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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 %
AAS
5326
AdviceOne Advisory Services
Connecticut
$651K +$651K +1,545 New
TA
5327
TKG Advisors
Indiana
$651K -$326K -734 -33%
TWM
5328
Tanglewood Wealth Management
Texas
$651K +$182K +431 +39%
CPWM
5329
Cypress Point Wealth Management
Texas
$650K -$702K -1,665 -52%
HSWS
5330
Higgins & Schmidt Wealth Strategies
Colorado
$649K -$24.4K -58 -4%
SCA
5331
Sippican Capital Advisors
Massachusetts
$648K
N
5332
Numerai
California
$647K +$647K +1,534 New
CWM
5333
Core Wealth Management
Florida
$642K
SWM
5334
SpringVest Wealth Management
Texas
$642K +$642K +1,523 New
CIAS
5335
CBIZ Investment Advisory Services
Ohio
$641K +$15.6K +37 +2%
NPI
5336
New Perspectives Inc
Mississippi
$640K +$422 +1 +0.1%
AWF
5337
Alpha Wealth Funds
Utah
$640K +$640K +1,506 New
CI
5338
Cordant Inc
Oregon
$639K
LWIC
5339
Leith Wheeler Investment Counsel
British Columbia, Canada
$636K +$59.9K +142 +10%
GFG
5340
GR Financial Group
Arizona
$636K +$296K +703 +87%
BOC
5341
Bull Oak Capital
California
$636K +$97.8K +232 +18%
BSWM
5342
Boston Standard Wealth Management
Massachusetts
$635K -$4.22K -10 -0.7%
NI
5343
NFC Investments
Tennessee
$632K
AAMC
5344
Asset Allocation & Management Company
Illinois
$632K +$632K +1,500 New
CC
5345
Climber Capital
Switzerland
$632K +$632K +1,500 New
KP
5346
Kitching Partners
Pennsylvania
$631K +$159K +378 +34%
AWP
5347
Avid Wealth Partners
Texas
$626K -$171K -406 -21%
NECFA
5348
New England Capital Financial Advisors
Connecticut
$625K -$1.26K -3 -0.2%
CA
5349
Corrado Advisors
New Jersey
$624K -$27.4K -65 -4%
SC
5350
Schiavi & Co
Delaware
$623K -$843 -2 -0.1%