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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 %
TWM
4851
Trinity Wealth Management
Pennsylvania
$1.33M +$54.4K +129 +4%
MWM
4852
McNaughton Wealth Management
California
$1.32M +$37.5K +89 +3%
GWSA
4853
Global Wealth Strategies & Associates
Colorado
$1.32M +$61.5K +146 +5%
HFF
4854
Halter Ferguson Financial
Indiana
$1.32M +$158K +376 +14%
WCP
4855
Welch Capital Partners
New York
$1.32M
SHFP
4856
Second Half Financial Partners
Florida
$1.32M -$3.79K -9 -0.3%
FH
4857
Financial Harvest
Florida
$1.32M +$1.32M +3,129 New
KAM
4858
KEB Asset Management
Illinois
$1.32M -$160K -380 -11%
LRIC
4859
Long Road Investment Counsel
Michigan
$1.31M
VFP
4860
Verus Financial Partners
Virginia
$1.31M -$8.38K -20 -0.6%
FGG
4861
Financial Guidance Group
Florida
$1.3M -$10.5K -25 -0.8%
WWM
4862
Wiser Wealth Management
Georgia
$1.3M +$224K +532 +21%
IAG
4863
Ipsen Advisor Group
Arkansas
$1.3M +$1.3M +3,083 New
GSF
4864
Grove Street Fiduciary
New Hampshire
$1.3M +$1.3M +3,076 New
VCWA
4865
Vanguard Capital Wealth Advisors
Colorado
$1.29M -$70K -166 -5%
WCP
4866
Wick Capital Partners
Pennsylvania
$1.29M +$81.8K +194 +7%
MI
4867
Moneywise Inc
Virginia
$1.29M -$234K -556 -15%
CFG
4868
Copley Financial Group
California
$1.29M +$478K +1,133 +59%
CKAIS
4869
Christensen King & Associates Investment Services
Washington
$1.29M -$9.67K -22 -0.7%
ACM
4870
Arlington Capital Management
Illinois
$1.29M +$1.27K +3 +0.1%
RH
4871
RFG Holdings
Texas
$1.29M +$165K +390 +15%
MSWM
4872
Mowery & Schoenfeld Wealth Management
Illinois
$1.29M -$258K -611 -17%
SL
4873
SWMG LLC
Texas
$1.29M -$32.6K -73 -2%
AWP
4874
Astra Wealth Partners
New Jersey
$1.29M +$1.29M +3,052 New
WAN
4875
Wealth Advisors Northwest
Oregon
$1.29M +$1.29M +3,050 New