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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 %
CWA
4501
Clearview Wealth Advisors
Oregon
$1.96M -$15.6K -37 -0.8%
CA
4502
Crumly & Associates
Illinois
$1.96M +$6.32K +15 +0.3%
CMA
4503
Cedar Mountain Advisors
Oregon
$1.96M -$66.2K -157 -3%
DFG
4504
Demars Financial Group
Washington
$1.95M +$1.95M +822,101 +43,636%
VIPI
4505
Vista Investment Partners II
Indiana
$1.95M +$1.95M +4,635 New
PWC
4506
PYA Waltman Capital
Tennessee
$1.95M +$241K +571 +14%
HA
4507
Hanover Advisors
South Carolina
$1.95M -$6.32K -15 -0.3%
CWM
4508
Comprehensive Wealth Management
Washington
$1.95M +$80.5K +191 +4%
SPL
4509
Smart Portfolios LLC
Washington
$1.94M +$41.3K +98 +2%
EFP
4510
Elser Financial Planning
Indiana
$1.94M +$47.6K +113 +3%
PP
4511
Postrock Partners
Oregon
$1.94M +$1.94M +4,610 New
FW
4512
Fidato Wealth
Ohio
$1.94M +$1.94M +4,610 New
HAM
4513
Hickory Asset Management
Ohio
$1.94M +$1.94M +4,607 New
AP
4514
Atwood & Palmer
Missouri
$1.94M +$20.2K +48 +1%
HWA
4515
HMV Wealth Advisors
Louisiana
$1.94M +$1.94M +4,599 New
AM
4516
Account Management
Massachusetts
$1.94M
MWM
4517
Maripau Wealth Management
Indiana
$1.94M +$1.94M +4,595 New
CA
4518
Clune & Associates
Illinois
$1.93M +$1.93M +4,584 New
CHJWM
4519
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.93M -$7.03K -17 -0.4%
CWA
4520
Cura Wealth Advisors
Illinois
$1.93M +$1.93M +4,580 New
NA
4521
Nottingham Advisors
New York
$1.93M -$830K -1,970 -30%
KSWWM
4522
Keyes Stange & Wooten Wealth Management
Florida
$1.93M +$843 +2 +0%
MAM
4523
Mainsail Asset Management
Alabama
$1.92M -$419K -995 -18%
MAM
4524
Marotta Asset Management
Virginia
$1.92M -$115K -274 -6%
DPI
4525
Diversified Portfolios Inc
Michigan
$1.92M +$8.43K +20 +0.4%