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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 %
RW
3251
REDW Wealth
New Mexico
$5.49M -$255K -570 -4%
MSWM
3252
McGlone Suttner Wealth Management
Wisconsin
$5.48M -$249K -662 -4%
GC
3253
Gilbert & Cook
Iowa
$5.48M -$198K -442 -3%
CWM
3254
Cahaba Wealth Management
Georgia
$5.48M -$276K -617 -5%
PA
3255
Paragon Advisors
Texas
$5.47M +$35.8K +80 +0.7%
SL
3256
Sonnipe Ltd
Isle Of Man
$5.46M -$2.46M -5,497 -31%
RF
3257
Robbins Farley
New Hampshire
$5.46M +$276K +617 +5%
SGCA
3258
Steel Grove Capital Advisors
Tennessee
$5.45M -$1.49M -3,329 -21%
WWM
3259
Wolff Wiese Magana
California
$5.45M +$8.49K +19 +0.2%
PWM
3260
Purus Wealth Management
California
$5.45M +$468K +1,047 +9%
AF
3261
Affiance Financial
Minnesota
$5.45M +$230K +515 +4%
ABLA
3262
Alan B. Lancz & Associates
Ohio
$5.44M +$5.44M +12,168 New
OWA
3263
One Wealth Advisors
California
$5.43M +$390K +961 +8%
SICM
3264
Sustainable Insight Capital Management
New York
$5.43M – – –
SCM
3265
Stevens Capital Management
Pennsylvania
$5.42M +$5.42M +12,136 New
TNAM
3266
Terra Nova Asset Management
New York
$5.41M +$7.15K +16 +0.1%
WC
3267
Wynn Capital
Georgia
$5.4M +$125K +279 +2%
TFP
3268
Tilia Fiduciary Partners
North Carolina
$5.4M -$29.9K -67 -0.6%
RSA
3269
River Street Advisors
Illinois
$5.39M +$233K +521 +5%
IAG
3270
Investment Advisory Group
Massachusetts
$5.39M +$352K +787 +7%
KF
3271
KKM Financial
Illinois
$5.39M +$26.1K +60 +0.5%
AMIM
3272
Aull & Monroe Investment Management
Alabama
$5.39M -$733K -1,640 -12%
FAM
3273
Forte Asset Management
New York
$5.38M – – –
PH
3274
Pinnacle Holdings
Oklahoma
$5.37M -$60.3K -135 -1%
WAM
3275
Walker Asset Management
Missouri
$5.37M -$85.8K -192 -2%
129 130
131
132 133