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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 %
VWM
5301
VanWeelden Wealth Management
Ohio
$695K +$695K +1,650 New
CPA
5302
Clear Point Advisors
New York
$695K -$33.7K -80 -5%
HPA
5303
High Probability Advisors
New York
$693K +$2.53K +6 +0.4%
AWM
5304
AAF Wealth Management
Massachusetts
$691K
AFG
5305
Arkansas Financial Group
Arkansas
$690K -$25.3K -60 -4%
SVWG
5306
Shared Vision Wealth Group
United States
$689K -$35K -83 -5%
LWM
5307
Luminvest Wealth Management
Arizona
$687K +$12.2K +29 +2%
FFG
5308
Foundry Financial Group
New Hampshire
$686K -$27.4K -65 -4%
SC
5309
Schoolcraft Capital
Colorado
$684K
SC
5310
Schubert & Co
Texas
$681K +$77.6K +184 +13%
TFG
5311
Tull Financial Group
Virginia
$679K +$679K +1,612 New
KG
5312
Kilter Group
New York
$678K +$678K +1,608 New
MFG
5313
Mendota Financial Group
Wisconsin
$675K -$110K -262 -14%
FOR
5314
Family Office Research
Maryland
$675K +$675K +1,601 New
DMKJ
5315
David M. Knott Jr
$674K
CSIA
5316
Carl Stuart Investment Advisor
Texas
$673K +$421 +1 +0.1%
AWMNY
5317
Arcadia Wealth Management (New York)
New York
$673K +$673K +1,596 New
SWM
5318
Sagace Wealth Management
Florida
$672K -$41.3K -98 -6%
CMMS
5319
Comprehensive Money Management Services
Florida
$672K +$672K +1,595 New
MF
5320
Manuka Financial
Virginia
$672K +$672K +1,594 New
VWA
5321
Valued Wealth Advisors
Utah
$671K -$12.2K -29 -2%
NWA
5322
Navis Wealth Advisors
New York
$666K +$117K +278 +21%
MB
5323
Mizuho Bank
Japan
$662K +$662K +1,570 New
SCA
5324
Strathmore Capital Advisors
North Carolina
$660K +$660K +1,567 New
TF
5325
Threadgill Financial
Texas
$652K +$3.79K +9 +0.6%