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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 %
SWA
4351
Serenus Wealth Advisors
California
$2.31M +$2.31M +5,487 New
BWS
4352
Broadway Wealth Solutions
Texas
$2.31M +$2.31M +5,485 New
HIG
4353
Heritage Investment Group
Florida
$2.31M -$303K -718 -12%
DFS
4354
Dixon Fnancial Services
California
$2.31M +$44.7K +106 +2%
FFM
4355
Flagstone Financial Management
Nebraska
$2.3M -$11.8K -28 -0.5%
FAN
4356
Financial Advisors Network
California
$2.3M +$2.3M +5,454 New
NA
4357
Nautilus Advisors
California
$2.3M +$2.3M +5,453 New
AWM
4358
Apex Wealth Management
New Hampshire
$2.3M +$2.3M +5,450 New
TWM
4359
TriaGen Wealth Management
California
$2.29M
TCB
4360
Texas Capital Bancshares
Texas
$2.28M +$8.85K +21 +0.4%
DI
4361
Dalton Investments
Nevada
$2.28M -$1.14M -2,700 -33%
PWM
4362
Pinnacle Wealth Management
California
$2.27M -$24.9K -59 -1%
CA
4363
Claris Advisors
Missouri
$2.27M +$989K +2,346 +77%
MWM
4364
MFG Wealth Management
Indiana
$2.26M +$2.26M +5,363 New
PP
4365
PrairieView Partners
Minnesota
$2.26M +$52.7K +125 +2%
GWWM
4366
Great Waters Wealth Management
Minnesota
$2.26M +$94.8K +225 +4%
FTA
4367
Financial & Tax Architects
Missouri
$2.25M +$48.5K +115 +2%
CBOR
4368
Community Bank of Raymore
Missouri
$2.25M +$361K +857 +19%
S
4369
SharpePoint
Arizona
$2.25M +$2.25M +5,339 New
WCP
4370
Wealthcare Capital Partners
Pennsylvania
$2.24M +$2.24M +5,321 New
YWS
4371
Yarger Wealth Strategies
Ohio
$2.24M +$145K +343 +7%
MFT
4372
Moisand Fitzgerald Tamayo
Florida
$2.23M -$6.32K -15 -0.3%
WCBA
4373
Weaver C. Barksdale & Associates
Tennessee
$2.23M -$54.4K -129 -2%
HFP
4374
Holistic Financial Partners
Indiana
$2.23M -$34.1K -81 -2%
UIM
4375
Unified Investment Management
Georgia
$2.23M +$2.23M +5,286 New