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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 %
AWM
3851
Activest Wealth Management
Florida
$3.59M +$198K +470 +6%
VIM
3852
VELA Investment Management
Ohio
$3.59M – – –
BC
3853
Barrett & Company
Rhode Island
$3.58M +$13.1K +31 +0.4%
FFO
3854
Fortitude Family Office
Arizona
$3.58M +$721K +1,710 +25%
MWM
3855
Mascoma Wealth Management
New Hampshire
$3.58M +$752K +1,785 +27%
TLCM
3856
Twin Lakes Capital Management
California
$3.57M +$5.06K +12 +0.1%
RCM
3857
Riverpark Capital Management
New York
$3.57M +$168K +399 +5%
VWM
3858
Vigilare Wealth Management
Arizona
$3.57M +$422 +1 +0%
AIP
3859
Almanack Investment Partners
Pennsylvania
$3.57M +$60.3K +143 +2%
WBCM
3860
Wilson & Boucher Capital Management
California
$3.57M -$56.5K -134 -2%
EWM
3861
Evergreen Wealth Management
Michigan
$3.56M +$64.9K +154 +2%
EGWAG
3862
Elwood & Goetz Wealth Advisory Group
Georgia
$3.56M -$422 -1 -0%
AHL
3863
Abel Hall LLC
Louisiana
$3.56M +$144K +341 +4%
BCM
3864
BluePath Capital Management
Georgia
$3.55M +$288K +691 +9%
SF
3865
Safeguard Financial
Wisconsin
$3.55M +$140K +331 +4%
NC
3866
Napatree Capital
Rhode Island
$3.55M +$358K +850 +11%
VAM
3867
Verity Asset Management
North Carolina
$3.55M -$3.38M -8,029 -49%
AWM
3868
Ariadne Wealth Management
California
$3.55M +$224K +544 +7%
OWA
3869
Outlook Wealth Advisors
Texas
$3.54M +$170K +404 +5%
PWP
3870
Precedent Wealth Partners
Texas
$3.54M +$17.3K +41 +0.5%
DSN
3871
D. Scott Neal
Kentucky
$3.53M – – –
WB
3872
West Bancorporation
Iowa
$3.53M -$161K -382 -4%
FC
3873
Fjell Capital
North Dakota
$3.53M +$3.53M +8,374 New
BWG
3874
Boomfish Wealth Group
Georgia
$3.53M +$74.6K +177 +2%
CIS
3875
Custom Index Systems
New York
$3.53M +$468K +1,111 +15%
153 154
155
156 157