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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 %
LWMT
5251
Legacy Wealth Management (Tennessee)
Tennessee
$760K +$45.9K +109 +6%
PWM
5252
Praetorian Wealth Management
California
$760K +$760K +1,803 New
AWMNH
5253
Arcadia Wealth Management (New Hampshire)
New Hampshire
$759K -$58.6K -139 -7%
BWP
5254
BlueStem Wealth Partners
Minnesota
$757K +$757K +1,796 New
GWA
5255
Gutierrez Wealth Advisory
Arkansas
$756K +$756K +1,794 New
VI
5256
VanderPol Investments
Michigan
$756K +$54.8K +130 +8%
EPP
5257
ETF Portfolio Partners
Kansas
$754K
RWM
5258
Rolek Wealth Management
Pennsylvania
$753K +$753K +1,786 New
ICM
5259
Innovator Capital Management
Illinois
$753K +$448K +1,064 +147%
RWM
5260
Riverchase Wealth Management
Texas
$753K +$753K +1,785 New
CFGF
5261
Compass Financial Group (Florida)
Florida
$752K
DI
5262
Disciplined Investments
Oklahoma
$752K +$172K +407 +30%
FI
5263
FIDELIS iM
Oregon
$751K +$1.26K +3 +0.2%
MAP
5264
Moody Aldrich Partners
Massachusetts
$750K -$129K -307 -15%
TB
5265
Terril Brothers
Missouri
$749K +$379K +900 +103%
CFG
5266
Cornerstone Financial Group
Nebraska
$747K +$747K +1,772 New
SC
5267
Scratch Capital
Idaho
$742K +$742K +1,761 New
SWA
5268
ShankerValleau Wealth Advisors
Illinois
$741K -$335K -795 -31%
CCMT
5269
CMT Capital Markets Trading
Germany
$738K -$105K -250 -13%
PM
5270
Parametrica Management
Hong Kong
$738K -$413K -981 -36%
EWA
5271
Elevate Wealth Advisory
Georgia
$737K +$440K +1,043 +148%
SBF
5272
Sara-Bay Financial
Florida
$734K +$53.5K +126 +8%
SSC
5273
Syverson Strege & Co
Iowa
$734K +$512K +1,216 +232%
RFA
5274
RTD Financial Advisors
Pennsylvania
$734K +$131K +311 +22%
PF
5275
Penney Financial
Texas
$732K +$16.9K +40 +2%