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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 %
NFP
5601
NorthLanding Financial Partners
New York
$321K
AFFA
5602
ALM First Financial Advisors
Texas
$320K +$96.9K +230 +43%
MA
5603
McGrath & Associates
North Carolina
$319K +$319K +757 New
MAM
5604
Marquette Asset Management
Minnesota
$318K -$1.23M -2,914 -79%
EA
5605
Ergawealth Advisors
Illinois
$316K -$77.1K -183 -20%
PHM
5606
Prospect Hill Management
New Jersey
$316K
TCM
5607
TABR Capital Management
California
$316K +$316K +749 New
DWM
5608
David Wealth Management
Virginia
$315K +$315K +747 New
IWM
5609
Inlight Wealth Management
Georgia
$314K +$314K +744 New
1L
5610
10Elms LLP
Oklahoma
$312K +$312K +740 New
LA
5611
LPF Advisors
Florida
$310K
BWM
5612
Buska Wealth Management
Wisconsin
$310K +$52.3K +124 +20%
OAP
5613
One Advisory Partners
Kansas
$309K
MFS
5614
McNamara Financial Services
Massachusetts
$309K
CIM
5615
Corbyn Investment Management
Maryland
$309K -$33.7K -80 -10%
JC
5616
JBGlobal.com
New York
$309K +$309K +732 New
RW
5617
Ridgeline Wealth
Arizona
$307K +$307K +728 New
RHJA
5618
Rice Hall James & Associates
California
$307K
HWA
5619
Hillcrest Wealth Advisors
New Jersey
$307K
HCM
5620
Hudson Capital Management
New Jersey
$301K +$19K +45 +7%
VBA
5621
von Borstel & Associates
Oregon
$300K +$22.8K +54 +8%
WWWM
5622
White Wing Wealth Management
Texas
$300K +$30.3K +72 +11%
SFA
5623
Spectrum Financial Alliance
Kentucky
$299K
NEPPG
5624
New England Professional Planning Group
Rhode Island
$299K +$31.2K +74 +12%
AWA
5625
Aquire Wealth Advisors
Utah
$299K -$3.37K -8 -1%