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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 %
SPWG
4051
Sage Private Wealth Group
Illinois
$3.05M +$42.2K +100 +1%
MM
4052
Morangie Management
Florida
$3.04M +$3.04M +7,221 New
VWM
4053
Vivid Wealth Management
Iowa
$3.04M +$98.6K +234 +3%
ACM
4054
AUA Capital Management
Pennsylvania
$3.04M -$317K -753 -9%
PW
4055
Paladin Wealth
Minnesota
$3.04M +$414K +982 +16%
BWM
4056
BankPlus Wealth Management
Mississippi
$3.04M +$3.04M +7,204 New
KOMWMG
4057
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.04M -$70K -166 -2%
LFGO
4058
Legacy Financial Group (Oklahoma)
Oklahoma
$3.04M +$352K +836 +13%
TFG
4059
Taylor Financial Group
Virginia
$3.03M – – –
SCP
4060
Silverleafe Capital Partners
Tennessee
$3.03M +$12.2K +29 +0.4%
MAMG
4061
Milestone Asset Management Group
Connecticut
$3.03M +$3.03M +7,191 New
AFG
4062
Altiora Financial Group
Ohio
$3.03M +$219K +520 +8%
HI
4063
Human Investing
Oregon
$3.03M -$105K -248 -3%
GL
4064
Gerber LLC
Ohio
$3.01M -$4.22K -10 -0.1%
WAG
4065
Wallace Advisory Group
California
$3.01M -$189K -440 -6%
SFB
4066
STAR Financial Bank
Indiana
$3.01M -$730K -1,733 -20%
BAM
4067
BOS Asset Management
Illinois
$3.01M -$138K -327 -4%
DFP
4068
Defined Financial Planning
California
$3.01M +$3.01M +7,130 New
PIA
4069
Prakash Investment Advisors
Massachusetts
$3M +$3M +7,121 New
NEWAS
4070
N.E.W. Advisory Services
Wisconsin
$3M -$180K -426 -6%
AWS
4071
Aspen Wealth Strategies
Colorado
$2.99M +$19.4K +46 +0.7%
CSA
4072
Cornerstone Select Advisors
Missouri
$2.99M +$2.99M +7,097 New
SWM
4073
SFG Wealth Management
Maryland
$2.99M +$20.2K +48 +0.7%
SR
4074
Syntax Research
Florida
$2.99M +$1.27K +3 +0%
MPM
4075
MBB Public Markets
Illinois
$2.99M +$2.72M +6,456 +1,025%
161 162
163
164 165