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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 %
BCFS
3301
Butensky & Cohen Financial Security
Florida
$5.66M +$116K +275 +2%
SWM
3302
StoneCrest Wealth Management
Arizona
$5.65M +$76.7K +182 +1%
VDBMI
3303
Van Den Berg Management I
Texas
$5.65M +$210K +498 +4%
GIS
3304
Graphene Investments SAS
France
$5.65M -$3.41M -8,100 -38%
OWA
3305
One Wealth Advisors
California
$5.64M -$13.1K -31 -0.2%
CIP
3306
Convergence Investment Partners
Florida
$5.64M -$1.58M -3,740 -22%
TWM
3307
Topsail Wealth Management
North Carolina
$5.64M +$5.64M +13,378 New
PWM
3308
PBMares Wealth Management
Virginia
$5.64M +$159K +377 +3%
MAM
3309
McLean Asset Management
Virginia
$5.63M +$51.4K +122 +0.9%
LIG
3310
Lokken Investment Group
Delaware
$5.63M -$132K -312 -2%
GAA
3311
Guardian Asset Advisors
Pennsylvania
$5.63M +$13.9K +33 +0.2%
MWM
3312
MOKAN Wealth Management
Kansas
$5.62M +$5.62M +13,336 New
NG
3313
Novem Group
New York
$5.62M +$5.62M +13,336 New
AEPWM
3314
Atlantic Edge Private Wealth Management
Florida
$5.62M +$21.5K +51 +0.4%
OPWM
3315
Oregon Pacific Wealth Management
Oregon
$5.62M +$5.62M +13,330 New
CW
3316
Cook Wealth
North Carolina
$5.62M -$14.7K -33 -0.3%
EFG
3317
Ethos Financial Group
Pennsylvania
$5.61M +$120K +285 +2%
ORC
3318
O'Rourke & Company
Massachusetts
$5.61M -$386K -916 -6%
BCP
3319
Blackhawk Capital Partners
Wisconsin
$5.61M +$166K +395 +3%
GSIAS
3320
Garden State Investment Advisory Services
New Jersey
$5.61M -$86.1K -204 -2%
GC
3321
Guidance Capital
Kentucky
$5.6M +$108K +244 +2%
REMPR
3322
Roof Eidam Maycock Peralta (REMP)
California
$5.6M +$4.22K +10 +0.1%
HA
3323
Harfst & Associates
Wyoming
$5.59M -$60.7K -144 -1%
IRC
3324
Investors Research Corp
Georgia
$5.57M +$15.2K +36 +0.3%
CFD
3325
Creative Financial Designs
Indiana
$5.57M -$504K -1,195 -8%