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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 %
NCTC
3726
New Covenant Trust Company
Indiana
$3.42M -$92.7K -212 -3%
NEWAS
3727
N.E.W. Advisory Services
Wisconsin
$3.42M -$8.05K -18 -0.2%
FCMA
3728
Foresight Capital Management Advisors
Michigan
$3.42M -$24.6K -55 -0.7%
BHWM
3729
Beaird Harris Wealth Management
Texas
$3.42M +$778K +1,741 +29%
PFA
3730
Pettinga Financial Advisors
Indiana
$3.41M +$262K +586 +8%
HWMA
3731
Heritage Wealth Management (Arizona)
Arizona
$3.41M -$388K -868 -10%
HFO
3732
Heritage Family Offices
Arizona
$3.41M +$3.41M +7,636 New
AGAM
3733
Audent Global Asset Management
California
$3.41M -$621K -1,390 -15%
WIP
3734
WealthCare Investment Partners
Rhode Island
$3.4M -$131K -293 -4%
FCM
3735
Firestone Capital Management
Florida
$3.4M +$55.4K +124 +2%
FP
3736
Fiduciary Planning
Florida
$3.4M +$190K +424 +6%
PRA
3737
Pine Ridge Advisers
New York
$3.4M – – –
AWM
3738
Ariadne Wealth Management
California
$3.4M +$3.4M +7,606 New
NWWA
3739
New Wave Wealth Advisors
Arkansas
$3.4M +$3.4M +7,599 New
EWS
3740
Evergreen Wealth Solutions
Pennsylvania
$3.39M +$59.4K +133 +2%
SRL
3741
Scientech Research LLC
New Jersey
$3.39M +$2.84M +6,359 +517%
LAM
3742
Lakewood Asset Management
Illinois
$3.39M -$38K -85 -1%
AIM
3743
Alhambra Investment Management
Florida
$3.39M -$67.5K -151 -2%
4WM
3744
49 Wealth Management
Texas
$3.39M +$845K +1,851 +33%
SR
3745
Syntax Research
Florida
$3.39M +$1.34K +3 +0%
WIM
3746
Waycross Investment Management
Washington
$3.39M -$409K -915 -11%
WAG
3747
Wallace Advisory Group
California
$3.39M +$220K +492 +7%
FWM
3748
Fonville Wealth Management
Virginia
$3.38M +$190K +424 +6%
LSA
3749
Lion Street Advisors
Texas
$3.38M +$115K +257 +4%
VAF
3750
Values Added Financial
District of Columbia
$3.37M +$934K +2,089 +38%
148 149
150
151 152