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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 %
SFG
3176
Sovereign Financial Group
Connecticut
$6.18M +$117K +277 +2%
LAI
3177
Legal Advantage Investments
California
$6.18M -$257K -610 -4%
GCA
3178
Gradient Capital Advisors
California
$6.17M -$41.3K -98 -0.7%
BRG
3179
Bay Rivers Group
Virginia
$6.16M -$125K -297 -2%
ESBC
3180
E.S. Barr & Co
Kentucky
$6.16M -$50.2K -119 -0.8%
CAC
3181
Certified Advisory Corp
Florida
$6.16M +$34.6K +82 +0.6%
CWA
3182
Crux Wealth Advisors
California
$6.16M +$6.16M +14,621 New
AFA
3183
AA Financial Advisors
Ohio
$6.15M +$23.2K +55 +0.4%
MCB
3184
Morton Community Bank
Illinois
$6.15M +$8.85K +21 +0.1%
KAM
3185
Karani Asset Management
New York
$6.14M +$6.14M +14,577 New
WIM
3186
Wittenberg Investment Management
Massachusetts
$6.14M -$159K -378 -3%
BAS
3187
Brueske Advisory Services
Washington
$6.14M +$6.14M +14,563 New
FHC
3188
First Heartland Consultants
Missouri
$6.14M -$295K -700 -5%
RW
3189
Rockport Wealth
Ohio
$6.13M +$5.8M +13,756 +1,720%
FWM
3190
FFT Wealth Management
Pennsylvania
$6.13M +$582K +1,381 +10%
SI
3191
Seeds Investor
New York
$6.13M +$245K +582 +4%
WA
3192
WP Advisors
California
$6.13M -$31.6K -75 -0.5%
UWP
3193
Uniting Wealth Partners
Kansas
$6.12M +$6.12M +14,509 New
HC
3194
Hourglass Capital
Texas
$6.11M +$191K +454 +3%
WHCI
3195
W.H. Cornerstone Investments
Massachusetts
$6.11M -$258K -613 -4%
AI
3196
AXS Investments
New York
$6.1M +$462K +1,097 +8%
MMC
3197
Mizuho Markets Cayman
Cayman Islands
$6.1M +$5.78M +13,715 +1,826%
PWMG
3198
Pinnacle Wealth Management Group
Michigan
$6.09M +$9.7K +23 +0.2%
RIM
3199
Reliant Investment Management
Tennessee
$6.09M +$146K +347 +2%
CNWM
3200
Clay Northam Wealth Management
California
$6.08M +$75.9K +180 +1%
126 127
128
129 130