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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 %
CWA
4076
Continuum Wealth Advisors
New York
$2.31M +$80.9K +181 +4%
VBFP
4077
Valtinson Bruner Financial Planning
Minnesota
$2.3M +$101K +225 +5%
HFP
4078
Holistic Financial Partners
Indiana
$2.3M -$129K -288 -5%
TI
4079
Truepoint Inc
Ohio
$2.29M -$181K -406 -7%
GWWM
4080
Great Waters Wealth Management
Minnesota
$2.29M +$162K +362 +8%
RCI
4081
RS Crum Inc
California
$2.29M +$64.4K +144 +3%
B
4082
BetterWealth
California
$2.29M +$34K +76 +2%
LP
4083
LGL Partners
Pennsylvania
$2.28M +$543K +1,214 +31%
BBW
4084
Blue Barn Wealth
Utah
$2.28M +$152K +340 +7%
APW
4085
Aurora Private Wealth
New Jersey
$2.28M -$183K -410 -7%
O3W
4086
Omni 360 Wealth
New Jersey
$2.27M +$166K +372 +8%
MWM
4087
Mittelman Wealth Management
Massachusetts
$2.27M -$1.34K -3 -0.1%
LF
4088
LifePlan Financial
Minnesota
$2.27M -$68.4K -153 -3%
SWIM
4089
Smallwood Wealth Investment Management
New Jersey
$2.27M +$243K +543 +12%
ACC
4090
Acorn Creek Capital
Colorado
$2.27M +$54.5K +122 +2%
FTA
4091
Financial & Tax Architects
Missouri
$2.26M +$240K +537 +12%
FCM
4092
Fourpath Capital Management
Oklahoma
$2.26M -$94.8K -212 -4%
MPW
4093
MGO Private Wealth
California
$2.26M +$6.71K +15 +0.3%
KCM
4094
KRS Capital Management
Michigan
$2.25M -$74.2K -166 -3%
KWM
4095
Kaydan Wealth Management
Michigan
$2.25M +$121K +271 +6%
KDA
4096
Kraft Davis & Associates
Missouri
$2.24M +$32.3K +76 +1%
CPM
4097
Connective Portfolio Management
New York
$2.24M -$894K -2,000 -29%
UFA
4098
US Financial Advisors
Massachusetts
$2.24M +$26.8K +60 +1%
EA
4099
Echo45 Advisors
California
$2.24M -$382K -855 -15%
AF
4100
Ally Financial
Michigan
$2.23M -$14.3M -32,000 -86%
162 163
164
165 166