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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 %
BDF
3976
Black Diamond Financial
Maryland
$2.62M +$719K +1,609 +38%
HCP
3977
Hexagon Capital Partners
Arkansas
$2.62M +$8.49K +19 +0.3%
KIG
3978
Kennedy Investment Group
New Jersey
$2.62M +$126K +283 +5%
PFA
3979
Professional Financial Advisors
Nebraska
$2.61M +$93.4K +209 +4%
CCM
3980
Check Capital Management
California
$2.61M +$44.7K +100 +2%
WCBA
3981
Weaver C. Barksdale & Associates
Tennessee
$2.59M -$40.2K -90 -2%
3F
3982
360 Financial
Minnesota
$2.59M +$447 +1 +0%
EWA
3983
ERTS Wealth Advisors
Michigan
$2.59M -$90.7K -203 -3%
RCM
3984
Rain Capital Management
Oregon
$2.58M -$21.2K -51 -0.8%
FMP
3985
Financial Management Professionals
Texas
$2.57M -$265K -593 -9%
TBC
3986
Ted Buchan & Co
California
$2.57M +$43.8K +98 +2%
SA
3987
SRN Advisors
Pennsylvania
$2.57M -$147K -330 -5%
OCPWS
3988
One Charles Private Wealth Services
Massachusetts
$2.57M +$24.1K +54 +0.9%
GAA
3989
Global Assets Advisory
Florida
$2.56M -$1.05B -2,346,934 -100%
JFG
3990
JMG Financial Group
Illinois
$2.56M +$313K +701 +14%
IFS
3991
Intelligent Financial Strategies
Minnesota
$2.56M – – –
FA
3992
Fountainhead AM
New Jersey
$2.55M +$123K +275 +5%
FCG
3993
Fielder Capital Group
Tennessee
$2.55M -$6.26K -14 -0.2%
BCM
3994
BluePointe Capital Management
California
$2.54M +$122K +274 +5%
CC
3995
Copperleaf Capital
North Carolina
$2.54M +$77.8K +174 +3%
Cohen & Steers
3996
Cohen & Steers
New York
$2.54M -$46.9K -105 -2%
RFS
3997
Richardson Financial Services
Massachusetts
$2.54M -$72.4K -162 -3%
SL
3998
Sentinus LLC
Illinois
$2.53M +$128K +287 +5%
BFWM
3999
Bright Futures Wealth Management
New York
$2.53M -$8.58K -21 -0.3%
NRW
4000
Nova R Wealth
Kansas
$2.53M +$380K +850 +18%
158 159
160
161 162