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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 %
OWA
3676
Opal Wealth Advisors
New York
$4.18M +$296K +703 +8%
DFA
3677
Davies Financial Advisors
California
$4.18M -$96.1K -228 -2%
APC
3678
Aspire Private Capital
North Carolina
$4.16M +$412K +977 +11%
BFA
3679
Beacon Financial Advisory
Ohio
$4.16M +$192K +456 +5%
ACP
3680
Argyle Capital Partners
California
$4.15M +$4.15M +9,848 New
SWMG
3681
Stillwater Wealth Management Group
Florida
$4.15M +$4.15M +9,843 New
ECM
3682
Eisler Capital Management
United Kingdom
$4.15M +$4.15M +9,904 New
OWG
3683
Oxford Wealth Group
Florida
$4.15M +$144K +342 +4%
LAM
3684
Lewis Asset Management
California
$4.14M -$858K -2,035 -17%
COCM
3685
Charter Oak Capital Management
New Hampshire
$4.14M +$86K +204 +2%
RC
3686
RBO & Co
California
$4.14M – – –
AF
3687
AGP Franklin
Tennessee
$4.14M +$4.14M +9,815 New
MWM
3688
Massachusetts Wealth Management
Massachusetts
$4.13M -$32.5K -77 -0.8%
TC
3689
Tsai Capital
New York
$4.13M +$515K +1,221 +14%
NI
3690
NDVR Inc
Massachusetts
$4.13M +$578K +1,372 +16%
MDSL
3691
M.D. Sass LLC
New York
$4.13M – – –
PFT
3692
Providence First Trust
Arizona
$4.13M -$1.38M -3,267 -25%
LCGC
3693
Legacy Capital Group California
California
$4.12M -$1.55M -3,685 -27%
VAM
3694
Vienna Asset Management
California
$4.11M +$180K +427 +5%
SAMT
3695
Select Asset Management & Trust
Pennsylvania
$4.11M +$685K +1,625 +20%
LPAM
3696
Lodestar Private Asset Management
California
$4.11M -$15.2K -36 -0.4%
RWPA
3697
Richard W. Paul & Associates
Michigan
$4.11M +$85.6K +203 +2%
GCC
3698
Game Creek Capital
Massachusetts
$4.11M -$42.2K -100 -1%
SC
3699
Shay Capital
New York
$4.11M +$3.41M +8,095 +489%
MFG
3700
Mainsail Financial Group
Washington
$4.11M +$11K +26 +0.3%
146 147
148
149 150