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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 %
UCB
3076
United Community Bank
South Carolina
$6.6M -$51.8K -123 -0.8%
CWP
3077
Curated Wealth Partners
California
$6.6M -$24.9K -59 -0.4%
MPPW
3078
Mitchell & Pahl Private Wealth
Oklahoma
$6.59M -$65.3K -155 -1%
WAL
3079
W Advisors LLC
Tennessee
$6.59M +$46.8K +111 +0.7%
GSWM
3080
Greenup Street Wealth Management
Michigan
$6.58M +$1.78M +4,226 +37%
CWA
3081
CM Wealth Advisors
Ohio
$6.58M -$101K -240 -2%
CPA
3082
Capital Performance Advisors
California
$6.58M +$234K +556 +4%
QPWM
3083
Quadrant Private Wealth Management
Pennsylvania
$6.58M +$382K +906 +6%
RCM
3084
Regency Capital Management
Hawaii
$6.58M +$116K +276 +2%
BHA
3085
Beech Hill Advisors
New York
$6.57M +$75K +178 +1%
PWS
3086
Peterson Wealth Services
Utah
$6.56M -$69.5K -165 -1%
EFH
3087
Eaton Financial Holdings
Florida
$6.55M -$30.8K -73 -0.5%
HG
3088
Herbst Group
Connecticut
$6.54M -$541K -1,283 -8%
MAG
3089
MRA Advisory Group
New Jersey
$6.54M -$326K -773 -5%
SLC
3090
Second Line Capital
Louisiana
$6.54M +$182K +432 +3%
WG
3091
Watchman Group
Texas
$6.53M -$107K -254 -2%
IIA
3092
ICW Investment Advisors
Arizona
$6.52M +$28.2K +67 +0.4%
RWA
3093
Redhawk Wealth Advisors
Minnesota
$6.52M +$115K +273 +2%
BIA
3094
Benchmark Investment Advisors
Illinois
$6.51M +$900K +2,135 +16%
CF
3095
Convergence Financial
Missouri
$6.51M -$47.6K -113 -0.7%
MC
3096
Mathes Company
New York
$6.5M -$132K -313 -2%
HHGA
3097
Halbert Hargrove Global Advisors
California
$6.5M -$2.68M -6,347 -29%
IPGDR
3098
Investidor Profissional Gestao de Recursos
Brazil
$6.5M +$2.43M +5,764 +60%
CCM
3099
Connective Capital Management
California
$6.5M – – –
PCMC
3100
Private Capital Management (Colorado)
Colorado
$6.49M -$1.57M -3,734 -20%
122 123
124
125 126