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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 %
MWM
4476
Meritas Wealth Management
California
$2.01M -$31.6K -75 -2%
FYW
4477
Future You Wealth
New York
$2.01M +$2.01M +4,779 New
NCG
4478
Newport Capital Group
New Jersey
$2.01M -$12.6K -30 -0.6%
CWMS
4479
Cannon Wealth Management Services
North Carolina
$2.01M +$52.2K +127 +3%
AIA
4480
Accelerate Investment Advisors
California
$2.01M +$27.4K +65 +1%
BWA
4481
BlueChip Wealth Advisors
Georgia
$2.01M -$89.4K -212 -4%
API
4482
Asset Planning Inc
California
$2M +$2M +4,754 New
LI
4483
Latash Investments
Alaska
$2M
CDWM
4484
Campbell Deegan Wealth Management
Virginia
$2M +$2M +4,748 New
BCI
4485
Blue Capital Inc
Nebraska
$2M +$2M +4,744 New
FDW
4486
Fourth Dimension Wealth
Ohio
$2M +$2M +4,693 New
RAS
4487
RPS Advisory Solutions
Kentucky
$2M -$663K -1,572 -25%
SPAS
4488
Spectrum Planning & Advisory Services
California
$2M +$1.26K +3 +0.1%
II
4489
Impact Investors
California
$1.99M +$1.99M +4,720 New
RCM
4490
Ridgepath Capital Management
Tennessee
$1.99M +$738K +1,750 +59%
KPWG
4491
KFA Private Wealth Group
Virginia
$1.99M +$197K +468 +11%
TC
4492
Taika Capital
Florida
$1.99M -$3.14M -7,454 -61%
NJBEST
4493
New Jersey Better Educational Savings Trust
New Jersey
$1.98M
WWM
4494
Waterway Wealth Management
Texas
$1.98M +$51.4K +122 +3%
SWM
4495
SK Wealth Management
Rhode Island
$1.98M
EWM
4496
Endowment Wealth Management
Wisconsin
$1.98M -$13.1K -31 -0.7%
T
4497
TOBAM
France
$1.98M -$484K -1,149 -20%
MWA
4498
MN Wealth Advisors
Kansas
$1.97M +$107K +254 +6%
CC
4499
Cypress Capital
Tennessee
$1.97M -$106K -252 -5%
AWA
4500
Archvest Wealth Advisors
California
$1.96M +$131K +310 +7%