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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 %
WFPG
5351
Waller Financial Planning Group
Ohio
$622K +$421 +1 +0.1%
EFP
5352
EnRich Financial Partners
Wisconsin
$622K
DLHL
5353
Donald L. Hagan LLC
Florida
$613K
DWS
5354
Dynamic Wealth Strategies
California
$613K -$2.95K -7 -0.5%
TCM
5355
TT Capital Management
California
$611K +$611K +1,443 New
JWM
5356
JDH Wealth Management
California
$611K +$611K +1,449 New
CFO
5357
Custos Family Office
Texas
$610K +$207K +490 +51%
CCM
5358
Cutler Capital Management
Massachusetts
$610K +$112K +266 +23%
DWM
5359
Denver Wealth Management
Colorado
$609K -$6.74K -16 -1%
BA
5360
BCM Advisors
Louisiana
$608K +$31.4K +76 +5%
FIA
5361
FPC Investment Advisory
California
$604K +$225K +543 +60%
DP
5362
Divergent Planning
Maryland
$601K
FAM
5363
Fenimore Asset Management
New York
$600K -$11.8K -28 -2%
OA
5364
Oceanside Advisors
South Carolina
$600K
RCWM
5365
Red Crane Wealth Management
California
$596K +$596K +1,415 New
SIA
5366
Spectrum Investment Advisors
Wisconsin
$595K +$4.22K +10 +0.7%
RS
5367
R Squared
Hong Kong
$594K +$594K +1,410 New
WFC
5368
Western Financial Corp
California
$594K +$83.4K +198 +16%
KTA
5369
Keeley-Teton Advisors
Illinois
$593K
LTL
5370
Lowery Thomas LLC
California
$591K +$67.8K +161 +13%
FCG
5371
Financial Connections Group
California
$591K -$37.1K -88 -6%
MCA
5372
Martin Capital Advisors
Texas
$590K +$590K +1,400 New
SLT
5373
St Louis Trust
Missouri
$590K -$86K -204 -13%
PVAMC
5374
PPS&V Asset Management Consultants
Michigan
$588K +$421 +1 +0.1%
PCM
5375
Passive Capital Management
Maryland
$587K +$253K +600 +76%