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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 %
HFA
3651
High Falls Advisors
New York
$3.71M -$242K -541 -6%
WSWA
3652
Warren Street Wealth Advisors
California
$3.7M -$91.2K -204 -2%
MDSL
3653
M.D. Sass LLC
New York
$3.7M +$751K +1,680 +25%
TA
3654
TPG Advisors
Illinois
$3.7M +$3.7M +8,283 New
LIA
3655
LSP Investment Advisors
New York
$3.7M – – –
NI
3656
NDVR Inc
Massachusetts
$3.7M +$703K +1,573 +23%
LIA
3657
Lynx Investment Advisory
District of Columbia
$3.7M +$3.7M +8,276 New
AWP
3658
Abacus Wealth Partners
California
$3.7M -$302K -676 -8%
WFS
3659
Walker Financial Services
Kentucky
$3.7M -$65.3K -146 -2%
BCPE
3660
Bain Capital Public Equity
Massachusetts
$3.7M -$380K -851 -9%
VCWA
3661
Vanguard Capital Wealth Advisors
Colorado
$3.69M +$9.83K +22 +0.3%
NCM
3662
New Capital Management
Texas
$3.69M +$38.9K +87 +1%
BSAM
3663
Blue Square Asset Management
New York
$3.69M +$75.5K +169 +2%
AWM
3664
Activest Wealth Management
Florida
$3.67M +$2.8M +6,267 +323%
ARA
3665
Alexander Randolph Advisory
Virginia
$3.67M -$84K -188 -2%
MFG
3666
Monte Financial Group
Connecticut
$3.66M -$285K -637 -7%
GAM
3667
Gould Asset Management
California
$3.66M +$95.7K +214 +3%
FDDB
3668
Fidelity D&D Bancorp
Pennsylvania
$3.66M -$28.2K -63 -0.8%
FF
3669
Farrell Financial
New York
$3.66M +$140K +314 +4%
HFS
3670
Heritage Financial Services
Massachusetts
$3.65M -$41.6K -93 -1%
WKSWA
3671
White Knight Strategic Wealth Advisors
New Jersey
$3.65M -$41.1K -92 -1%
ACM
3672
AUA Capital Management
Pennsylvania
$3.64M – – –
SAMT
3673
Select Asset Management & Trust
Pennsylvania
$3.63M – – –
RIM
3674
Rockbridge Investment Management
New York
$3.63M – – –
VP
3675
Verum Partners
North Carolina
$3.63M +$102K +228 +3%
145 146
147
148 149