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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 %
NAS
2826
NWF Advisory Services
California
$7.95M +$7.95M +18,870 New
CPSC
2827
Carl P. Sherr & Co
Massachusetts
$7.95M +$5.06K +12 +0.1%
BSI
2828
Bennett Selby Investments
Maine
$7.95M +$43.8K +104 +0.6%
AWM
2829
Adams Wealth Management
Utah
$7.94M +$979K +2,323 +14%
EWA
2830
Encompass Wealth Advisors
Oregon
$7.94M -$1.87M -4,439 -19%
LA
2831
Lifeworks Advisors
Michigan
$7.93M +$686K +1,627 +9%
ANC
2832
Ames National Corp
Iowa
$7.93M +$7.93M +18,813 New
AWM
2833
Aprio Wealth Management
Georgia
$7.93M +$1.03M +2,445 +15%
MAA
2834
Mraz Amerine & Associates
California
$7.92M -$56.1K -133 -0.7%
SCI
2835
Stableford Capital II
Arizona
$7.92M -$348K -826 -4%
AM
2836
Atwater Malick
Pennsylvania
$7.91M +$85.1K +202 +1%
TPM
2837
Triasima Portfolio Management
Quebec, Canada
$7.91M +$64.1K +152 +0.8%
BAG
2838
Bridgewealth Advisory Group
California
$7.89M +$3.97M +9,682 +102%
SFG
2839
Synergy Financial Group
California
$7.88M -$1.39M -3,300 -15%
MIM
2840
MTM Investment Management
South Carolina
$7.88M -$135K -320 -2%
BCG
2841
Breakwater Capital Group
New Jersey
$7.88M -$54K -128 -0.7%
WFG
2842
Wormser Freres Gestion
France
$7.86M +$3.55M +8,322 +82%
GBA
2843
Garrison Bradford & Associates
New York
$7.86M +$329K +781 +4%
MFG
2844
Mosaic Financial Group
Illinois
$7.86M -$90.2K -214 -1%
CAS
2845
Coppell Advisory Solutions
Texas
$7.85M +$423K +996 +6%
CFG
2846
Cambridge Financial Group
Ohio
$7.83M +$7.83M +18,582 New
SL
2847
SFM LLC
New Hampshire
$7.83M +$54.4K +129 +0.7%
FBFS
2848
First Business Financial Services
Wisconsin
$7.82M +$89.8K +213 +1%
ACM
2849
Ashford Capital Management
Delaware
$7.8M -$464K -1,100 -6%
FPW
2850
Fairvoy Private Wealth
Alabama
$7.8M +$7.8M +18,501 New
112 113
114
115 116