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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 %
AC
5426
Applied Capital
Arkansas
$530K -$422 -1 -0.1%
HFA
5427
Highland Financial Advisors
New Jersey
$528K +$200K +474 +61%
JSA
5428
Jim Saulnier & Associates
Colorado
$528K +$843 +2 +0.2%
KFG
5429
Kingdom Financial Group
Arizona
$522K -$1.69K -4 -0.3%
LWMNY
5430
Landmark Wealth Management (New York)
New York
$521K +$422 +1 +0.1%
GWM
5431
Guardian Wealth Management
Illinois
$519K
MAM
5432
McCarthy Asset Management
California
$519K -$4.64K -11 -0.9%
FOFP
5433
Fee-Only Financial Planning
South Carolina
$517K
BFP
5434
Beacon Financial Planning
Massachusetts
$514K +$843 +2 +0.2%
IWM
5435
IMG Wealth Management
Florida
$512K +$512K +1,214 New
PGF
5436
Plan Group Financial
Oklahoma
$511K +$16.4K +39 +3%
KAM
5437
Kraft Asset Management
Tennessee
$511K -$20.5K -48 -4%
OFP
5438
OLIO Financial Planning
Virginia
$510K +$24.4K +58 +5%
TCTWM
5439
Three Cord True Wealth Management
Pennsylvania
$510K +$510K +1,209 New
AFTS
5440
American Financial & Tax Strategies
New York
$509K +$28.7K +68 +6%
T
5441
TrueFG
Texas
$508K -$48.9K -116 -9%
LL
5442
LPWM LLC
Minnesota
$507K
WTG
5443
West Tower Group
Virginia
$506K +$506K +1,200 New
HC
5444
Hoese & Co
Minnesota
$504K -$125K -297 -20%
GWAM
5445
Guardian Wealth Advisors (Minnesota)
Minnesota
$504K -$28.2K -67 -5%
SG
5446
Strid Group
Pennsylvania
$503K
AIM
5447
Aigen Investment Management
New York
$502K -$1.4M -3,333 -74%
SHF
5448
Safe Harbor Fiduciary
Florida
$500K +$31.2K +74 +7%
FCT
5449
Family Capital Trust
Massachusetts
$499K -$42.2K -100 -8%
TFP
5450
Traction Financial Partners
Wyoming
$496K +$39.6K +94 +9%