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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 %
ACP
2801
Aveo Capital Partners
Colorado
$7.95M -$6.24M -13,963 -44%
NFA
2802
Northwest Financial Advisors
Virginia
$7.94M -$14.3K -32 -0.2%
HFA
2803
Harbert Fund Advisors
Alabama
$7.93M – – –
WCFA
2804
Walkner Condon Financial Advisors
Wisconsin
$7.92M -$80.9K -181 -1%
MC
2805
Matisse Capital
Oregon
$7.92M -$369K -826 -4%
BAM
2806
Beaumont Asset Management
Texas
$7.92M +$4.02K +9 +0.1%
CC
2807
Carlson Capital
Texas
$7.91M -$10.9M -24,367 -58%
MC
2808
Mathes Company
New York
$7.9M -$19.7K -44 -0.2%
TFA
2809
Transamerica Financial Advisors
Florida
$7.89M – – –
UBG
2810
United Bank (Georgia)
Georgia
$7.89M +$23.7K +53 +0.3%
UCB
2811
United Community Bank
South Carolina
$7.88M -$627K -1,403 -7%
MPCA
2812
Madison Park Capital Advisors
Washington
$7.87M +$1.52M +3,395 +24%
JF
2813
JSF Financial
California
$7.87M +$295K +661 +4%
CAL
2814
Capital Advisors Ltd
Ohio
$7.86M +$67.9K +152 +0.9%
BOM
2815
Bank of Marin
California
$7.86M -$154K -345 -2%
CVA
2816
Central Valley Advisors
California
$7.86M +$153K +389 +2%
TVWM
2817
Tower View Wealth Management
Wisconsin
$7.86M +$46.9K +105 +0.6%
WR
2818
WD Rutherford
Oregon
$7.84M -$192K -430 -2%
BCM
2819
Bienville Capital Management
New York
$7.84M +$77.8K +174 +1%
SPFA
2820
Summit Place Financial Advisors
New Jersey
$7.84M -$112K -250 -1%
NAAA
2821
New Age Alpha Advisors
New York
$7.83M +$1.13M +2,523 +17%
GBA
2822
Garrison Bradford & Associates
New York
$7.83M +$105K +235 +1%
PWS
2823
Peloton Wealth Strategists
Indiana
$7.82M +$31.7K +71 +0.4%
KCG
2824
Kinsale Capital Group
Virginia
$7.81M +$1.22M +2,721 +18%
SRSA
2825
S.R. Schill & Associates
Washington
$7.79M +$15.6K +35 +0.2%
111 112
113
114 115