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 %
BTC
2826
Bank & Trust Company
Illinois
$7.79M +$7.79M +17,427 New
TLP
2827
Trinity Legacy Partners
Texas
$7.77M +$45.6K +102 +0.6%
BWP
2828
BSW Wealth Partners
Colorado
$7.77M +$163K +365 +2%
OIA
2829
Optimum Investment Advisors
Illinois
$7.76M -$160K -358 -2%
FFC
2830
First Financial Corp
Indiana
$7.76M -$327K -732 -4%
BZWA
2831
Blue Zone Wealth Advisors
California
$7.75M +$8.49K +19 +0.1%
PCMC
2832
Private Capital Management (Colorado)
Colorado
$7.74M +$130K +291 +2%
ATIA
2833
American Trust Investment Advisors
New Hampshire
$7.74M -$9.39K -21 -0.1%
SWM
2834
Scissortail Wealth Management
Oklahoma
$7.73M +$968K +2,166 +14%
LWM
2835
Laidlaw Wealth Management
New York
$7.72M -$202K -452 -3%
PI
2836
Pettee Investors
Connecticut
$7.72M -$257K -575 -3%
FMN
2837
Financial Management Network
California
$7.71M -$221K -473 -3%
HG
2838
Herbst Group
Connecticut
$7.71M -$248K -554 -3%
VU
2839
Vanderbilt University
Tennessee
$7.7M +$1.99M +4,457 +35%
TPM
2840
Triasima Portfolio Management
Quebec, Canada
$7.69M +$1.23M +2,759 +19%
JGIA
2841
Jackson Grant Investment Advisers
Connecticut
$7.69M -$178K -399 -2%
SJIM
2842
St. Johns Investment Management
Florida
$7.68M +$247K +553 +3%
MAG
2843
MRA Advisory Group
New Jersey
$7.68M +$50.5K +113 +0.7%
USB
2844
Union Savings Bank
Connecticut
$7.67M -$269K -601 -3%
APWA
2845
Atlas Private Wealth Advisors
New Jersey
$7.67M +$3.88M +8,675 +102%
SJL
2846
Shayne & Jacobs LLC
Tennessee
$7.67M +$136K +305 +2%
OP
2847
ORG Partners
Indiana
$7.67M +$7.35M +16,083 +2,298%
CFO
2848
Callan Family Office
Pennsylvania
$7.65M +$5.06M +11,323 +195%
SCP
2849
Steamboat Capital Partners
New York
$7.63M -$452K -1,011 -6%
AWM
2850
Adams Wealth Management
Utah
$7.62M -$209K -467 -3%
112 113
114
115 116