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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 %
ATWA
3201
Arbor Trust Wealth Advisors
Michigan
$6.08M -$8.85K -21 -0.1%
AIS
3202
AM Investment Strategies
Tennessee
$6.07M -$424K -1,007 -7%
CM
3203
Columbus Macro
Pennsylvania
$6.07M +$4.66M +11,048 +329%
JE
3204
JMAC Enterprises
Pennsylvania
$6.07M -$16.4K -39 -0.3%
OPW
3205
Osprey Private Wealth
New York
$6.06M +$14.8K +35 +0.2%
BC
3206
Bowman & Company
Wisconsin
$6.06M +$15.6K +37 +0.3%
CIA
3207
Compass Ion Advisors
Pennsylvania
$6.05M -$32.5K -77 -0.5%
RC
3208
Reik & Co
New York
$6.04M – – –
SDH
3209
Sloy Dahl & Holst
Washington
$6.04M +$225K +534 +4%
CWS
3210
Cypress Wealth Services
California
$6.03M +$851K +2,020 +16%
LRWA
3211
Long Run Wealth Advisors
New York
$6.02M -$142K -337 -2%
AG
3212
AmeriFlex Group
Nevada
$6.02M +$6.02M +14,511 New
TIM
3213
Thornburg Investment Management
New Mexico
$6.02M – – –
PC
3214
Port Capital
Illinois
$6.01M +$2.11K +5 +0%
FW
3215
FullCircle Wealth
Texas
$6.01M +$74.7K +182 +1%
CWC
3216
Carolinas Wealth Consulting
North Carolina
$6.01M -$7.37M -17,486 -55%
CWP
3217
Core Wealth Partners
California
$6M -$2.01M -4,767 -25%
CGA
3218
Crescent Grove Advisors
Illinois
$6M -$318K -755 -5%
GHAM
3219
Gilman Hill Asset Management
Connecticut
$6M -$54.8K -130 -0.9%
CIA
3220
Cape Investment Advisory
Georgia
$5.99M -$84.7K -201 -1%
TWP
3221
Triad Wealth Partners
Kansas
$5.98M +$1.19M +2,812 +25%
LF
3222
LifeSteps Financial
California
$5.97M +$184K +436 +3%
PAG
3223
Powers Advisory Group
Illinois
$5.96M -$5.48K -13 -0.1%
MAS
3224
Madden Advisory Services
Florida
$5.96M +$843 +2 +0%
CB
3225
Centennial Bank
Arkansas
$5.95M -$92.7K -220 -2%
127 128
129
130 131