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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 %
WAM
5576
WFA Asset Management
Wisconsin
$347K -$56.5K -134 -14%
S4W
5577
Solutions 4 Wealth
Texas
$346K -$28.7K -68 -8%
MF
5578
Magnetar Financial
Illinois
$344K -$126K -299 -27%
BIA
5579
Barry Investment Advisors
Massachusetts
$344K +$1.69K +4 +0.5%
SIAM
5580
Sterling Investment Advisors (Missouri)
Missouri
$340K
BWM
5581
Biltmore Wealth Management
Arizona
$339K +$421 +1 +0.1%
CWM
5582
Certus Wealth Management
California
$339K -$13.6K -33 -4%
LWAM
5583
Legacy Wealth Asset Management
Minnesota
$338K
LODC
5584
Lanham O'Dell & Company
West Virginia
$337K
SF
5585
SageOak Financial
Oklahoma
$336K +$336K +797 New
SIAS
5586
Summit Investment Advisory Services
Minnesota
$335K
EL
5587
EQ LLC
Washington
$335K +$16.4K +39 +5%
BIS
5588
BG Investment Services
Guam
$332K +$332K +788 New
HAFS
5589
Hapanowicz & Associates Financial Services
Pennsylvania
$331K
PWG
5590
Private Wealth Group
Florida
$330K
PFA
5591
Pinnacle Family Advisors
Missouri
$329K +$21.1K +50 +7%
KC
5592
Kinloch Capital
Virginia
$328K
BCM
5593
Beddow Capital Management
Wyoming
$327K
SA
5594
Sincerus Advisory
New York
$327K +$327K +775 New
GVCM
5595
Global View Capital Management
Wisconsin
$326K +$326K +780 New
DB
5596
Dravo Bay
Delaware
$326K +$30.8K +73 +10%
MWM
5597
Maltin Wealth Management
New Jersey
$325K -$4.64K -11 -1%
PFA
5598
Peak Financial Advisors
Colorado
$324K -$2.95M -6,989 -90%
BCA
5599
Bernzott Capital Advisors
California
$323K +$323K +767 New
AF
5600
Amara Financial
California
$322K