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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 %
GWA
5376
Genesis Wealth Advisors
Massachusetts
$585K +$585K +1,387 New
GG
5377
GenWealth Group
New Jersey
$583K +$15.2K +36 +3%
AAG
5378
Avalon Advisory Group
Pennsylvania
$582K
TC
5379
TAGStone Capital
North Carolina
$579K +$29.9K +71 +5%
BFP
5380
Briaud Financial Planning
Texas
$578K +$158K +374 +38%
WIC
5381
Whitegate Investment Counselors
New Hampshire
$576K +$422 +1 +0.1%
OKSA
5382
O'Keefe Stevens Advisory
New York
$574K
ECM
5383
EMC Capital Management
Texas
$573K -$3.42M -8,110 -86%
LWA
5384
LifeGoal Wealth Advisors
New York
$572K +$572K +1,357 New
LKBC
5385
L.K. Benson & Company
Maryland
$572K +$572K +1,357 New
LWA
5386
Ledgewood Wealth Advisors
New Hampshire
$569K
VFG
5387
Valley Financial Group
Pennsylvania
$567K +$5.06K +12 +0.9%
LAM
5388
Lifestyle Asset Management
Texas
$566K +$36.7K +87 +7%
MFGP
5389
Marshall Financial Group (Pennsylvania)
Pennsylvania
$566K
GWM
5390
Grand Wealth Management
Michigan
$565K -$6.74K -16 -1%
LFA
5391
LifeGuide Financial Advisors
Pennsylvania
$564K +$199K +472 +55%
OFG
5392
Opulen Financial Group
Virginia
$563K +$563K +1,336 New
LFWA
5393
LBJ Family Wealth Advisors
Texas
$562K -$5.48K -13 -1%
AC
5394
Attessa Capital
Arizona
$560K +$560K +1,329 New
JCIA
5395
Jackson Creek Investment Advisors
Colorado
$560K +$421 +1 +0.1%
NLWP
5396
Next Level Wealth Planning
Idaho
$559K +$559K +1,327 New
FF
5397
Financial Futures
New Jersey
$559K -$35K -83 -6%
CMP
5398
Courage Miller Partners
Virginia
$555K -$32.9K -78 -6%
BBWP
5399
Beacon Bridge Wealth Partners
Pennsylvania
$552K
GFG
5400
Grantvest Financial Group
New Jersey
$551K +$551K +1,307 New