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Microsoft
MSFT

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
+$6.21B
2
Northern Trust
Northern Trust
Illinois
+$4.89B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.4B
4
State Street
State Street
Massachusetts
+$2.36B
5
UBS AM
UBS AM
Illinois
+$2.26B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$16.1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.95B
3
Barclays
Barclays
United Kingdom
-$2B
4
Bank of America
Bank of America
North Carolina
-$1.89B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
2526
CVA Family Office
Colorado
$10.2M +$709K +1,683 +7%
WCM
2527
Wisconsin Capital Management
Wisconsin
$10.2M -$679K -1,610 -6%
BAM
2528
BOCHK Asset Management
Hong Kong
$10.2M -$4.03M -9,550 -28%
FCAS
2529
First Command Advisory Services
Texas
$10.2M +$23.6K +56 +0.2%
TRIA
2530
Trail Ridge Investment Advisors
Colorado
$10.2M +$70.8K +168 +0.7%
ECM
2531
Elgethun Capital Management
South Dakota
$10.2M +$95.7K +227 +0.9%
BCM
2532
Berbice Capital Management
New York
$10.2M +$10.2M +24,150 New
CIM
2533
CIM Investment Management
Pennsylvania
$10.2M -$111K -263 -1%
KLCM
2534
KG&L Capital Management
Louisiana
$10.2M +$1.37M +3,258 +16%
SOS
2535
Silver Oak Securities
Tennessee
$10.2M +$1.75M +4,116 +21%
SA
2536
Sovran Advisors
California
$10.1M +$10.1M +24,356 New
HWMG
2537
Hurlow Wealth Management Group
Indiana
$10.1M -$1.05M -2,496 -9%
APW
2538
Austin Private Wealth
Texas
$10.1M +$847K +2,010 +9%
WP
2539
WealthShield Partners
North Carolina
$10.1M -$737K -1,748 -7%
ITFISA
2540
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$10.1M -$670K -1,577 -6%
KRSITF
2541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.1M +$1.83M +48,946 +22%
KCFA
2542
Key Client Fiduciary Advisors
New Jersey
$10.1M -$52.3K -124 -0.5%
LC
2543
LCNB Corp
Ohio
$10M +$8.01K +19 +0.1%
FIM
2544
Freedom Investment Management
Connecticut
$10M -$725K -1,719 -7%
LI
2545
Louisbourg Investments
New Brunswick, Canada
$10M +$1.12M +3,308 +13%
APIM
2546
Agate Pass Investment Management
Washington
$10M +$656K +1,556 +7%
HFS
2547
Howard Financial Services
Texas
$10M +$2.04M +4,846 +26%
CPWA
2548
Cerro Pacific Wealth Advisors
California
$10M +$41.7K +97 +0.4%
SCM
2549
Sandler Capital Management
New York
$10M +$10M +23,754 New
SAW
2550
Signal Advisors Wealth
Michigan
$9.97M +$1.64M +3,898 +20%
100 101
102
103 104