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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 %
CCA
3676
Criterion Capital Advisors
Tennessee
$3.62M +$20.1K +45 +0.6%
BIM
3677
Bullseye Investment Management
Ohio
$3.62M -$698K -1,685 -16%
DI
3678
Dalton Investments
Nevada
$3.62M – – –
WCM
3679
Weaver Capital Management
Georgia
$3.62M +$363K +813 +11%
FA
3680
Fiducient Advisors
Illinois
$3.61M -$463K -1,035 -11%
GPA
3681
Guerra Pan Advisors
New Jersey
$3.61M +$63K +141 +2%
RPCA
3682
Running Point Capital Advisors
California
$3.61M – – –
ODIJL
3683
One Day In July LLC
Vermont
$3.59M +$315K +705 +10%
BWM
3684
Birchcreek Wealth Management
Ohio
$3.58M -$63.5K -142 -2%
MF
3685
Meridian Financial
Massachusetts
$3.58M -$11.2K -25 -0.3%
FHC
3686
Forest Hill Capital
Arkansas
$3.58M – – –
SIAG
3687
Safeguard Investment Advisory Group
California
$3.57M +$140K +313 +4%
PWP
3688
Precedent Wealth Partners
Texas
$3.57M +$169K +379 +5%
HWA
3689
Heartwood Wealth Advisors
Virginia
$3.56M +$813K +1,819 +30%
CCA
3690
Clearwater Capital Advisors
Illinois
$3.56M +$207K +464 +6%
MWPCG
3691
Measured Wealth Private Client Group
New Hampshire
$3.56M -$25.5K -57 -0.7%
GCA
3692
Genesee Capital Advisors
New York
$3.55M -$96.5K -216 -3%
OWA
3693
Outlook Wealth Advisors
Texas
$3.55M +$118K +264 +3%
SEP
3694
Southland Equity Partners
Missouri
$3.55M -$457K -1,022 -11%
WCM
3695
Washburn Capital Management
Florida
$3.54M -$65.3K -146 -2%
NAMNJ
3696
NorthStar Asset Management (New Jersey)
New Jersey
$3.54M +$40.7K +91 +1%
GCP
3697
GSA Capital Partners
United Kingdom
$3.54M +$1.05M +2,345 +42%
SIC
3698
SJS Investment Consulting
Ohio
$3.54M -$37.5K -84 -1%
AHL
3699
Abel Hall LLC
Louisiana
$3.53M +$158K +354 +5%
CFO
3700
Collective Family Office
Pennsylvania
$3.53M +$329K +737 +10%
146 147
148
149 150