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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 %
ICM
3901
Islay Capital Management
Texas
$3.48M -$155K -368 -4%
MFG
3902
Monte Financial Group
Connecticut
$3.47M -$90.6K -215 -3%
FC
3903
Fairscale Capital
New Hampshire
$3.47M +$843 +2 +0%
IF
3904
Integrity Financial
Wyoming
$3.46M -$494K -1,171 -12%
RF
3905
Rossby Financial
Florida
$3.46M +$3.46M +8,207 New
PFW
3906
Petros Family Wealth
Minnesota
$3.46M +$3.46M +8,207 New
HBS
3907
Howard Bailey Securities
Indiana
$3.45M +$125K +297 +4%
SNPAM
3908
St. Nicholas Private Asset Management
Florida
$3.44M +$3.44M +8,170 New
WH
3909
Willner & Heller
California
$3.44M +$67K +159 +2%
MQWP
3910
Morey & Quinn Wealth Partners
Nebraska
$3.44M +$3.44M +8,159 New
SIC
3911
Sterling Investment Counsel
New York
$3.44M -$3.68M -8,725 -52%
WIA
3912
Wealthedge Investment Advisors
New York
$3.43M +$3.43M +8,146 New
SSF
3913
Southern Style Financial
California
$3.43M +$3.43M +8,125 New
VP
3914
Verum Partners
North Carolina
$3.43M +$8.85K +21 +0.3%
CCA
3915
Cora Capital Advisors
New Jersey
$3.43M -$108K -256 -3%
SFC
3916
Swisher Financial Concepts
Ohio
$3.43M -$714K -1,695 -17%
LBC
3917
Leigh Baldwin & Co
New York
$3.42M +$3.42M +8,113 New
TA
3918
TPG Advisors
Illinois
$3.42M +$58.6K +139 +2%
SRSA
3919
S.R. Schill & Associates
Washington
$3.41M +$96.1K +228 +3%
USWIA
3920
UP Strategic Wealth Investment Advisors
Pennsylvania
$3.41M +$843K +2,001 +33%
AF
3921
Aldebaran Financial
$3.41M +$150K +354 +5%
PAS
3922
PKS Advisory Services
New York
$3.39M +$3.39M +8,049 New
AIM
3923
Advyzon Investment Management
Illinois
$3.39M +$3.39M +8,034 New
SMWM
3924
Silvia McColl Wealth Management
California
$3.38M -$1.26K -3 -0%
NCM
3925
New Capital Management
Texas
$3.38M -$107K -253 -3%
155 156
157
158 159