPCM
2031
Lynwood Price Capital Management
Texas
$16.2M +$16.2M +38,500 New
BFA
2032
Benedict Financial Advisors
Georgia
$16.2M -$537K -1,275 -3%
HI
2033
Horizon Investments
North Carolina
$16.2M +$3.19M +7,562 +24%
WIS
2034
Wright Investors Service
Connecticut
$16.2M -$5.12M -12,149 -24%
SCA
2035
Stokes Capital Advisors
South Carolina
$16.2M +$286K +679 +2%
TBT
2036
Texas Bank & Trust
Texas
$16.2M +$16.2M +38,378 New
VIS
2037
Vega Investment Solutions
France
$16.2M +$16.2M +38,345 New
GWANC
2038
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.1M +$1.69M +4,003 +12%
BMWM
2039
Brown Miller Wealth Management
Virginia
$16.1M -$224K -531 -1%
APWM
2040
Argonautica Private Wealth Management
Massachusetts
$16.1M -$116K -276 -0.7%
MJP
2041
Michael J. Puzo
$16.1M -$542K -1,287 -3%
UC
2042
Unio Capital
New Jersey
$16.1M +$3.47M +8,240 +28%
IA
2043
Intellus Advisors
Florida
$16.1M +$16.1M +38,137 New
HA
2044
Herold Advisors
New York
$16.1M +$19.4K +46 +0.1%
CICC
2045
Capital Investment Counsel (Colorado)
Colorado
$16.1M -$94K -223 -0.6%
FNBTCON
2046
First National Bank & Trust Co of Newtown
Pennsylvania
$16M -$1.88M -4,465 -11%
UWM
2047
Udine Wealth Management
Florida
$16M +$571K +1,354 +4%
NL
2048
NVWM LLC
Pennsylvania
$16M +$96.1K +228 +0.6%
HC
2049
Headwater Capital
China
$16M +$16M +38,000 New
RCYC
2050
Richard C. Young & Co
Rhode Island
$16M +$144K +342 +0.9%