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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 %
NG
3351
Northstar Group
New York
$5.02M -$89.4K -200 -2%
AMG
3352
Asset Management Group
Connecticut
$5.02M +$418K +935 +9%
THWM
3353
Taylor Hoffman Wealth Management
Virginia
$5.02M +$98.2K +215 +2%
WWP
3354
WR Wealth Planners
Missouri
$5.01M +$82.7K +185 +2%
RHP
3355
Royal Harbor Partners
Texas
$5M -$1.07M -2,394 -18%
CI
3356
Cavalier Investments
Georgia
$4.99M +$136K +305 +3%
G
3357
GenTrust
Florida
$4.97M +$850K +1,901 +21%
CV
3358
Counterweight Ventures
North Carolina
$4.97M +$84K +188 +2%
EIG
3359
Ellenbecker Investment Group
Wisconsin
$4.96M +$199K +446 +4%
JJBC
3360
James J. Burns & Company
New York
$4.95M +$3.09M +6,903 +165%
VWMG
3361
Virginia Wealth Management Group
Virginia
$4.94M -$17K -38 -0.3%
HIM
3362
Hillsdale Investment Management
Ontario, Canada
$4.94M +$392K +876 +9%
DBRC
3363
D.B. Root & Company
Pennsylvania
$4.94M -$72.4K -162 -1%
AWMT
3364
AAFMAA Wealth Management & Trust
North Carolina
$4.94M +$615K +1,375 +14%
RWMG
3365
Redwood Wealth Management Group
New Jersey
$4.92M +$4.47K +10 +0.1%
EFA
3366
Evernest Financial Advisors
Indiana
$4.91M +$225K +503 +5%
WM
3367
Whitford Management
New York
$4.89M +$674K +1,507 +16%
CL
3368
CIM LLC
New York
$4.89M +$323K +792 +7%
RAM
3369
Redmond Asset Management
Virginia
$4.89M -$199K -445 -4%
SIA
3370
SkyView Investment Advisors
New Jersey
$4.89M +$670K +1,500 +16%
PF
3371
Prosperitas Financial
California
$4.88M -$4.92K -11 -0.1%
FC
3372
Financial Council
Maryland
$4.88M -$48.3K -108 -1%
KIG
3373
Kessler Investment Group
Indiana
$4.87M +$28.6K +64 +0.6%
NRWA
3374
North Ridge Wealth Advisors
Oregon
$4.87M -$1.34M -3,002 -22%
CIA
3375
Cladis Investment Advisory
Montana
$4.87M -$88.9K -199 -2%
133 134
135
136 137