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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 %
PS
2651
Pensionfund Sabic
Netherlands
$9.1M -$4.64M -11,000 -34%
BWM
2652
Bernard Wealth Management
Michigan
$9.09M +$9.09M +21,576 New
SC
2653
Solstein Capital
California
$9.09M -$2.11K -5 -0%
UAM
2654
Unison Asset Management
Florida
$9.09M +$201K +478 +2%
FWA
2655
FSM Wealth Advisors
Ohio
$9.09M +$711K +1,674 +8%
SIC
2656
SFE Investment Counsel
California
$9.09M +$377K +895 +4%
FZCM
2657
Flynn Zito Capital Management
New York
$9.07M -$37.9K -90 -0.4%
HAM
2658
Harber Asset Management
North Carolina
$9.06M +$9.06M +21,500 New
HCM
2659
Hillman Capital Management
Maryland
$9.06M -$919K -2,181 -9%
TWP
2660
Tempus Wealth Planning
California
$9.01M +$62.4K +148 +0.7%
ACGA
2661
Atlanta Consulting Group Advisors
Georgia
$9M -$2.31M -5,490 -20%
AGWCA
2662
Annis Gardner Whiting Capital Advisors
Florida
$8.98M -$1.52M -3,608 -14%
MWS
2663
Maxwell Wealth Strategies
California
$8.98M -$231K -549 -3%
RDIA
2664
RE Dickinson Investment Advisors
Iowa
$8.98M – – –
BAM
2665
Byrne Asset Management
New Jersey
$8.97M +$18.5K +44 +0.2%
WW
2666
Windle Wealth
Oklahoma
$8.96M +$383K +908 +4%
PCH
2667
PGIM Custom Harvest
New Jersey
$8.96M +$630K +1,494 +8%
FPF
2668
First Pacific Financial
Washington
$8.93M +$288K +683 +3%
IAS
2669
IMA Advisory Services
Colorado
$8.93M +$56.1K +133 +0.6%
FCT
2670
First Community Trust
Iowa
$8.93M +$62K +147 +0.7%
RFWA
2671
RPg Family Wealth Advisory
Massachusetts
$8.92M +$397K +942 +5%
PWA
2672
Providence Wealth Advisors
Illinois
$8.92M -$433K -1,014 -5%
AFS
2673
Aft Forsyth & Sober
Florida
$8.91M – – –
AWC
2674
Abundance Wealth Counselors
Pennsylvania
$8.91M +$220K +521 +3%
AP
2675
Adero Partners
California
$8.9M +$467K +1,108 +6%
105 106
107
108 109