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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 %
FFA
3551
Fi3 Financial Advisors
Indiana
$4.08M -$33.5K -75 -0.8%
BI
3552
Berkeley Inc
Idaho
$4.08M +$894 +2 +0%
BCMLT
3553
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.07M +$59.4K +133 +1%
CSWG
3554
Cardinal Strategic Wealth Guidance
Kentucky
$4.07M +$17.4K +39 +0.4%
PHAM
3555
Palisades Hudson Asset Management
Florida
$4.07M – – –
TC
3556
Truvestments Capital
Florida
$4.07M +$21.5K +48 +0.5%
LFA
3557
Laraway Financial Advisors
Minnesota
$4.07M -$2.68K -6 -0.1%
TW
3558
Towerpoint Wealth
California
$4.06M +$248K +555 +7%
FFAM
3559
Forge First Asset Management
Canada
$4.05M -$4.11M -9,200 -50%
CSS
3560
Cubist Systematic Strategies
Connecticut
$4.05M -$1.86M -4,156 -31%
GSIS
3561
Global Strategic Investment Solutions
Arizona
$4.05M -$156K -349 -4%
SMWM
3562
Silvia McColl Wealth Management
California
$4.05M -$127K -284 -3%
LCM
3563
Landscape Capital Management
New Jersey
$4.04M +$2.28M +5,105 +130%
EBWM
3564
Eagle Bluffs Wealth Management
Missouri
$4.04M +$15.2K +34 +0.4%
WPA
3565
West Paces Advisors
Georgia
$4.03M -$318K -712 -7%
IVP
3566
Intrinsic Value Partners
Arizona
$4.02M -$13K -29 -0.3%
RB
3567
Renasant Bank
Mississippi
$4.02M -$1.02M -2,278 -20%
LWM
3568
LJI Wealth Management
Indiana
$4.02M +$21.9K +49 +0.5%
BCM
3569
BluePath Capital Management
Georgia
$4.01M +$165K +369 +4%
WQ
3570
Wealth Quarterback
New Jersey
$4.01M +$543K +1,214 +16%
LCWP
3571
Legacy Capital Wealth Partners
Arkansas
$4.01M +$3.15M +7,058 +370%
GAMC
3572
Garner Asset Management Corp
Texas
$3.99M +$4.47K +10 +0.1%
WJA
3573
Willis Johnson & Associates
Texas
$3.99M +$109K +244 +3%
EWM
3574
Evergreen Wealth Management
Michigan
$3.98M – – –
MW
3575
Members Wealth
Pennsylvania
$3.98M +$3.98M +8,014 New
141 142
143
144 145