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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 %
VC
3276
Veracity Capital
Georgia
$5.77M -$256K -607 -4%
DWA
3277
Delos Wealth Advisors
Texas
$5.77M +$1.43M +3,383 +33%
WCAMG
3278
Woodard & Company Asset Management Group
North Carolina
$5.77M +$360K +855 +7%
VCM
3279
Viewpoint Capital Management
Washington
$5.75M +$4.64K +11 +0.1%
SPWM
3280
Spartan Planning & Wealth Management
North Carolina
$5.75M +$5.75M +13,638 New
APM
3281
Advanced Portfolio Management
New York
$5.75M +$3.19M +7,632 +125%
CF
3282
Claris Financial
Virginia
$5.75M +$5.75M +13,636 New
SIC
3283
Shoker Investment Counsel
Ohio
$5.75M -$48.9K -116 -0.8%
MHWM
3284
Montz Harcus Wealth Management
Louisiana
$5.74M
YP
3285
YANKCOM Partnership
South Dakota
$5.74M +$5.74M +13,620 New
NRWA
3286
North Ridge Wealth Advisors
Oregon
$5.73M -$134K -317 -2%
JCM
3287
Jacobsen Capital Management
Utah
$5.73M +$95.3K +226 +2%
MFP
3288
Meridian Financial Partners
Virginia
$5.73M -$52.7K -125 -0.9%
CYG
3289
Clean Yield Group
Vermont
$5.72M +$190K +450 +3%
FFS
3290
Flavin Financial Services
Florida
$5.71M +$5.71M +13,541 New
PWP
3291
Prasad Wealth Partners
Ohio
$5.71M +$5.71M +13,542 New
SCA
3292
Sandy Cove Advisors
Massachusetts
$5.7M +$357K +847 +7%
SAF
3293
Smith Anglin Financial
Texas
$5.69M -$456K -1,081 -7%
EWA
3294
Etesian Wealth Advisors
Oregon
$5.69M +$49.7K +118 +0.9%
CWM
3295
Cabot Wealth Management
Massachusetts
$5.68M +$5.48K +13 +0.1%
FOA
3296
Five Oceans Advisors
California
$5.68M +$116K +275 +2%
OCM
3297
Orser Capital Management
Texas
$5.67M
MIM
3298
Montgomery Investment Management
Maryland
$5.67M
FAP
3299
Financial Advisory Partners
Florida
$5.67M -$36.2K -86 -0.6%
PWM
3300
Peterson Wealth Management
Nevada
$5.67M +$558K +1,323 +11%