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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 %
CWM
5401
Capital Wealth Management
Rhode Island
$550K
RBCM
5402
Raub Brock Capital Management
California
$548K
MSA
5403
Marathon Strategic Advisors
Pennsylvania
$548K -$24.5K -58 -4%
ACM
5404
Anfield Capital Management
California
$548K +$3.79K +9 +0.7%
HWMT
5405
Heritage Wealth Management (Texas)
Texas
$546K
DWM
5406
DKM Wealth Management
California
$545K +$545K +1,294 New
IHWM
5407
Iron Horse Wealth Management
Iowa
$543K +$245K +582 +82%
Q1WB
5408
Quest 10 Wealth Builders
Virginia
$542K +$542K +1,287 New
PA
5409
Prism Advisors
California
$542K -$422 -1 -0.1%
PAM
5410
PVG Asset Management
Colorado
$542K +$542K +1,286 New
DFG
5411
Dynamic Financial Group
Iowa
$542K +$542K +1,286 New
SHIM
5412
Stone House Investment Management
Pennsylvania
$540K -$88.9K -211 -14%
BF
5413
Bonfire Financial
Colorado
$538K +$538K +1,276 New
FPCG
5414
Forum Private Client Group
Indiana
$537K +$89.8K +213 +20%
LIM
5415
Lagoda Investment Management
New York
$537K
SPIO
5416
Seven Post Investment Office
California
$537K -$2.19M -5,187 -80%
BWA
5417
Brave Warrior Advisors
New York
$537K +$316K +750 +143%
OBWP
5418
O'Brien Wealth Partners
Massachusetts
$536K
BWL
5419
Beacon Wealthcare LLC
North Carolina
$535K -$42.2K -100 -7%
AIS
5420
American Investment Services
Massachusetts
$535K +$18.1K +43 +4%
RPGNY
5421
Retirement Planning Group (New York)
New York
$535K +$535K +1,270 New
KIC
5422
Keating Investment Counselors
Florida
$533K
HOWA
5423
Heritage Oak Wealth Advisors
Florida
$533K -$3.69M -8,744 -87%
TAM
5424
TCP Asset Management
Ohio
$532K +$9.27K +22 +2%
BP
5425
BCK Partners
New York
$532K -$38.8K -92 -7%