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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 %
OBWG
3151
Onyx Bridge Wealth Group
New York
$6.29M +$67.9K +161 +1%
TA
3152
TFB Advisors
Kansas
$6.29M -$108K -257 -2%
FLP
3153
Financial Life Planners
Arizona
$6.29M +$6.29M +14,891 New
VPW
3154
Variant Private Wealth
Virginia
$6.29M +$6.29M +14,913 New
AFA
3155
AllGen Financial Advisors
Florida
$6.29M -$8.43K -20 -0.1%
JF
3156
Jericho Financial
Ohio
$6.27M +$6.27M +14,879 New
CFP
3157
Comprehensive Financial Planning
Pennsylvania
$6.27M +$6.27M +14,879 New
RCA
3158
Runnymede Capital Advisors
Ohio
$6.26M +$6.26M +14,861 New
GTAM
3159
Global Trust Asset Management
Florida
$6.26M -$164K -390 -3%
AGC
3160
Aspen Grove Capital
Colorado
$6.26M +$772K +1,831 +14%
AA
3161
Altman Advisors
Illinois
$6.26M -$131K -311 -2%
CGFA
3162
Colton Groome Financial Advisors
North Carolina
$6.25M -$287K -680 -4%
HIC
3163
Harvey Investment Company
Kentucky
$6.22M
GGA
3164
Granite Group Advisors
Connecticut
$6.22M -$99.1K -235 -2%
BOSSRA
3165
B.O.S.S. Retirement Advisors
Utah
$6.22M -$16.1M -38,260 -72%
TFM
3166
TFC Financial Management
Massachusetts
$6.22M -$136K -323 -2%
MPW
3167
Monterey Private Wealth
California
$6.21M +$295K +701 +5%
GWP
3168
Gateway Wealth Partners
Wisconsin
$6.21M +$366K +868 +6%
IPW
3169
IronBridge Private Wealth
Texas
$6.21M +$1.34M +3,182 +28%
SRC
3170
Sage Rhino Capital
California
$6.2M -$34.6K -82 -0.6%
SFA
3171
Semmax Financial Advisors
North Carolina
$6.2M +$289K +703 +5%
SA
3172
Shilanski & Associates
Alaska
$6.2M -$43.8K -104 -0.7%
SCM
3173
Stanley Capital Management
Texas
$6.19M
CFCI
3174
Comprehensive Financial Consultants Institutional
Indiana
$6.19M +$134K +318 +2%
SDWIA
3175
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.18M -$330K -783 -5%