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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 %
MAWAG
5501
Mid-American Wealth Advisory Group
Missouri
$436K +$59.4K +141 +16%
CIM
5502
Cambria Investment Management
California
$435K +$435K +1,033 New
5W
5503
5T Wealth
California
$435K +$435K +1,031 New
FFW
5504
Fusion Family Wealth
New York
$435K +$59K +140 +16%
IWC
5505
Infinity Wealth Counsel
Ohio
$432K +$432K +1,024 New
SWP
5506
Significant Wealth Partners
Illinois
$430K -$205K -487 -32%
VF
5507
Vista Finance
Missouri
$428K -$2.53K -6 -0.6%
G
5508
Gainplan
Michigan
$428K +$5.06K +12 +1%
SC
5509
Steph & Co
Wisconsin
$428K -$126K -298 -23%
BWA
5510
Bestgate Wealth Advisors
Maryland
$428K +$428K +1,015 New
VF
5511
Vawter Financial
Ohio
$427K +$23.2K +55 +6%
PS
5512
Pinney & Scofield
Massachusetts
$427K +$427K +1,014 New
HCA
5513
Hyperion Capital Advisors
New York
$424K
DF
5514
Define Financial
California
$424K +$424K +1,005 New
AFS
5515
AFG Fiduciary Services
Massachusetts
$424K +$13.6K +32 +3%
Group One Trading
5516
Group One Trading
Illinois
$423K -$2.72M -6,450 -87%
IFA
5517
Interactive Financial Advisors
Illinois
$422K
QOP
5518
Quinn Opportunity Partners
Virginia
$422K
BWM
5519
Benchmark Wealth Management
Connecticut
$421K -$10.5K -25 -2%
WI
5520
WJ Interests
Texas
$420K -$49.7K -118 -11%
NA
5521
Nestegg Advisors
New York
$419K +$419K +964 New
TWCA
5522
Two West Capital Advisors
Kansas
$418K +$60.3K +143 +17%
SPIA
5523
Strategic Point Investment Advisors
Rhode Island
$416K
MGWA
5524
Monument Group Wealth Advisors
Massachusetts
$412K -$340K -806 -45%
BWM
5525
BCGM Wealth Management
Indiana
$412K +$3.8K +9 +0.9%