MSFT icon

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 %
PFG
2776
Prosperity Financial Group
California
$8.07M +$114K +255 +1%
BOS
2777
Bank of Stockton
California
$8.07M -$14.7K -33 -0.2%
AMG
2778
Advisors Management Group
Wisconsin
$8.06M -$2.99M -6,689 -27%
NBT
2779
Northwest Bank & Trust
Iowa
$8.06M -$84K -188 -1%
PAM
2780
Peninsula Asset Management
Florida
$8.05M +$91.6K +205 +1%
WBG
2781
Wharton Business Group
Pennsylvania
$8.04M -$241K -539 -3%
IPW
2782
IronBridge Private Wealth
Texas
$8.04M -$89.4K -200 -1%
AHIA
2783
Andrew Hill Investment Advisors
Florida
$8.04M +$577K +1,292 +8%
RCA
2784
Ranch Capital Advisors
Florida
$8.02M +$127K +285 +2%
ITC
2785
Inspire Trust Company
Nevada
$8.01M +$3.8M +8,498 +90%
UAG
2786
United Advisor Group
Ohio
$8.01M +$337K +753 +4%
BSA
2787
Bull Street Advisors
Georgia
$8.01M -$15.6K -35 -0.2%
MFG
2788
Mosaic Financial Group
Illinois
$8.01M -$27.3K -61 -0.3%
UAML
2789
US Asset Management LLC
Pennsylvania
$8M -$261K -584 -3%
SFG
2790
Synergy Financial Group
California
$7.99M -$251K -561 -3%
LM
2791
Lincluden Management
Ontario, Canada
$7.99M -$291K -650 -4%
LA
2792
Lifeworks Advisors
Michigan
$7.98M +$1.8M +4,026 +29%
AM
2793
Atwater Malick
Pennsylvania
$7.98M +$169K +378 +2%
LAM
2794
Lynch Asset Management
Pennsylvania
$7.98M – – –
KIG
2795
Kowal Investment Group
Wisconsin
$7.98M +$349K +781 +5%
CASB
2796
Cape Ann Savings Bank
Massachusetts
$7.97M -$221K -495 -3%
AC
2797
Aristides Capital
Kentucky
$7.96M – – –
FM
2798
Freemont Management
Switzerland
$7.96M -$39.2M -87,700 -83%
HCM
2799
Highview Capital Management
Illinois
$7.96M +$427K +955 +6%
SPWM
2800
Schrum Private Wealth Management
Florida
$7.95M -$43.4K -97 -0.5%
110 111
112
113 114