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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 %
TWA
4826
Tandem Wealth Advisors
Arizona
$1.35M +$110K +261 +9%
TWP
4827
Tower Wealth Partners
Pennsylvania
$1.35M +$43K +102 +3%
OPOWM
4828
One Plus One Wealth Management
Florida
$1.35M
LIA
4829
LifePlan Investment Advisors
North Carolina
$1.35M +$46.8K +111 +4%
BW
4830
BXM Wealth
Colorado
$1.35M +$1.35M +3,194 New
TCM
4831
TruNorth Capital Management
Michigan
$1.34M -$92.7K -220 -6%
LAM
4832
Lingohr Asset Management
Germany
$1.34M +$543K +1,279 +68%
HIS
4833
Harvest Investment Services
Illinois
$1.34M -$229K -544 -15%
SPP
4834
Single Point Partners
Massachusetts
$1.34M +$1.34M +3,176 New
JRFS
4835
James Reed Financial Services
Ohio
$1.34M +$1.34M +3,173 New
MBI
4836
May Barnhard Investments
Maryland
$1.34M -$16K -38 -1%
HWM
4837
HighMark Wealth Management
Minnesota
$1.34M -$53.5K -127 -4%
BI
4838
Bramshill Investments
Florida
$1.34M +$834K +1,978 +166%
CAM
4839
CPA Asset Management
Florida
$1.33M
WA
4840
WESPAC Advisors
California
$1.33M
AWA
4841
Arbor Wealth Advisors
Michigan
$1.33M +$389K +923 +41%
W
4842
WorthPointe
California
$1.33M -$13.9K -33 -1%
RB
4843
Richmond Brothers
Michigan
$1.33M -$416K -987 -24%
SWA
4844
Sightline Wealth Advisors
Connecticut
$1.33M +$422 +1 +0%
DIP
4845
Davis Investment Partners
North Carolina
$1.33M +$205K +489 +18%
AA
4846
Aufman Associates
Pennsylvania
$1.33M -$6.74K -16 -0.5%
MWG
4847
Martin Worley Group
Utah
$1.33M +$1.33M +3,155 New
NWM
4848
Nova Wealth Management
Florida
$1.33M +$1.33M +3,154 New
BF
4849
Brogan Financial
Tennessee
$1.33M +$27.4K +65 +2%
MFC
4850
Morris Financial Concepts
South Carolina
$1.33M +$47.6K +113 +4%