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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 %
BTWM
3251
Brass Tax Wealth Management
Ohio
$5.85M -$35K -83 -0.6%
WFA
3252
Wellspring Financial Advisors
Ohio
$5.85M +$4.97M +843,163 +561%
WSA
3253
Warm Springs Advisors
California
$5.85M +$5.85M +13,877 New
FAFN
3254
First Affirmative Financial Network
Colorado
$5.85M +$348K +826 +6%
HCM
3255
HMS Capital Management
Tennessee
$5.84M -$9.27K -22 -0.2%
WAM
3256
WNY Asset Management
New York
$5.83M -$265K -629 -4%
TWM
3257
Trueblood Wealth Management
Ohio
$5.83M +$89.8K +213 +2%
IF
3258
Ironwood Financial
Arizona
$5.83M -$12.6K -30 -0.2%
BIP
3259
Blue Investment Partners
California
$5.83M +$197K +467 +3%
CFA
3260
Capstone Financial Advisors
Illinois
$5.83M -$2.71M -6,434 -32%
WAM
3261
Wernau Asset Management
Massachusetts
$5.82M +$5.82M +13,818 New
TIA
3262
Traphagen Investment Advisors
New Jersey
$5.82M +$79.7K +189 +1%
BDFN
3263
Bond & Devick Financial Network
Minnesota
$5.82M
ZP
3264
Zimmer Partners
New York
$5.82M
FSG
3265
Financial Strategies Group
Michigan
$5.82M +$385K +919 +7%
OWA
3266
ORBA Wealth Advisors
Illinois
$5.81M -$137K -326 -2%
MPPLM
3267
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.81M +$219K +519 +4%
SG
3268
Somerset Group
Minnesota
$5.8M -$188K -445 -3%
RF
3269
Robbins Farley
New Hampshire
$5.79M +$568K +1,348 +11%
AFM
3270
Aspetuck Financial Management
Connecticut
$5.79M +$5.79M +13,741 New
AHIA
3271
Andrew Hill Investment Advisors
Florida
$5.79M -$591K -1,401 -9%
GAM
3272
Gemmer Asset Management
California
$5.78M +$73.8K +175 +1%
TNAM
3273
Terra Nova Asset Management
New York
$5.78M +$505K +1,197 +10%
FGWP
3274
Founders Grove Wealth Partners
Virginia
$5.78M +$5.78M +13,709 New
CRCM
3275
Crystal Rock Capital Management
Illinois
$5.78M