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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 %
BI
3751
Berkeley Inc
Idaho
$3.91M -$3.91M -9,279 -50%
AF
3752
Atala Financial
California
$3.91M +$3.91M +9,280 New
NA
3753
Novus Advisors
South Carolina
$3.91M +$3.91M +9,280 New
LWM
3754
LJI Wealth Management
Indiana
$3.91M +$49.7K +118 +1%
GCM
3755
Glynn Capital Management
California
$3.91M +$7.17K +17 +0.2%
FFG
3756
Fiduciary Financial Group
California
$3.9M +$156K +373 +4%
MHC
3757
May Hill Capital
Massachusetts
$3.9M +$3.9M +9,248 New
SIM
3758
Sterling Investment Management
Arizona
$3.9M -$50.2K -119 -1%
PHAM
3759
Palisades Hudson Asset Management
Florida
$3.89M -$6.32K -15 -0.2%
SCM
3760
Sunbeam Capital Management
Georgia
$3.88M +$3.88M +9,215 New
PSFG
3761
Park Square Financial Group
Georgia
$3.88M +$3.88M +9,210 New
AIA
3762
Affinity Investment Advisors
California
$3.88M -$119K -283 -3%
LIA
3763
Lynx Investment Advisory
District of Columbia
$3.86M +$24.4K +58 +0.6%
TC
3764
Trust Company
Kansas
$3.86M +$1.37M +3,254 +55%
RIP
3765
Reliant Investment Partners
North Carolina
$3.86M +$3.86M +9,154 New
TFO
3766
Tarbox Family Office
California
$3.86M -$15.2K -36 -0.4%
SWM
3767
Salvus Wealth Management
New Jersey
$3.85M +$252K +599 +7%
BCM
3768
Barden Capital Management
Texas
$3.85M +$110K +262 +3%
WRPWM
3769
Werba Rubin Papier Wealth Management
California
$3.85M -$14.8K -35 -0.4%
PWS
3770
Proactive Wealth Strategies
Georgia
$3.84M +$144K +341 +4%
GCM
3771
Graham Capital Management
Connecticut
$3.84M -$20.9M -49,662 -85%
PIMG
3772
Patriot Investment Management Group
Tennessee
$3.84M -$168K -399 -4%
CBT
3773
CoreFirst Bank & Trust
Kansas
$3.84M -$21.1K -50 -0.5%
SIAG
3774
Safeguard Investment Advisory Group
California
$3.82M +$106K +251 +3%
FAM
3775
Flaharty Asset Management
Florida
$3.82M -$75K -178 -2%
149 150
151
152 153