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Microsoft

5,782 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, 2,477 increasing their positions, 2,194 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,782
Holders Change
+543
Holders Change %
+10.36%
% of All Funds
76.99%
Holding in Top 10
3,014
Holding in Top 10 Change
+182
Holding in Top 10 Change %
+6.43%
% of All Funds
40.13%
New
739
Increased
2,477
Reduced
2,194
Closed
95
Calls
$45.1B
Puts
$46.1B
Net Calls
-$981M
Net Calls Change
+$3.04B
Name Holding Trade Value Shares
Change
Shares
Change %
LPP
5701
Life Planning Partners
Florida
$228K +$11K +26 +5%
HEIP
5702
Hudson Edge Investment Partners
New Jersey
$225K +$11K +26 +5%
BWA
5703
BCU Wealth Advisors
Illinois
$224K
KWM
5704
Kanen Wealth Management
Florida
$224K
ES
5705
ETF Store
Kansas
$220K -$97.4K -231 -31%
PMIM
5706
Prudent Man Investment Management
Colorado
$219K +$219K +520 New
EA
5707
Evergreen Advisors
Tennessee
$218K +$218K +518 New
LKWM
5708
Lee-Kelleher Wealth Management
Maryland
$217K +$217K +516 New
ASG
5709
Ariston Services Group
California
$217K
HMS
5710
Hanseatic Management Services
New Mexico
$214K -$934K -2,215 -81%
JWBC
5711
John W. Brooker & Co
California
$214K -$1.26K -3 -0.6%
MADFP
5712
Michael A Dubis Financial Planning
Wisconsin
$213K +$213K +506 New
WFS
5713
Weitzel Financial Services
Iowa
$211K
QFMHK
5714
Q Fund Management (Hong Kong)
$211K +$211K +500 New
DWM
5715
Daner Wealth Management
Georgia
$210K +$210K +506 New
BGC
5716
Beutel, Goodman & Co
Ontario, Canada
$210K -$162K -386 -44%
SFG
5717
Socha Financial Group
New York
$209K +$209K +496 New
AA
5718
AF Advisors
California
$208K
PPW
5719
PACK Private Wealth
Minnesota
$208K
WPWM
5720
Windward Private Wealth Management
Kansas
$207K -$211K -500 -50%
VI
5721
Versor Investments
New York
$207K +$207K +490 New
APW
5722
Atlantic Private Wealth
North Carolina
$204K +$40.1K +95 +24%
MAV
5723
Mason & Associates (Virginia)
Virginia
$204K +$204K +483 New
RC
5724
Rareview Capital
Nevada
$203K
LFA
5725
Livelsberger Financial Advisory
Ohio
$202K +$421 +1 +0.2%