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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 %
TFM
3076
TFC Financial Management
Massachusetts
$6.37M -$140K -313 -2%
CIA
3077
Cape Investment Advisory
Georgia
$6.36M +$60.3K +135 +1%
S
3078
Sunpointe
Missouri
$6.36M +$321K +718 +5%
CNWM
3079
Clay Northam Wealth Management
California
$6.35M +$8.94K +20 +0.1%
GEM
3080
Global Endowment Management
North Carolina
$6.35M -$129K -288 -2%
PHIMC
3081
Private Harbour Investment Management & Counsel
Ohio
$6.34M -$21K -47 -0.3%
SLC
3082
Second Line Capital
Louisiana
$6.34M +$1.4M +3,132 +28%
JWM
3083
JPL Wealth Management
Colorado
$6.34M +$912K +2,041 +17%
AIM
3084
Athena Investment Management
California
$6.34M -$94.3K -211 -1%
FI
3085
Fosun International
China
$6.33M – – –
PAG
3086
Powers Advisory Group
Illinois
$6.33M +$13K +29 +0.2%
GPFA
3087
Game Plan Financial Advisors
Ohio
$6.33M +$78.7K +176 +1%
RSC
3088
Red Spruce Capital
Pennsylvania
$6.33M -$36.7K -82 -0.6%
MAS
3089
Madden Advisory Services
Florida
$6.33M +$26.8K +60 +0.4%
WFAG
3090
Worth Financial Advisory Group
North Carolina
$6.33M +$440K +985 +7%
GWA
3091
Gratus Wealth Advisors
Virginia
$6.32M -$197K -451 -3%
OFA
3092
Oak Family Advisors
Illinois
$6.3M -$582K -1,303 -8%
CFD
3093
Creative Financial Designs
Indiana
$6.3M -$126K -283 -2%
OWA
3094
ORBA Wealth Advisors
Illinois
$6.3M +$388K +867 +7%
JWM
3095
Jeppson Wealth Management
California
$6.29M +$74.2K +166 +1%
AFA
3096
AA Financial Advisors
Ohio
$6.29M +$519K +1,161 +9%
GP
3097
Greenline Partners
New York
$6.29M +$1.61M +3,517 +34%
GTAM
3098
Global Trust Asset Management
Florida
$6.29M +$126K +282 +2%
MPW
3099
Monterey Private Wealth
California
$6.27M +$326K +729 +5%
FFA
3100
Florida Financial Advisors
Florida
$6.27M +$2.94M +11,249 +88%
122 123
124
125 126