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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 %
SAM
3151
Silphium Asset Management
United Kingdom
$6.01M +$7.15K +16 +0.1%
RI
3152
Redwood Investments
Massachusetts
$6M -$885K -2,121 -13%
HGERS
3153
Householder Group Estate & Retirement Specialist
Arizona
$6M +$414K +926 +7%
MIM
3154
Montgomery Investment Management
Maryland
$5.97M +$35.8K +80 +0.6%
BIP
3155
Blue Investment Partners
California
$5.97M – – –
NERM
3156
New England Research & Management
Illinois
$5.97M -$191K -427 -3%
BSSFA
3157
Baron Silver Stevens Financial Advisors
Florida
$5.96M -$339K -758 -5%
CWM
3158
Cabot Wealth Management
Massachusetts
$5.96M -$27.7K -62 -0.5%
PP
3159
Patron Partners
Texas
$5.96M -$121K -271 -2%
ILI
3160
Invesco LLC (Illinois)
Illinois
$5.95M -$49.6K -111 -0.8%
WFA
3161
Wellspring Financial Advisors
Ohio
$5.95M +$168K +376 +3%
WOC
3162
West Oak Capital
California
$5.95M +$104K +233 +2%
FAP
3163
Financial Advisory Partners
Florida
$5.94M -$235K -526 -4%
WP
3164
Wealthspan Partners
Iowa
$5.94M -$1.34K -3 -0%
RIM
3165
Reliant Investment Management
Tennessee
$5.93M +$241K +539 +4%
OQS
3166
Occudo Quantitative Strategies
Florida
$5.92M +$2.95M +6,590 +99%
LAM
3167
Lummis Asset Management
Texas
$5.92M +$38.4K +86 +0.7%
LWM
3168
Lakeridge Wealth Management
Ohio
$5.92M -$65.7K -147 -1%
LIG
3169
Lokken Investment Group
Delaware
$5.91M +$244K +547 +4%
BIA
3170
Benchmark Investment Advisors
Illinois
$5.91M -$236K -528 -4%
FSG
3171
Financial Strategies Group
Michigan
$5.91M +$807K +1,756 +16%
WCA
3172
Waypoint Capital Advisors
Minnesota
$5.91M +$232K +519 +4%
LRIA
3173
Leonard Rickey Investment Advisors
Washington
$5.91M +$281K +628 +5%
FMTCOCP
3174
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.9M -$234K -524 -4%
CWM
3175
Compass Wealth Management
Connecticut
$5.9M +$452K +1,011 +8%
125 126
127
128 129