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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 %
ACM
5176
Alamar Capital Management
California
$857K -$1.26K -3 -0.1%
EC
5177
Eaton-Cambridge
Arizona
$856K +$43.4K +103 +5%
KRW
5178
Kaufman Rossin Wealth
Florida
$855K +$855K +2,028 New
DFA
5179
DHK Financial Advisors
New Hampshire
$853K +$421 +1 +0%
LIWM
5180
Long Island Wealth Management
New York
$851K +$4.22K +10 +0.5%
WAM
5181
Warberg Asset Management
Illinois
$843K +$843K +2,000 New
SG
5182
Sharper & Granite
California
$839K +$143K +340 +21%
FFWM
5183
Future Financial Wealth Management
Ohio
$839K
PJWM
5184
Philip James Wealth Mangement
Georgia
$838K +$97K +230 +13%
SAM
5185
Sequent Asset Management
Texas
$836K +$421 +1 +0.1%
BHWA
5186
Beacon Harbor Wealth Advisors
Virginia
$835K -$29.5K -70 -3%
IWP
5187
IAG Wealth Partners
Wisconsin
$835K +$21.5K +51 +3%
CFG
5188
Certior Financial Group
Pennsylvania
$833K +$833K +1,976 New
IMC
5189
Investment Management Corporation
Virginia
$831K +$831K +1,971 New
BP
5190
BWM Planning
Texas
$830K -$40K -95 -5%
OWM
5191
Orca Wealth Management
Florida
$828K +$828K +1,965 New
TIM
5192
Total Investment Management
Arizona
$825K +$128K +303 +18%
HIW
5193
Holos Integrated Wealth
Pennsylvania
$822K +$822K +1,951 New
BI
5194
Beckerman Institutional
New Jersey
$822K +$73.3K +174 +10%
HWM
5195
HRC Wealth Management
Idaho
$822K +$365K +865 +80%
FEM
5196
Fulcrum Equity Management
Texas
$819K +$121K +286 +17%
CWA
5197
Centerline Wealth Advisors
Kentucky
$818K +$818K +1,958 New
AWM
5198
Allen Wealth Management
North Carolina
$817K -$146K -346 -15%
VWM
5199
Vermillion Wealth Management
Minnesota
$815K +$815K +1,933 New
PFA
5200
Plotkin Financial Advisors
Maryland
$812K +$15.6K +37 +2%