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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 %
RWM
3951
Riverbend Wealth Management
South Carolina
$3.32M +$3.32M +7,850 New
VAG
3952
VisionPoint Advisory Group
Texas
$3.32M -$156K -373 -4%
FF
3953
Farrow Financial
Vermont
$3.32M +$57.3K +135 +2%
CTWM
3954
Cherry Tree Wealth Management
Minnesota
$3.31M -$21.9K -52 -0.7%
RHAM
3955
Round Hill Asset Management
California
$3.31M -$10.5K -25 -0.3%
TIM
3956
Tevis Investment Management
Texas
$3.3M +$30.3K +72 +0.9%
BCM
3957
BluePointe Capital Management
California
$3.3M +$937K +2,222 +40%
SPI
3958
Sutton Place Investors
New York
$3.3M +$155K +368 +5%
HA
3959
Helium Advisors
Washington
$3.29M +$3.29M +7,817 New
MIM
3960
Merrion Investment Management
New Jersey
$3.29M -$16.9K -40 -0.5%
BMM
3961
Berkshire Money Management
Massachusetts
$3.29M +$3.29M +7,795 New
GFG
3962
Goldstone Financial Group
Illinois
$3.28M +$180K +427 +6%
PFP
3963
Paragon Financial Partners
California
$3.28M -$566K -1,343 -15%
PAM
3964
Pacific Asset Management
Washington
$3.28M +$3.28M +7,786 New
TCMP
3965
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.27M +$786K +1,864 +32%
CA
3966
Carson Advisory
Georgia
$3.27M -$926K -2,198 -22%
PWM
3967
Power Wealth Management
Georgia
$3.27M -$74.6K -177 -2%
RW
3968
REDW Wealth
New Mexico
$3.27M -$1.63M -3,859 -33%
PAM
3969
PCG Asset Management
New Jersey
$3.27M +$3.27M +7,750 New
DCM
3970
Dimension Capital Management
Florida
$3.27M +$28.2K +67 +0.9%
CSD
3971
Clear Street Derivatives
New York
$3.26M -$7.24M -17,168 -69%
PEA
3972
Park Edge Advisors
Ohio
$3.26M +$135K +320 +4%
TA
3973
Townsend & Associates
Colorado
$3.26M
MHR
3974
Matthew Hamilton Rosenberg
$3.26M -$56.1K -133 -2%
PFA
3975
Pettinga Financial Advisors
Indiana
$3.25M -$12.2K -29 -0.4%