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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 %
SWRP
3876
Summit Wealth & Retirement Planning
California
$3.53M +$429K +1,017 +14%
FF
3877
Farrell Financial
New York
$3.52M +$3.79K +9 +0.1%
CCG
3878
Coastwise Capital Group
California
$3.52M +$277K +658 +9%
NFA
3879
Northern Financial Advisors
Michigan
$3.52M -$118K -280 -3%
TCM
3880
Triumph Capital Management
Colorado
$3.52M -$604K -1,433 -15%
FWM
3881
Fonville Wealth Management
Virginia
$3.51M -$98.2K -233 -3%
KW
3882
Keyvantage Wealth
Pennsylvania
$3.51M +$3.51M +8,332 New
CMP
3883
Coston McIsaac & Partners
Maine
$3.51M -$1.5M -3,566 -30%
CAGAS
3884
Capital Advisory Group Advisory Services
Minnesota
$3.51M -$131K -311 -4%
BBNB
3885
Baker Boyer National Bank
Washington
$3.5M +$256K +608 +8%
SAM
3886
Seelaus Asset Management
New Jersey
$3.5M -$84.3K -200 -2%
FPWM
3887
FSB Premier Wealth Management
Iowa
$3.5M +$200K +474 +6%
RS
3888
Rakuten Securities
Japan
$3.5M -$518K -1,229 -13%
HFA
3889
High Falls Advisors
New York
$3.49M -$57.3K -136 -2%
CFA
3890
Camarda Financial Advisors
Florida
$3.49M +$155K +367 +5%
LIA
3891
LSP Investment Advisors
New York
$3.49M
PPA
3892
Pilgrim Partners Asia
Singapore
$3.49M +$3.49M +8,280 New
RWI
3893
Red Wave Investments
Pennsylvania
$3.49M -$397K -943 -10%
CMAI
3894
Capital Management Associates Inc
Minnesota
$3.49M +$114K +271 +3%
BFA
3895
Brendel Financial Advisors
New Hampshire
$3.49M +$131K +312 +4%
FA
3896
Fedenia Advisers
Wisconsin
$3.49M +$3.49M +8,272 New
NICM
3897
Neo Ivy Capital Management
New York
$3.49M -$363K -861 -9%
RPCA
3898
Running Point Capital Advisors
California
$3.48M +$180K +428 +5%
AWA
3899
Aletheian Wealth Advisors
Washington
$3.48M +$41.7K +99 +1%
WFS
3900
Walker Financial Services
Kentucky
$3.48M -$38.4K -91 -1%