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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 %
LSIA
3476
LaSalle St. Investment Advisors
Illinois
$4.98M +$1.67M +3,955 +50%
NNPTE
3477
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$4.97M +$201K +476 +4%
US
3478
UNICOM Systems
Nevada
$4.97M +$4.97M +11,800 New
RFG
3479
RFP Financial Group
Georgia
$4.97M -$5.12M -12,149 -51%
TMWM
3480
Taylor & Morgan Wealth Management
Michigan
$4.97M -$649K -1,540 -12%
BFWA
3481
Benchmark Financial Wealth Advisors
Florida
$4.96M +$71.7K +170 +1%
MCWA
3482
Meadow Creek Wealth Advisors
Georgia
$4.96M -$261K -620 -5%
GIM
3483
Guardian Investment Management
California
$4.96M -$253K -600 -5%
SCP
3484
Stamos Capital Partners
California
$4.96M +$1.6M +3,790 +48%
CFA
3485
Cahill Financial Advisors
Minnesota
$4.96M -$79.7K -189 -2%
FA
3486
Fiducient Advisors
Illinois
$4.95M +$2.37M +5,620 +92%
CS
3487
Crescent Sterling
Louisiana
$4.94M +$89.4K +212 +2%
HWM
3488
Horizon Wealth Management
Illinois
$4.94M +$19.8K +47 +0.4%
GLLW
3489
Graves Light Lenhart Wealth
Virginia
$4.94M -$178K -423 -3%
NPFS
3490
Novak & Powell Financial Services
Florida
$4.94M -$314K -745 -6%
BU
3491
Brown University
Rhode Island
$4.93M +$4.93M +11,700 New
W
3492
Wealthquest
Ohio
$4.93M -$4.22K -10 -0.1%
PFG
3493
PAX Financial Group
Texas
$4.91M +$659K +1,563 +15%
KIG
3494
Kessler Investment Group
Indiana
$4.9M +$33.3K +79 +0.7%
MFGM
3495
Marshall Financial Group (Maryland)
Maryland
$4.9M +$150K +355 +3%
MFWP
3496
Mosaic Family Wealth Partners
Missouri
$4.9M +$378K +898 +8%
TAM
3497
Titleist Asset Management
Texas
$4.9M +$813K +1,930 +20%
FPL
3498
Fortress Private Ledger
North Carolina
$4.89M +$4.89M +11,608 New
OCM
3499
Orion Capital Management
California
$4.89M -$29.5K -70 -0.6%
WHC
3500
Wulff, Hansen & Co
California
$4.88M +$301K +715 +7%
138 139
140
141 142