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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 %
DW
5201
Dodds Wealth
Colorado
$812K -$22.3K -50 -3%
PWM
5202
Parkshore Wealth Management
California
$809K +$809K +1,920 New
CPA
5203
Compass Planning Associates
Massachusetts
$809K +$809K +1,919 New
RWM
5204
Ruedi Wealth Management
Illinois
$806K +$8.43K +20 +1%
WSFG
5205
Wall Street Financial Group
Illinois
$806K +$111K +263 +16%
EW
5206
Enzi Wealth
Texas
$803K +$24.5K +55 +3%
DFC
5207
DBK Financial Counsel
Ohio
$802K -$843 -2 -0.1%
QFPS
5208
Quantum Financial Planning Services
Washington
$802K +$802K +1,903 New
KWM
5209
Kiker Wealth Management
Georgia
$802K +$802K +1,903 New
DP
5210
Denver PWM
Colorado
$799K -$29.9K -71 -4%
BWM
5211
Brickley Wealth Management
California
$799K -$35.8K -85 -4%
AIFS
5212
A&I Financial Services
Colorado
$799K +$799K +1,895 New
SWM
5213
Shakespeare Wealth Management
Wisconsin
$799K +$45.9K +109 +6%
WH
5214
Whitcomb & Hess
Ohio
$797K +$4.64K +11 +0.6%
MIM
5215
Martin Investment Management
Florida
$795K -$4.22K -10 -0.5%
SMF
5216
Sterling Manor Financial
New York
$795K -$40K -95 -5%
LSL
5217
Legacy Solutions LLC
Pennsylvania
$794K +$794K +1,883 New
LW
5218
Lauer Wealth
Indiana
$793K +$126K +300 +19%
CF
5219
Cyr Financial
Illinois
$791K +$38.8K +92 +5%
CWA
5220
Capital Wealth Alliance
Arizona
$790K +$5.06K +12 +0.6%
ICCON
5221
Investment Counsel Company of Nevada
Nevada
$790K +$790K +1,873 New
ETS
5222
ESL Trust Services
New York
$789K -$105K -250 -12%
HFS
5223
Hughes Financial Services
Virginia
$787K +$787K +1,868 New
CI
5224
Ceera Investments
Texas
$784K -$42.1K -100 -5%
CWA
5225
Core Wealth Advisors
Florida
$782K +$11.4K +27 +1%