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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 %
Simplex Trading
5001
Simplex Trading
Illinois
$1.09M -$40.5M -96,144 -97%
PWM
5002
Provident Wealth Management
Tennessee
$1.09M -$30.3K -72 -3%
HAS
5003
Holland Advisory Services
Florida
$1.09M -$431K -1,023 -28%
IC
5004
Inkwell Capital
Florida
$1.09M +$1.09M +2,576 New
NFW
5005
Noble Family Wealth
Florida
$1.09M
AFS
5006
Axiom Financial Strategies
Indiana
$1.09M +$22.3K +53 +2%
SS
5007
Sound Stewardship
Kansas
$1.09M +$164K +390 +18%
DC
5008
Dorval Corp
Minnesota
$1.08M -$39.6K -94 -4%
ACA
5009
American Capital Advisory
Idaho
$1.08M -$1.26K -3 -0.1%
LAS
5010
Lloyd Advisory Services
Georgia
$1.08M -$82.2K -195 -7%
SFS
5011
Sharp Financial Services
Pennsylvania
$1.08M +$66.2K +157 +7%
CB
5012
Chris Bulman
California
$1.08M -$18.1K -43 -2%
T
5013
Tableaux
Massachusetts
$1.08M +$1.08M +2,560 New
MWM
5014
McMill Wealth Management
Nebraska
$1.08M +$1.08M +2,557 New
TFA
5015
TPG Financial Advisors
Oregon
$1.08M -$28.2K -67 -3%
IW
5016
Instrumental Wealth
Florida
$1.08M -$4.9K -12 -0.5%
NVIM
5017
New Vernon Investment Management
Illinois
$1.07M +$567K +4,508 +112%
SL
5018
Stevard LLC
Illinois
$1.07M
WN
5019
Williams & Novak
California
$1.07M -$11.4K -27 -1%
APW
5020
Axim Planning & Wealth
Ohio
$1.07M -$6.32K -15 -0.6%
LWA
5021
Lifelong Wealth Advisors
Minnesota
$1.07M +$1.07M +2,543 New
A
5022
AlphaQuest
New York
$1.07M -$1.43M -3,393 -57%
JWS
5023
Juncture Wealth Strategies
Arizona
$1.07M -$68.7K -163 -6%
CCM
5024
Carmel Capital Management
California
$1.07M
KCM
5025
Kendall Capital Management
Maryland
$1.07M +$158K +375 +17%