MSFT icon

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 %
BBA
3826
Braun-Bostich & Associates
Pennsylvania
$3.13M -$908K -2,032 -23%
EIA
3827
Eldridge Investment Advisors
New Hampshire
$3.13M +$185K +415 +6%
KTM
3828
Keeler Thomas Management
Utah
$3.12M -$128K -286 -4%
PPWP
3829
Proquility Private Wealth Partners
Nevada
$3.12M +$12.1K +27 +0.4%
WLPWM
3830
Walled Lake Planning & Wealth Management
Illinois
$3.12M +$704K +1,574 +29%
RA
3831
Riversedge Advisors
Delaware
$3.11M +$143K +319 +5%
PCMF
3832
Private Capital Management (Florida)
Florida
$3.11M -$109K -243 -3%
CWI
3833
Conscious Wealth Investments
Florida
$3.11M +$11.1K +25 +0.4%
KGC
3834
Kennon-Green & Company
Ohio
$3.1M +$649K +1,451 +26%
GCP
3835
Gill Capital Partners
Colorado
$3.1M +$34K +76 +1%
HCP
3836
Holt Capital Partners
Texas
$3.1M +$44.7K +100 +1%
CGH
3837
CMG Global Holdings
Texas
$3.1M -$5.81K -13 -0.2%
LD
3838
Lipe & Dalton
New York
$3.1M -$22.4K -50 -0.7%
AWS
3839
Aspen Wealth Strategies
Colorado
$3.1M -$105K -237 -3%
RCS
3840
Retirement Capital Strategies
California
$3.1M – – –
FWA
3841
FOCUS Wealth Advisors
Texas
$3.09M +$130K +290 +4%
FA
3842
FF Advisors
California
$3.09M – – –
BCM
3843
Brooktree Capital Management
Michigan
$3.08M -$713K -1,595 -19%
WWG
3844
West Wealth Group
California
$3.08M – – –
MWM
3845
Mascoma Wealth Management
New Hampshire
$3.08M -$89.4K -200 -3%
W
3846
WealthCollab
Washington
$3.07M – – –
RFP
3847
Root Financial Partners
California
$3.07M +$20.6K +46 +0.7%
NC
3848
Napatree Capital
Rhode Island
$3.07M +$1.32M +2,956 +76%
FIBT
3849
First International Bank & Trust
North Dakota
$3.07M -$92.1K -206 -3%
EPA
3850
Element Pointe Advisors
Florida
$3.07M -$12.1K -27 -0.4%
152 153
154
155 156