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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 %
CWA
3426
CogentBlue Wealth Advisors
Tennessee
$5.2M +$5.2M +12,342 New
CI
3427
Cavalier Investments
Georgia
$5.2M +$202K +480 +4%
CC
3428
Commons Capital
Massachusetts
$5.2M +$120K +285 +2%
Fuller & Thaler Asset Management
3429
Fuller & Thaler Asset Management
California
$5.18M
LA
3430
Lane & Associates
New Jersey
$5.18M -$397K -957 -7%
RWMG
3431
Redwood Wealth Management Group
New Jersey
$5.17M +$523K +1,239 +11%
APTFM
3432
AGUR Provident & Training Funds Management
Israel
$5.17M -$3.99M -9,460 -44%
SLA
3433
Silver Lake Advisory
Utah
$5.17M -$8.43K -20 -0.2%
CWM
3434
CCG Wealth Management
California
$5.17M +$67.9K +161 +1%
PCA
3435
Prospect Capital Advisors
California
$5.16M -$757K -1,795 -13%
PRS
3436
Pinkerton Retirement Specialists
Idaho
$5.16M +$96.9K +230 +2%
PWA
3437
Provenance Wealth Advisors
Florida
$5.15M -$2.97M -7,041 -37%
USWG
3438
U.S. Wealth Group
New York
$5.14M +$5.14M +12,202 New
WAM
3439
Walker Asset Management
Missouri
$5.14M +$77.1K +183 +2%
BWM
3440
BlackDiamond Wealth Management
New York
$5.13M +$145K +343 +3%
DRP
3441
Decker Retirement Planning
Utah
$5.13M +$5.13M +12,171 New
WC
3442
Wynn Capital
Georgia
$5.12M +$16.9K +40 +0.3%
AF
3443
Affiance Financial
Minnesota
$5.12M -$40.9K -97 -0.8%
AA
3444
Alesco Advisors
New York
$5.11M +$571K +1,354 +13%
CWM
3445
Cahaba Wealth Management
Georgia
$5.11M -$62.4K -148 -1%
BWM
3446
Bosman Wealth Management
California
$5.11M +$5.11M +12,131 New
KW
3447
KWB Wealth
California
$5.11M +$315K +732 +7%
MPAM
3448
Murphy Pohlad Asset Management
Minnesota
$5.11M -$244K -579 -5%
GCGDR
3449
Geo Capital Gestora de Recursos
Brazil
$5.1M +$478K +1,134 +10%
FGC
3450
Financial Gravity Companies
Texas
$5.1M +$173K +410 +4%