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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 %
CCMW
5026
Cypress Capital Management (Wyoming)
Wyoming
$1.07M +$1.07M +2,533 New
W
5027
WPWealth
Texas
$1.07M -$471K -1,118 -31%
BOC
5028
Blue Oak Capital
California
$1.06M +$1.06M +2,525 New
SIMG
5029
Stephens Investment Management Group
Texas
$1.06M -$203K -482 -16%
CPCP
5030
Cedar Point Capital Partners
Iowa
$1.06M +$59.4K +141 +6%
MM
5031
Meridian Management
Arkansas
$1.06M +$67.9K +161 +7%
FFP
5032
Freedom Financial Partners
Minnesota
$1.06M +$1.06M +2,520 New
DWM
5033
Dopkins Wealth Management
New York
$1.06M +$91.9K +218 +9%
SM
5034
Sensible Money
Arizona
$1.06M -$4.21K -10 -0.4%
AI
5035
Axecap Investments
Ohio
$1.06M +$34.6K +82 +3%
CCM
5036
Colorado Capital Management
Colorado
$1.05M -$343K -813 -25%
WMWM
5037
Wilkins Miller Wealth Management
Alabama
$1.05M +$1.05M +2,494 New
JWM
5038
JFG Wealth Management
Colorado
$1.05M +$25.7K +61 +3%
VPWA
5039
Vestia Personal Wealth Advisors
Indiana
$1.05M +$141K +334 +15%
KWA
5040
Kondo Wealth Advisors
California
$1.05M +$1.05M +2,486 New
AWM
5041
Avaii Wealth Management
Wisconsin
$1.05M -$11.4K -27 -1%
HHRDM
5042
H&H Retirement Design & Management
Nevada
$1.04M -$97.5K -239 -9%
LWA
5043
Lowe Wealth Advisors
Maryland
$1.04M -$115K -273 -10%
AWM
5044
Altus Wealth Management
Kentucky
$1.04M +$164K +390 +19%
BA
5045
Ballew Advisors
Mississippi
$1.04M +$40.5K +97 +4%
AFIA
5046
America First Investment Advisors
Nebraska
$1.04M -$42.1K -100 -4%
MWP
5047
Meredith Wealth Planning
Illinois
$1.04M -$16.9K -40 -2%
SWP
5048
ShoreHaven Wealth Partners
New Jersey
$1.04M -$37.9K -90 -4%
CCA
5049
Covey Capital Advisors
Georgia
$1.03M
CIA
5050
Caerus Investment Advisors
Texas
$1.03M