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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 %
CCA
3101
Cooper Capital Advisors
California
$6.49M +$6.49M +15,401 New
SW
3102
SkyOak Wealth
Michigan
$6.49M -$315K -748 -5%
JF
3103
JSF Financial
California
$6.49M -$1.01M -2,395 -13%
TC
3104
Trilogy Capital
California
$6.48M +$494K +1,172 +8%
RC
3105
Rahlfs Capital
Texas
$6.47M +$6.47M +15,340 New
SP
3106
Symmetry Partners
Connecticut
$6.46M +$4.74M +11,256 +276%
HFM
3107
Hartford Funds Management
Pennsylvania
$6.44M +$346K +821 +6%
VIA
3108
Victrix Investment Advisors
Florida
$6.44M +$6.44M +15,273 New
AIMA
3109
Ables Iannone Moore & Associates
Georgia
$6.44M +$75.9K +180 +1%
AWG
3110
Altus Wealth Group
Colorado
$6.43M -$90.2K -214 -1%
MWM
3111
Marion Wealth Management
Pennsylvania
$6.42M +$67K +159 +1%
BSG
3112
Black Swift Group
Colorado
$6.42M +$4.48M +10,639 +231%
NED
3113
Nancy E. Dempze
$6.42M +$360K +853 +6%
CCG
3114
Cloverfields Capital Group
Minnesota
$6.42M -$26.1K -62 -0.4%
HZ
3115
Hixon Zuercher
Ohio
$6.42M +$15.6K +37 +0.2%
CFIA
3116
Cantor Fitzgerald Investment Advisors
New York
$6.41M -$252K -598 -4%
EPW
3117
Evergreen Private Wealth
Colorado
$6.4M +$42.6K +101 +0.7%
V
3118
ViaWealth
Kansas
$6.4M -$143K -340 -2%
S
3119
Sunpointe
Missouri
$6.39M +$59.9K +142 +0.9%
WCM
3120
Westend Capital Management
California
$6.39M -$5.24M -12,421 -45%
LIA
3121
LBMC Investment Advisors
Tennessee
$6.39M +$9.69K +23 +0.2%
EA
3122
Ellsworth Advisors
Ohio
$6.39M +$2.08M +4,933 +48%
F8IS
3123
Figure 8 Investment Strategies
Idaho
$6.39M +$6.39M +15,151 New
CF
3124
Concorde Financial
Texas
$6.38M +$13.5K +32 +0.2%
CWA
3125
Consilium Wealth Advisory
Texas
$6.38M -$49.3K -117 -0.8%
123 124
125
126 127