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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 %
FWM
2301
Finer Wealth Management
Massachusetts
$12.4M +$279K +662 +2%
NAMA
2302
Nikko Asset Management Americas
New York
$12.4M -$1.74M -4,141 -12%
SLWA
2303
San Luis Wealth Advisors
California
$12.4M +$2.85M +6,770 +30%
LA
2304
LVW Advisors
New York
$12.4M -$755K -1,791 -6%
BCM
2305
Barometer Capital Management
Ontario, Canada
$12.3M -$942K -2,107 -7%
ACM
2306
Ayrshire Capital Management
Connecticut
$12.3M +$2.48M +5,874 +25%
WWM
2307
Westwood Wealth Management
California
$12.3M -$530K -1,258 -4%
RPWA
2308
Regent Peak Wealth Advisors
Georgia
$12.3M -$70K -166 -0.6%
CA
2309
Cambridge Advisors
Nebraska
$12.3M -$392K -931 -3%
WI
2310
WrapManager Inc
California
$12.2M +$289K +685 +2%
VCP
2311
Vista Capital Partners
Oregon
$12.2M -$102K -241 -0.8%
LI
2312
LRI Investments
Florida
$12.2M -$79.2K -358 -0.6%
CC
2313
Callan Capital
California
$12.2M -$223K -529 -2%
SFI
2314
SPC Financial Inc
Maryland
$12.2M +$723K +1,716 +6%
BFIC
2315
Bedell Frazier Investment Counselling
California
$12.2M +$5.9K +14 +0%
AC
2316
AlphaCore Capital
California
$12.2M +$364K +864 +3%
MCM
2317
MV Capital Management
Maryland
$12.2M +$24K +57 +0.2%
PDM
2318
Penn Davis McFarland
Texas
$12.2M +$456K +1,083 +4%
WPIC
2319
White Pine Investment Company
Michigan
$12.2M -$61.1K -145 -0.5%
BCM
2320
Beck Capital Management
Texas
$12.2M -$1.81M -4,283 -13%
KA
2321
Klingman & Associates
New York
$12.2M -$521K -1,236 -4%
AR
2322
Advisory Research
Illinois
$12.2M -$81.4K -193 -0.7%
SPC
2323
Stony Point Capital
New York
$12.2M -$908K -2,154 -7%
CCIA
2324
Cherry Creek Investment Advisors
Colorado
$12.1M -$312K -740 -3%
AIA
2325
AIMZ Investment Advisors
California
$12.1M -$156K -371 -1%