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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 %
VW
4701
Vance Wealth
California
$1.6M -$59.4K -141 -4%
BL
4702
Balentine LLC
Georgia
$1.6M -$2.22M -5,271 -58%
SWAG
4703
Spectrum Wealth Advisory Group
California
$1.59M +$392K +929 +33%
OFP
4704
OFC Financial Planning
New Jersey
$1.59M +$1.59M +3,761 New
HPFG
4705
Hart & Patterson Financial Group
Massachusetts
$1.58M -$44.7K -106 -3%
ACP
4706
Arcus Capital Partners
Georgia
$1.58M +$64K +152 +4%
SCM
4707
Saxony Capital Management
Missouri
$1.58M -$113K -268 -7%
Harris Associates
4708
Harris Associates
Illinois
$1.57M +$244K +578 +18%
GC
4709
Gibson Capital
Pennsylvania
$1.57M +$276K +655 +21%
TFF
4710
The Family Firm
Maryland
$1.57M +$1.39M +33,052 +747%
MPCG
4711
Matrix Private Capital Group
New York
$1.57M -$6.74K -16 -0.4%
FWA
4712
FSC Wealth Advisors
New York
$1.57M -$13.5K -32 -0.9%
TC
4713
Tacita Capital
Ontario, Canada
$1.57M +$54.8K +130 +4%
DWM
4714
Defined Wealth Management
Oregon
$1.57M +$67.4K +160 +4%
SFP
4715
Sterling Financial Planning
New Jersey
$1.57M +$125K +296 +9%
TF
4716
Tenon Financial
New Jersey
$1.56M +$33.5K +80 +2%
RFN
4717
Redwood Financial Network
Ohio
$1.56M -$5.06K -12 -0.3%
VCM
4718
Verde Capital Management
Michigan
$1.56M +$523K +1,241 +50%
SWM
4719
SilverOak Wealth Management
Minnesota
$1.56M +$5.48K +13 +0.4%
HP
4720
Haven Private
Florida
$1.56M +$1.56M +3,698 New
ZC
4721
Zeit Capital
Colorado
$1.56M -$154K -370 -9%
GFP
4722
Guardian Financial Partners
California
$1.56M +$145K +344 +10%
SFM
4723
Systematic Financial Management
New Jersey
$1.55M
PWMG
4724
Private Wealth Management Group
New Jersey
$1.55M +$61.5K +146 +4%
FFA
4725
Frazier Financial Advisors
Ohio
$1.55M -$56.5K -133 -4%