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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 %
GEM
3126
Global Endowment Management
North Carolina
$6.38M -$2.95K -7 -0%
SIA
3127
Schear Investment Advisers
Ohio
$6.38M +$532K +1,262 +9%
WAM
3128
Werlinich Asset Management
Connecticut
$6.37M – – –
SCA
3129
Scott Capital Advisors
Oregon
$6.37M -$1.37M -3,274 -18%
BCP
3130
Berkeley Capital Partners
Georgia
$6.37M +$51K +121 +0.8%
PA
3131
Pineridge Advisors
Missouri
$6.36M -$45.9K -109 -0.7%
BCM
3132
Bienville Capital Management
New York
$6.36M +$305K +723 +5%
FA
3133
Financial Advisors
Massachusetts
$6.35M +$6.74K +16 +0.1%
AC
3134
AlpenGlobal Capital
California
$6.35M +$6.35M +15,054 New
KCP
3135
Kera Capital Partners
California
$6.34M +$6.34M +15,039 New
FFG
3136
Floyd Financial Group
Missouri
$6.33M +$6.33M +15,117 New
FNBOH
3137
First National Bank of Hutchinson
Kansas
$6.33M +$618K +1,466 +11%
IWM
3138
Integris Wealth Management
California
$6.33M +$161K +382 +3%
I
3139
INVST
Indiana
$6.32M +$170K +403 +3%
AFG
3140
ABLE Financial Group
Arizona
$6.32M +$354K +839 +6%
KM
3141
KP Management
Minnesota
$6.32M -$632K -1,500 -9%
RGC
3142
Rubicon Global Capital
United Kingdom
$6.32M +$6.32M +15,000 New
IAMOG
3143
Investors Asset Management of Georgia
Georgia
$6.32M -$52.7K -125 -0.8%
RSC
3144
Red Spruce Capital
Pennsylvania
$6.31M +$557K +1,321 +10%
WCG
3145
Weaver Consulting Group
California
$6.31M -$151K -358 -2%
OHWP
3146
Oak Harbor Wealth Partners
North Carolina
$6.31M -$218K -517 -3%
HFBOT
3147
Home Federal Bank of Tennessee
Tennessee
$6.31M -$95.3K -226 -1%
RIA
3148
Realta Investment Advisors
Delaware
$6.31M -$425K -1,003 -6%
AAA
3149
Adams Asset Advisors
Texas
$6.31M -$30.3K -72 -0.5%
CSPIA
3150
Cary Street Partners Investment Advisory
Virginia
$6.3M -$75.6M -179,270 -92%
124 125
126
127 128