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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 %
CCG
3876
Coastwise Capital Group
California
$3M -$17K -38 -0.6%
ST
3877
Sageworth Trust
Pennsylvania
$2.99M +$1.93M +4,318 +182%
RAS
3878
RPS Advisory Solutions
Kentucky
$2.99M +$2.99M +6,689 New
WW
3879
Westshore Wealth
California
$2.98M -$43.4K -97 -1%
FPWM
3880
FSB Premier Wealth Management
Iowa
$2.98M +$574K +1,284 +24%
AFG
3881
Altiora Financial Group
Ohio
$2.98M +$3.58K +8 +0.1%
MWA
3882
Motive Wealth Advisors
Michigan
$2.98M -$10.7K -24 -0.4%
BFS
3883
Burkett Financial Services
South Carolina
$2.97M -$19.7K -44 -0.7%
AWM
3884
AllSquare Wealth Management
New York
$2.97M – – –
SHJ
3885
Sharkey, Howes & Javer
Colorado
$2.97M +$447 +1 +0%
LA
3886
Latitude Advisors
Florida
$2.97M -$438K -980 -13%
PSCM
3887
Per Stirling Capital Management
Texas
$2.96M -$124K -278 -4%
AL
3888
ADE LLC
Maryland
$2.96M -$5.81K -13 -0.2%
OA
3889
Operose Advisors
Wisconsin
$2.95M -$25.9K -58 -0.9%
AWA
3890
ARQ Wealth Advisors
Arizona
$2.95M -$140K -314 -5%
GCM
3891
Glaxis Capital Management
Florida
$2.95M +$447K +1,000 +18%
TCM
3892
Triumph Capital Management
Colorado
$2.95M +$48.7K +109 +2%
TA
3893
TrueWealth Advisors
Alabama
$2.94M -$286K -639 -9%
SAM
3894
Seelaus Asset Management
New Jersey
$2.94M -$49.2K -110 -2%
DRS
3895
Deane Retirement Strategies
Louisiana
$2.93M -$2.18M -4,881 -43%
RIS
3896
Retirement Income Solutions
Michigan
$2.93M – – –
SWG
3897
Summit Wealth Group
Vermont
$2.93M +$2.93M +6,544 New
RA
3898
Ruggaard & Associates
Ohio
$2.92M -$8.05K -18 -0.3%
LSA
3899
Lansing Street Advisors
Pennsylvania
$2.92M +$357K +798 +14%
PFA
3900
Pathway Financial Advisors
Vermont
$2.92M +$27.7K +62 +1%
154 155
156
157 158