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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 %
SCM
2976
Sitrin Capital Management
California
$7.06M -$173K -410 -2%
PW
2977
Potentia Wealth
California
$7.06M +$7.06M +16,746 New
PVM
2978
Palogic Value Management
Texas
$7.06M – – –
DL
2979
DOHJ LLC
Washington
$7.03M +$430K +1,019 +7%
SHFA
2980
SC&H Financial Advisors
Maryland
$7.03M +$636K +1,509 +10%
JJBC
2981
James J. Burns & Company
New York
$7.02M +$2.31M +5,490 +49%
MFC
2982
Mechanics Financial Corp
Ohio
$7.02M -$693K -1,644 -9%
AA
2983
Addison Advisors
Vermont
$7.01M -$57.7K -137 -0.8%
CH
2984
Canton Hathaway
Rhode Island
$7.01M -$10.5K -25 -0.2%
BTC
2985
Bank & Trust Company
Illinois
$7.01M -$224K -532 -3%
RA
2986
RiverPark Advisors
New York
$7M -$72K -170 -1%
MA
2987
Modus Advisors
Minnesota
$7M -$52.7K -125 -0.7%
OIA
2988
Optimum Investment Advisors
Illinois
$6.99M -$88.5K -210 -1%
RWP
2989
Ridgecrest Wealth Partners
California
$6.97M +$109K +258 +2%
HBW
2990
Hazlett, Burt & Watson
West Virginia
$6.96M +$200K +474 +3%
EFM
2991
Eley Financial Management
Vermont
$6.96M +$51.4K +122 +0.7%
DA
2992
Dillon & Associates
Michigan
$6.95M +$217K +515 +3%
AWM
2993
Aviso Wealth Management
Washington
$6.94M +$398K +944 +6%
USB
2994
Union Savings Bank
Connecticut
$6.94M -$257K -609 -4%
NCFG
2995
New Century Financial Group
New Jersey
$6.94M -$46.1K -109 -0.7%
CWM
2996
Centurion Wealth Management
Virginia
$6.93M -$187K -444 -3%
CWM
2997
C2C Wealth Management
Arizona
$6.93M +$103K +244 +2%
FCM
2998
Fairbanks Capital Management
California
$6.91M +$1.41M +3,352 +26%
SCP
2999
Steamboat Capital Partners
New York
$6.91M -$141K -334 -2%
SPFA
3000
Summit Place Financial Advisors
New Jersey
$6.91M -$33.7K -80 -0.5%
118 119
120
121 122