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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 %
AWM
4001
Abound Wealth Management
Tennessee
$2.52M +$15.6K +35 +0.6%
EE
4002
EWG Elevate
California
$2.52M +$28.2K +63 +1%
BBPWM
4003
Blue Bell Private Wealth Management
Pennsylvania
$2.52M -$4.02K -9 -0.2%
ORG
4004
Optimist Retirement Group
Washington
$2.52M +$301K +673 +14%
SFS
4005
Security Financial Services
Indiana
$2.52M +$71.1K +159 +3%
LWA
4006
Lantern Wealth Advisors
New York
$2.51M -$284K -636 -10%
AWMG
4007
Alliance Wealth Management Group
New Jersey
$2.51M – – –
MIM
4008
Macroview Investment Management
Maryland
$2.51M +$5.81K +13 +0.2%
AWC
4009
Adamsbrown Wealth Consultants
Kansas
$2.5M +$80.9K +181 +3%
UWM
4010
USAdvisors Wealth Management
Minnesota
$2.5M -$75.1K -168 -3%
PPA
4011
Painted Porch Advisors
California
$2.49M -$22.3K -50 -0.9%
TWM
4012
Tolleson Wealth Management
Texas
$2.49M +$129K +288 +5%
MTC
4013
Matrix Trust Company
Colorado
$2.49M +$129K +289 +5%
HP
4014
Holistic Planning
Texas
$2.49M – – –
CAM
4015
Campion Asset Management
Virginia
$2.49M – – –
OAJ
4016
Ogorek Anthony Joseph
New York
$2.48M +$316K +707 +15%
MAM
4017
Mainsail Asset Management
Alabama
$2.48M +$1.79K +4 +0.1%
DF
4018
Dunhill Financial
United Kingdom
$2.48M +$783K +1,752 +46%
1IA
4019
1620 Investment Advisors
Massachusetts
$2.47M +$4.92K +11 +0.2%
SDAM
4020
Shulman DeMeo Asset Management
New York
$2.47M -$5.81K -13 -0.2%
VIA
4021
Virtus Investment Advisers
Connecticut
$2.47M -$885K -1,979 -26%
PWA
4022
PCG Wealth Advisors
Kansas
$2.47M +$402K +900 +19%
ONGA
4023
O'Neil Global Advisors
California
$2.46M +$1.83M +4,100 +293%
SGWM
4024
Sterling Group Wealth Management
California
$2.45M +$2.45M +5,492 New
GSAM
4025
Grant Street Asset Management
Pennsylvania
$2.45M +$1.79K +4 +0.1%
159 160
161
162 163