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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 %
IWA
5076
Integrity Wealth Advisors
California
$1M +$1M +2,374 New
TWG
5077
The Wealth Group
Minnesota
$1M +$11.8K +28 +1%
WWA
5078
Wingate Wealth Advisors
Massachusetts
$998K +$998K +2,368 New
AFP
5079
Alpha Financial Partners
Kentucky
$996K +$493K +1,170 +98%
FIC
5080
Family Investment Center
Missouri
$994K +$56.9K +135 +6%
GC
5081
Giverny Capital
Quebec, Canada
$992K +$992K +2,354 New
MFF
5082
Michels Family Financial
Texas
$991K +$991K +2,351 New
MC
5083
McMorgan & Co
California
$988K -$15.2K -36 -2%
BAWM
5084
Bennett Associates Wealth Management
Pennsylvania
$985K +$317K +753 +48%
MBFW
5085
Morton Brown Family Wealth
Pennsylvania
$985K
CJ
5086
Caitlin John
Michigan
$985K -$1.27K -3 -0.1%
KNFPWM
5087
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$984K -$35.4K -84 -3%
BDWCC
5088
B&D White Capital Company
Texas
$981K -$159K -378 -14%
BBL
5089
Beck Bode LLC
Massachusetts
$977K -$16.9M -40,032 -95%
GFM
5090
GEN Financial Management
Minnesota
$977K +$977K +2,319 New
GF
5091
GGM Financials
Ohio
$977K -$21.9K -52 -2%
DC
5092
Dahring Cusmano
Michigan
$976K +$976K +2,315 New
TWA
5093
Trellis Wealth Advisors
California
$976K
RWS
5094
Retirement Wealth Solutions
Wisconsin
$974K +$974K +2,325 New
SC
5095
Saybrook Capital
North Carolina
$974K +$408K +968 +72%
WA
5096
Wealthstar Advisors
Texas
$972K +$972K +2,305 New
FL
5097
FreeGulliver LLC
Louisiana
$971K -$366K -869 -27%
DI
5098
DDFG Inc
California
$970K
RFO
5099
RiverGlades Family Offices
Florida
$969K
MAM
5100
Maytree Asset Management
Hong Kong
$969K +$969K +2,300 New