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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 %
EM
2401
Excalibur Management
Massachusetts
$11.4M -$913K -2,165 -7%
EML
2402
Eos Management LP
New York
$11.4M
MWM
2403
MGB Wealth Management
Texas
$11.4M +$243K +577 +2%
SL
2404
Sentry LLC
Tennessee
$11.3M -$800K -1,899 -7%
WA1
2405
Wimmer Associates 1
California
$11.3M -$127K -302 -1%
CCA
2406
Childress Capital Advisors
Texas
$11.3M +$60.3K +143 +0.5%
BWM
2407
BKM Wealth Management
Wisconsin
$11.3M +$916K +2,172 +9%
SEEDPG
2408
S.E.E.D. Planning Group
New York
$11.3M +$568K +1,347 +5%
SIM
2409
Seaview Investment Managers
Florida
$11.3M +$2.21M +5,252 +24%
PM
2410
Penbrook Management
New York
$11.3M -$137K -325 -1%
CCS
2411
Concentric Capital Strategies
Connecticut
$11.3M -$13.4M -31,820 -54%
PAM
2412
Pinpoint Asset Management
Hong Kong
$11.3M -$1.17M -2,786 -9%
LMKC
2413
L.M. Kohn & Company
Ohio
$11.3M -$147K -348 -1%
BCCM
2414
Bridge Creek Capital Management
Massachusetts
$11.3M -$103K -245 -0.9%
WTA
2415
Washington Trust Advisors
Massachusetts
$11.3M +$252K +599 +2%
WA
2416
Wambolt & Associates
Colorado
$11.3M -$2.3M -5,467 -17%
PSP
2417
Principal Street Partners
Tennessee
$11.3M -$10.8M -25,578 -49%
HAM
2418
Harmony Asset Management
Arizona
$11.2M -$523K -1,240 -4%
HCP
2419
Hamilton Capital Partners
Georgia
$11.2M +$11.2M +26,649 New
GWMIA
2420
Global Wealth Management Investment Advisory
Florida
$11.2M +$658K +1,562 +6%
BWS
2421
Buck Wealth Strategies
Colorado
$11.2M +$3.17M +7,514 +39%
TSWM
2422
Triangle Securities Wealth Management
North Carolina
$11.2M -$245K -582 -2%
SW
2423
Simplicity Wealth
New Jersey
$11.2M -$4.92M -11,671 -31%
PWMG
2424
Prestige Wealth Management Group
New Jersey
$11.2M -$254K -603 -2%
UL
2425
Unionview LLC
Washington
$11.1M -$9.7K -23 -0.1%