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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
4626
Mindset Wealth Management
Indiana
$1.76M +$17.3K +41 +1%
MSWMA
4627
Market Street Wealth Management Advisors
Indiana
$1.76M +$227K +539 +15%
SIS
4628
Strategic Investment Solutions
Illinois
$1.75M +$33.5K +85 +2%
SFG
4629
Sterling Financial Group
California
$1.75M
CSIA
4630
Conrad Siegel Investment Advisors
Pennsylvania
$1.74M +$20.7K +49 +1%
NCM
4631
Next Capital Management
New York
$1.74M +$23.6K +56 +1%
RCM
4632
RMR Capital Management
California
$1.73M
HA
4633
Hofer & Associates
California
$1.73M +$4.22K +10 +0.2%
TFA
4634
Trinity Financial Advisors
Ohio
$1.73M +$45.2K +108 +3%
IIM
4635
Ironwood Investment Management
Massachusetts
$1.72M +$9.7K +23 +0.6%
EA
4636
Eclectic Associates
California
$1.72M +$162K +384 +10%
4A
4637
4Wealth Advisors
Illinois
$1.72M +$1.72M +4,078 New
CA
4638
Crane Advisory
California
$1.72M +$285K +673 +20%
AV
4639
Aspiring Ventures
Ohio
$1.72M +$1.72M +4,000 New
CIR
4640
Clear Investment Research
Georgia
$1.71M -$2.11K -5 -0.1%
NFGCM
4641
Norman Fields Gottscho Capital Management
New York
$1.71M
T
4642
Transce3nd
Texas
$1.71M +$1.71M +4,056 New
GU
4643
Georgetown University
District of Columbia
$1.7M +$2.95K +7 +0.2%
PCI
4644
Planning Center Inc
Illinois
$1.7M -$153K -364 -8%
PAG
4645
Paladin Advisory Group
Iowa
$1.7M
FWM
4646
Foguth Wealth Management
Michigan
$1.7M -$52.4K -118 -3%
GWAG
4647
Garrett Wealth Advisory Group
Texas
$1.7M +$279K +661 +20%
ACM
4648
Armbruster Capital Management
New York
$1.69M -$11.8K -28 -0.7%
NFP
4649
Narus Financial Partners
Utah
$1.69M +$625K +1,484 +59%
CRFG
4650
Columbia River Financial Group
Washington
$1.69M +$1.69M +4,012 New