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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 %
UIA
3901
Ulland Investment Advisors
Minnesota
$2.91M +$175K +392 +6%
MCM
3902
Magnolia Capital Management
New York
$2.9M +$53.6K +120 +2%
JSAM
3903
J. Safra Asset Management
New York
$2.9M +$919K +2,056 +46%
SPIO
3904
Seven Post Investment Office
California
$2.89M +$1.97M +4,400 +213%
GIM
3905
Groesbeck Investment Management
New Jersey
$2.89M -$661K -1,479 -19%
SWP
3906
Summit Wealth Partners
Florida
$2.88M +$371K +829 +15%
CC
3907
Cypress Capital
Tennessee
$2.88M +$318K +712 +12%
PWM
3908
Paulson Wealth Management
Illinois
$2.88M -$9.39K -21 -0.3%
RGI
3909
River Global Investors
United Kingdom
$2.88M -$103K -230 -3%
CP
3910
Creekside Partners
California
$2.88M +$2.88M +6,441 New
NCM
3911
Neumann Capital Management
California
$2.87M -$42.5K -95 -1%
HIM
3912
Hanlon Investment Management
New Jersey
$2.87M +$355K +795 +14%
PWP
3913
Phillips Wealth Planners
Mississippi
$2.87M -$14.5K -31 -0.5%
GCGDR
3914
Geo Capital Gestora de Recursos
Brazil
$2.87M +$2.09M +4,669 +268%
DAM
3915
Doheny Asset Management
California
$2.87M +$6.26K +14 +0.2%
NWM
3916
NRI Wealth Management
California
$2.86M +$124K +277 +5%
JBA
3917
Johnson Bixby & Associates
Washington
$2.86M -$34.4K -77 -1%
PA
3918
PSI Advisors
Florida
$2.86M -$123K -276 -4%
ODG
3919
O'Dell Group
Ohio
$2.86M – – –
SPW
3920
Sonoma Private Wealth
California
$2.86M -$39.8K -89 -1%
ADBIC
3921
A.D. Beadell Investment Counsel
Wisconsin
$2.85M -$190K -425 -6%
FC
3922
FCA Corp
Texas
$2.85M -$4.47K -10 -0.2%
DWA
3923
Delos Wealth Advisors
Texas
$2.85M +$1.06M +2,375 +59%
GFA
3924
Gallagher Fiduciary Advisors
Illinois
$2.84M +$28.6K +64 +1%
ACMA
3925
Arbor Capital Management (Alaska)
Alaska
$2.84M -$117K -256 -4%
155 156
157
158 159