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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 %
GWM
3276
Gitterman Wealth Management
New Jersey
$5.36M -$10.3K -23 -0.2%
APGDR
3277
Absoluto Partners Gestao de Recursos
Brazil
$5.36M +$13.4K +30 +0.3%
BFA
3278
Brown Financial Advisors
Ohio
$5.36M +$5.36M +11,995 New
AWA
3279
Amplius Wealth Advisors
Pennsylvania
$5.36M -$537K -1,202 -9%
VIA
3280
Vickerman Investment Advisors
Washington
$5.35M -$66.6K -149 -1%
CGA
3281
Channing Global Advisors
Florida
$5.35M -$894 -2 -0%
LWMG
3282
Levy Wealth Management Group
Pennsylvania
$5.35M +$18.3K +41 +0.3%
OCM
3283
Orion Capital Management
California
$5.34M -$80.5K -180 -1%
W
3284
Wealthquest
Ohio
$5.33M -$87.6K -196 -2%
FGA
3285
Fortis Group Advisors
New Jersey
$5.33M -$2.07M -4,637 -28%
CIC
3286
Cornercap Investment Counsel
Georgia
$5.32M +$87.6K +196 +2%
HTI
3287
Hikari Tsushin Inc
Japan
$5.31M – – –
UOC
3288
UBS O'Connor
Illinois
$5.31M +$801K +1,793 +18%
BWA
3289
Beam Wealth Advisors
Louisiana
$5.3M +$3.7M +8,288 +232%
B
3290
Barings
North Carolina
$5.3M -$3.55M -7,933 -40%
WA
3291
Wealthstream Advisors
New York
$5.3M +$51.4K +115 +1%
CMP
3292
Coston McIsaac & Partners
Maine
$5.29M – – –
SC
3293
Schulhoff & Co
Ohio
$5.29M +$7.15K +16 +0.1%
CFA
3294
Cahill Financial Advisors
Minnesota
$5.29M -$18.8K -42 -0.4%
CWM
3295
CCG Wealth Management
California
$5.29M +$339K +759 +7%
DS
3296
Dudley & Shanley
Florida
$5.28M -$4.47K -10 -0.1%
CS
3297
Crescent Sterling
Louisiana
$5.28M -$184K -412 -3%
TCM
3298
Towercrest Capital Management
Pennsylvania
$5.28M -$4.47K -10 -0.1%
FWM
3299
Forza Wealth Management
Florida
$5.28M -$47.4K -106 -0.9%
CC
3300
Commons Capital
Massachusetts
$5.28M +$326K +730 +7%
130 131
132
133 134