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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 %
AA
5451
AlphaMark Advisors
Kentucky
$494K +$78.8K +187 +19%
EFG
5452
Ehrlich Financial Group
California
$494K -$9.28K -22 -2%
GSC
5453
Ground Swell Capital
South Carolina
$493K -$8.62M -20,462 -95%
RCM
5454
Riggs Capital Management
Utah
$488K +$488K +1,157 New
SWM
5455
Seaside Wealth Management
California
$488K +$74.2K +176 +18%
TWP
5456
Total Wealth Planning
Ohio
$487K +$487K +1,155 New
AC
5457
Avant Capital
Louisiana
$487K +$487K +1,154 New
CWP
5458
Corepath Wealth Partners
Arizona
$484K +$86.9K +209 +22%
TVM
5459
True Vision MN
Minnesota
$484K -$6.74K -16 -1%
CAG
5460
Compass Advisory Group
New York
$482K
JPT
5461
Jordan Park Trust
New Hampshire
$481K +$481K +1,141 New
AWA
5462
Adapt Wealth Advisors
Georgia
$480K +$15.2K +36 +3%
LWM
5463
Latko Wealth Management
Illinois
$479K +$35K +83 +8%
STFP
5464
Signal Tree Financial Partners
Ohio
$479K +$479K +1,136 New
MC
5465
McCarthy & Cox
Ohio
$476K +$2.11K +5 +0.4%
RPA
5466
Redwood Park Advisors
California
$474K +$474K +1,125 New
GCM
5467
Graver Capital Management
Ohio
$471K +$471K +1,117 New
FWM
5468
FMA Wealth Management
Massachusetts
$469K
LAM
5469
Lountzis Asset Management
Pennsylvania
$468K
LWMI
5470
Legacy Wealth Management (Idaho)
Idaho
$466K +$17.2K +42 +4%
LIS
5471
Legacy Investment Solutions
Idaho
$466K +$17.2K +42 +4%
SPA
5472
Sherbrooke Park Advisers
New York
$466K -$760K -1,802 -62%
JPG
5473
Jordan Park Group
California
$464K
CC
5474
Carlson Capital
Texas
$464K +$464K +1,100 New
DACS
5475
Dymon Asia Capital (Singapore)
Singapore
$464K +$464K +1,100 New