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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 %
SCA
3776
Southern Capital Advisors
Tennessee
$3.26M -$165K -370 -5%
VWM
3777
Vivid Wealth Management
Iowa
$3.26M -$2M -4,468 -38%
HWP
3778
Heritage Wealth Partners
Ohio
$3.26M +$16.1K +36 +0.5%
LAS
3779
LWM Advisory Services
Florida
$3.25M -$616K -1,378 -16%
SWRP
3780
Summit Wealth & Retirement Planning
California
$3.25M -$59.9K -134 -2%
ONSWM
3781
Old North State Wealth Management
North Carolina
$3.25M +$175K +391 +6%
WWM
3782
Whalen Wealth Management
Nevada
$3.25M -$17.4K -39 -0.5%
WPW
3783
Watershed Private Wealth
Illinois
$3.25M +$1.79K +4 +0.1%
FCFC
3784
First Citizens Financial Corp
Iowa
$3.25M -$118K -265 -4%
CCWM
3785
Correct Capital Wealth Management
Missouri
$3.24M +$523K +1,170 +19%
SF
3786
Safeguard Financial
Wisconsin
$3.24M +$250K +560 +8%
CA
3787
Calton & Associates
Florida
$3.24M -$106K -238 -3%
AF
3788
Aldebaran Financial
$3.24M +$462K +1,033 +17%
SAG
3789
Spotlight Asset Group
Illinois
$3.24M -$122K -272 -4%
PWM
3790
Power Wealth Management
Georgia
$3.23M -$193K -432 -6%
TVAMP
3791
Tennessee Valley Asset Management Partners
Tennessee
$3.23M +$642K +1,437 +25%
IFPG
3792
Intrepid Financial Planning Group
Indiana
$3.22M -$67.5K -151 -2%
ARG
3793
Advisory Resource Group
Oklahoma
$3.22M -$36.2K -81 -1%
AIM
3794
Aigen Investment Management
New York
$3.22M +$3.22M +7,207 New
TFG
3795
Taylor Financial Group
Virginia
$3.22M -$38K -85 -1%
PEA
3796
Park Edge Advisors
Ohio
$3.21M -$228K -509 -7%
TIM
3797
Tevis Investment Management
Texas
$3.2M +$108K +241 +3%
SPI
3798
Sutton Place Investors
New York
$3.2M -$2.79M -6,246 -47%
SCP
3799
Silverleafe Capital Partners
Tennessee
$3.2M -$2.24K -5 -0.1%
RWS
3800
Resolute Wealth Strategies
Mississippi
$3.19M -$46.5K -104 -1%
150 151
152
153 154