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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 %
TAI
3451
Terra Alpha Investments
District of Columbia
$5.1M +$5.1M +12,098 New
WWM
3452
Wolff Wiese Magana
California
$5.1M +$96.5K +229 +2%
RFA
3453
Register Financial Advisors
Georgia
$5.09M -$843 -2 -0%
SWP
3454
Semus Wealth Partners
Florida
$5.09M +$377K +895 +8%
VIA
3455
Vickerman Investment Advisors
Washington
$5.09M -$184K -436 -3%
CP
3456
Clarendon Private
Massachusetts
$5.08M +$5.08M +12,045 New
CF
3457
Copperwynd Financial
Arizona
$5.08M +$1.31M +3,098 +35%
HC
3458
Hamilton Capital
Ohio
$5.07M +$196K +466 +4%
FAM
3459
Forte Asset Management
New York
$5.07M
HAG
3460
HF Advisory Group
Maryland
$5.07M +$56.9K +135 +1%
LBWM
3461
Left Brain Wealth Management
Illinois
$5.05M +$69.1K +164 +1%
AWA
3462
Amplius Wealth Advisors
Pennsylvania
$5.04M +$45.1K +107 +0.9%
SC
3463
Schulhoff & Co
Ohio
$5.03M +$77.1K +183 +2%
OFW
3464
Omnia Family Wealth
Florida
$5.03M +$185K +438 +4%
AMG
3465
Asset Management Group
Connecticut
$5.03M +$12.2K +29 +0.2%
CFG
3466
Carr Financial Group
Massachusetts
$5.02M -$272K -646 -5%
FWM
3467
Forza Wealth Management
Florida
$5.02M -$124K -294 -2%
PD
3468
Point72 (DIFC)
United Arab Emirates
$5.01M +$2.27M +5,382 +83%
RL
3469
Rogco LP
Oklahoma
$5.01M -$45.1K -107 -0.9%
RHP
3470
Royal Harbor Partners
Texas
$5M +$210K +499 +4%
FFG
3471
Fortem Financial Group
California
$5M +$66.2K +157 +1%
WAS
3472
Wealth Advisory Solutions
Indiana
$4.99M +$8.85K +21 +0.2%
SWMG
3473
Signature Wealth Management Group
Georgia
$4.99M +$556K +1,319 +13%
NF
3474
Nvest Financial
New Hampshire
$4.99M +$446K +1,059 +10%
AWA
3475
AGH Wealth Advisors
Kansas
$4.98M +$4.98M +11,817 New