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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 %
SWM
3951
Seed Wealth Management
Illinois
$2.75M +$35.8K +80 +1%
PRI
3952
Prepared Retirement Institute
Pennsylvania
$2.75M +$160K +358 +6%
FCM
3953
Family Capital Management
Michigan
$2.75M -$84.5K -189 -3%
CG
3954
Clifford Group
Massachusetts
$2.75M -$8.05K -18 -0.3%
TC
3955
Trust Company
Kansas
$2.75M -$436K -975 -14%
EGWAG
3956
Elwood & Goetz Wealth Advisory Group
Georgia
$2.74M -$25.5K -57 -0.9%
OPWM
3957
Oakwell Private Wealth Management
Texas
$2.72M +$151K +337 +6%
RWA
3958
Rooted Wealth Advisors
Illinois
$2.72M +$130K +296 +5%
CIS
3959
Custom Index Systems
New York
$2.71M +$36.2K +81 +1%
PG
3960
Prostatis Group
Maryland
$2.71M -$116K -260 -4%
GIM
3961
Guild Investment Management
California
$2.71M -$27.7K -62 -1%
GSC
3962
G&S Capital
Colorado
$2.71M +$95.8K +211 +4%
CCA
3963
Cottonwood Capital Advisors
Utah
$2.71M -$233K -508 -8%
SFG
3964
Seamount Financial Group
Colorado
$2.7M +$377K +844 +16%
HGWM
3965
Horst & Graben Wealth Management
Oregon
$2.69M -$55K -123 -2%
VFM
3966
Viking Fund Management
North Dakota
$2.68M – – –
AWM
3967
Arista Wealth Management
Nevada
$2.68M +$1.82M +4,081 +213%
TCMP
3968
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.68M +$416K +931 +18%
GHA
3969
Granite Harbor Advisors
Texas
$2.68M +$71.1K +159 +3%
TAM
3970
Tealwood Asset Management
Minnesota
$2.68M -$8.94K -20 -0.3%
XSC
3971
X-Square Capital
Puerto Rico
$2.67M -$89K -199 -3%
CM
3972
CastleKnight Management
New York
$2.67M -$534K -1,195 -17%
LGA
3973
Lebenthal Global Advisors
New York
$2.66M +$206K +461 +8%
FWI
3974
Facet Wealth Inc
Maryland
$2.66M -$59.6K -141 -2%
CCA
3975
Carrera Capital Advisors
Michigan
$2.65M +$2.65M +5,940 New
157 158
159
160 161