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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 %
WIM
3926
Warwick Investment Management
Texas
$2.84M +$92.5K +207 +3%
TFP
3927
TrueWealth Financial Partners
Washington
$2.84M +$759K +1,698 +37%
KWA
3928
Kellett Wealth Advisors
Ohio
$2.84M +$55.4K +124 +2%
PFS
3929
Prospect Financial Services
New York
$2.84M +$285K +638 +11%
FNBSF
3930
First National Bank Sioux Falls
South Dakota
$2.83M +$10.7K +24 +0.4%
WLIM
3931
White Lighthouse Investment Management
Massachusetts
$2.83M +$246K +550 +10%
PFA
3932
Petra Financial Advisors
Colorado
$2.83M -$61.7K -138 -2%
SA
3933
SRH Advisors
Kansas
$2.82M -$26.4K -59 -0.9%
B
3934
Birchbrook
Maine
$2.82M -$39.8K -89 -1%
DCM
3935
Deuterium Capital Management
Florida
$2.82M – – –
PCM
3936
Ping Capital Management
New York
$2.82M +$2.82M +6,300 New
CWM
3937
Cherrydale Wealth Management
New Jersey
$2.81M +$285K +637 +11%
IFA
3938
Index Fund Advisors
California
$2.81M +$223K +499 +9%
HS
3939
Horan Securities
United States
$2.81M -$11.6K -26 -0.4%
PWA
3940
Prairie Wealth Advisors
Nebraska
$2.81M -$453K -1,013 -14%
GWP
3941
Gen-Wealth Partners
Michigan
$2.8M +$69.3K +155 +3%
WAM
3942
WealthTrust Asset Management
Florida
$2.8M -$1.7M -3,811 -38%
TCPW
3943
Twin City Private Wealth
North Carolina
$2.79M +$180K +403 +7%
PCWA
3944
Pacific Capital Wealth Advisors
California
$2.78M +$454K +1,015 +19%
CTC
3945
Corundum Trust Company
South Dakota
$2.78M +$2.78M +6,219 New
CRIG
3946
Charter Research & Investment Group
Connecticut
$2.77M +$17.9K +40 +0.6%
NJIM
3947
Nabity-Jensen Investment Management
Nebraska
$2.77M +$71.1K +159 +3%
STA
3948
Smith Thornton Advisors
Alabama
$2.77M +$2.77M +6,191 New
HFAS
3949
Hummer Financial Advisory Services
Illinois
$2.77M -$11.2K -25 -0.4%
TWM
3950
Triton Wealth Management
Arizona
$2.76M +$4K +9 +0.1%
156 157
158
159 160