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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 %
SI
3051
Saxon Interests
Texas
$6.7M +$231K +547 +4%
SFS
3052
Stiles Financial Services
Minnesota
$6.7M +$158K +374 +2%
CFAM
3053
Center For Asset Management
Florida
$6.69M +$360K +853 +6%
SNBOSCI
3054
Security National Bank of Sioux City Iowa
Iowa
$6.69M -$223K -529 -3%
TC
3055
Truvestments Capital
Florida
$6.69M +$130K +309 +2%
3IP
3056
3Chopt Investment Partners
Virginia
$6.68M -$131K -310 -2%
PAWA
3057
Palo Alto Wealth Advisors
California
$6.68M -$800K -1,897 -11%
MSWM
3058
McGlone Suttner Wealth Management
Wisconsin
$6.68M +$838K +1,989 +14%
CIA
3059
Citadel Investment Advisory
Ohio
$6.68M +$169K +402 +3%
SC
3060
Seldon Capital
California
$6.67M – – –
OCAM
3061
Owl Creek Asset Management
New York
$6.67M -$28.1M -66,586 -81%
SAM
3062
Silphium Asset Management
United Kingdom
$6.67M +$999K +2,371 +18%
GI
3063
GS Investments
Minnesota
$6.67M -$208K -494 -3%
RLIM
3064
Red Lighthouse Investment Management
New York
$6.67M +$685K +1,740 +11%
BI
3065
Ballast Inc
Kentucky
$6.66M -$21.1K -50 -0.3%
CA
3066
Capital Advantage
California
$6.66M -$27.4K -65 -0.4%
OC
3067
Opinicus Capital
Florida
$6.66M -$85.1K -202 -1%
AWM
3068
Atticus Wealth Management
Florida
$6.66M +$1.69K +4 +0%
HC
3069
Headland Capital
South Carolina
$6.66M +$6.66M +15,790 New
QFA
3070
Quantum Financial Advisors
California
$6.66M +$212K +504 +3%
GFPC
3071
Global Financial Private Client
Florida
$6.65M -$49.7K -118 -0.7%
DWA
3072
Delap Wealth Advisory
Oregon
$6.63M +$255K +605 +4%
EL
3073
Essex LLC
Illinois
$6.62M -$240K -569 -3%
MF
3074
Manchester Financial
California
$6.61M +$1.38M +3,263 +26%
TW
3075
Traveka Wealth
California
$6.61M +$494K +1,171 +8%
121 122
123
124 125