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Microsoft
MSFT

Overview Fund Activity

5,210 hedge funds and large institutions have $2.36T invested in Microsoft in 2024 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 2,374 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,210
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.77%
Holding in Top 10
2,996
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,374
Reduced
2,232
Closed
104
Calls
$47.9B
Puts
$45.8B
Net Calls
+$2.13B
Net Calls Change
+$5.33B

Top Buyers

1
Swedbank
Swedbank
Sweden
+$6.1B
2
UBS AM
UBS AM
Illinois
+$5.06B
3
BlackRock
BlackRock
New York
+$3.56B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.54B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.17B

Top Sellers

1
GA
GFS Advisors
Texas
-$8.02B
2
Capital World Investors
Capital World Investors
California
-$3.51B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.44B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.14B
5
Capital International Investors
Capital International Investors
California
-$2.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
2526
My Legacy Advisors
Oregon
$10M -$138K -308 -1%
CWG
2527
Crown Wealth Group
North Carolina
$10M +$110K +245 +1%
SOW
2528
State of Wyoming
Wyoming
$10M +$475K +1,062 +5%
BCM
2529
Blume Capital Management
California
$10M -$31.3K -70 -0.3%
PAWA
2530
Palo Alto Wealth Advisors
California
$10M -$106K -237 -1%
SIM
2531
Seaview Investment Managers
Florida
$10M -$747K -1,671 -7%
SSA
2532
Sierra Summit Advisors
Nevada
$9.97M +$259K +579 +3%
PB
2533
Pinnacle Bancorp
Nebraska
$9.96M -$62.6K -140 -0.6%
CPRC
2534
Consolidated Portfolio Review Corp
New York
$9.95M +$655K +1,465 +7%
TIA
2535
Trust Investment Advisors
Indiana
$9.95M -$155K -346 -2%
DWM
2536
Diversify Wealth Management
Utah
$9.94M +$9.94M +25,149 New
CRI
2537
Colonial River Investments
Virginia
$9.93M +$175K +392 +2%
TWM
2538
Tanager Wealth Management
United Kingdom
$9.92M +$7.17M +16,051 +261%
RFA
2539
Resurgent Financial Advisors
Georgia
$9.91M -$617K -1,381 -6%
MAM
2540
Montchanin Asset Management
Delaware
$9.89M – – –
WWM
2541
WT Wealth Management
Arizona
$9.88M +$357K +798 +4%
BCPWM
2542
Bradley & Co Private Wealth Management
Florida
$9.87M -$284K -635 -3%
KCM
2543
Kathmere Capital Management
Pennsylvania
$9.87M +$1.03M +2,306 +12%
SW
2544
StrongBox Wealth
Missouri
$9.87M +$1.71M +3,828 +21%
GC
2545
Globeflex Capital
California
$9.85M – – –
HIS
2546
Horizon Investment Services
Indiana
$9.81M -$44.3K -99 -0.4%
CFMC
2547
Curbstone Financial Management Corp
New Hampshire
$9.81M -$392K -876 -4%
PP
2548
Prospector Partners
Connecticut
$9.8M +$92.1K +206 +0.9%
MA
2549
MJP Associates
Connecticut
$9.79M +$542K +1,213 +6%
PWA
2550
Providence Wealth Advisors
Illinois
$9.79M +$32.1K +71 +0.3%
100 101
102
103 104