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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 %
BFPW
2901
BOK Financial Private Wealth
Colorado
$7.49M -$1.33M -3,144 -15%
CWIG
2902
Chung Wu Investment Group
Texas
$7.49M +$7.49M +17,762 New
CWM
2903
Chemistry Wealth Management
New York
$7.48M +$527K +1,250 +8%
RCA
2904
Ranch Capital Advisors
Florida
$7.48M +$5.06K +12 +0.1%
PMIA
2905
Patrick Mauro Investment Advisor
Illinois
$7.47M +$804K +1,908 +12%
CG
2906
Corundum Group
Colorado
$7.47M +$191K +452 +3%
ALA
2907
Atlas Legacy Advisors
California
$7.47M +$7.47M +17,726 New
FFM
2908
FengHe Fund Management
Singapore
$7.46M +$2.57M +6,100 +53%
CAL
2909
Capital Advisors Ltd
Ohio
$7.45M +$66.2K +157 +0.9%
TLP
2910
Trinity Legacy Partners
Texas
$7.45M +$175K +416 +2%
MIM
2911
Marshall Investment Management
Colorado
$7.45M +$7.45M +17,305 New
GP
2912
Greenline Partners
New York
$7.43M +$1.62M +3,854 +28%
BTWM
2913
Baker Tilly Wealth Management
Wisconsin
$7.43M +$129K +305 +2%
WBG
2914
Wharton Business Group
Pennsylvania
$7.43M -$228K -542 -3%
IIA
2915
IPG Investment Advisors
California
$7.42M -$2.37M -5,626 -24%
TA
2916
Tiptree Advisors
New York
$7.42M +$7.42M +17,600 New
KA
2917
Kerrisdale Advisers
Florida
$7.42M +$626K +1,484 +9%
BAM
2918
Beaumont Asset Management
Texas
$7.41M -$100K -238 -1%
PAM
2919
Peninsula Asset Management
Florida
$7.41M -$92.7K -220 -1%
MGAM
2920
McGowan Group Asset Management
Texas
$7.4M +$175K +414 +2%
GWM
2921
GSB Wealth Management
Connecticut
$7.4M +$36.3K +86 +0.5%
CCP
2922
Clarity Capital Partners
California
$7.4M -$723K -1,716 -9%
VWS
2923
Virtus Wealth Solutions
New Jersey
$7.39M +$7.39M +17,538 New
CFA
2924
CWS Financial Advisors
Michigan
$7.39M +$217K +516 +3%
WDG
2925
Wealth Dimensions Group
Ohio
$7.38M +$284K +674 +4%
115 116
117
118 119