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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 %
SIM
3501
SSI Investment Management
California
$4.88M -$3.37K -8 -0.1%
MFG
3502
Menard Financial Group
Texas
$4.87M +$102K +241 +2%
DS
3503
Dudley & Shanley
Florida
$4.87M -$12.6K -30 -0.3%
TAM
3504
Todd Asset Management
Kentucky
$4.87M
GC
3505
Gilbert & Cook
Iowa
$4.87M -$225K -534 -4%
SGCA
3506
Steel Grove Capital Advisors
Tennessee
$4.86M -$216K -512 -4%
BWA
3507
Burt Wealth Advisors
Maryland
$4.85M +$57.7K +137 +1%
FA
3508
Fermata Advisors
California
$4.85M +$122K +289 +3%
OWMIAS
3509
One Wealth Management Investment & Advisory Services
Florida
$4.85M +$77.1K +183 +2%
NG
3510
Northstar Group
New York
$4.85M +$209K +496 +5%
RC
3511
RV Capital
Switzerland
$4.85M +$4.85M +11,500 New
TCWM
3512
Total Clarity Wealth Management
Illinois
$4.84M -$19.4K -46 -0.4%
AIM
3513
Avanda Investment Management
Singapore
$4.84M -$7.13M -16,921 -60%
BWA
3514
Beam Wealth Advisors
Louisiana
$4.83M -$263K -624 -5%
PH
3515
Pinnacle Holdings
Oklahoma
$4.83M -$258K -611 -5%
EWA
3516
Evolution Wealth Advisors
Florida
$4.82M +$901K +2,136 +23%
CP
3517
Cornerstone Planning
North Carolina
$4.82M +$4.82M +11,435 New
OWM
3518
Opes Wealth Management
California
$4.82M +$1.2M +2,851 +33%
BCM
3519
Brookmont Capital Management
Texas
$4.81M -$45.1K -107 -0.9%
WWS
3520
Wellington Wealth Strategies
Indiana
$4.8M +$4.8M +11,696 New
PWM
3521
Proathlete Wealth Management
Florida
$4.8M -$13.1K -31 -0.3%
DBRC
3522
D.B. Root & Company
Pennsylvania
$4.8M +$441K +1,046 +10%
HPM
3523
Hoxton Planning & Management
West Virginia
$4.8M +$159K +377 +3%
BI
3524
BFI Infinity
Switzerland
$4.79M +$4.79M +11,373 New
BIA
3525
Bigelow Investment Advisors
Maine
$4.79M -$35.4K -84 -0.7%