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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 %
SSCM
4076
Spectrum Strategic Capital Management
Oregon
$2.98M +$51.4K +122 +2%
OFA
4077
Onyx Financial Advisors
Idaho
$2.97M -$37.5K -89 -1%
VFPW
4078
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.97M -$45.9K -109 -2%
TWM
4079
Triton Wealth Management
Arizona
$2.96M +$121K +287 +4%
MWPCG
4080
Measured Wealth Private Client Group
New Hampshire
$2.96M +$5.06K +12 +0.2%
GA
4081
Guerra Advisors
Florida
$2.96M +$2.96M +7,013 New
BBA
4082
Braun-Bostich & Associates
Pennsylvania
$2.96M -$11.4K -27 -0.4%
WI
4083
Wintrust Investments
Illinois
$2.95M -$104K -246 -3%
GIO
4084
Galilei Investment Office
United Kingdom
$2.94M +$2.94M +6,985 New
CSWM
4085
Cassady Schiller Wealth Management
Ohio
$2.94M -$121K -286 -4%
MA
4086
MBA Advisors
Pennsylvania
$2.94M -$873K -2,070 -23%
WIM
4087
Waycross Investment Management
Washington
$2.94M +$2.53K +6 +0.1%
BWM
4088
BigSur Wealth Management
Florida
$2.94M +$13.1K +31 +0.4%
PWS
4089
Precision Wealth Strategies
Missouri
$2.94M +$694K +1,646 +31%
JWM
4090
Jessup Wealth Management
Ohio
$2.93M +$117K +277 +4%
WIP
4091
WealthCare Investment Partners
Rhode Island
$2.92M +$146K +349 +5%
ADIM
4092
Alpha DNA Investment Management
Maryland
$2.91M -$856K -2,032 -23%
DKCM
4093
Davidson Kahn Capital Management
California
$2.91M +$2.91M +6,914 New
NP
4094
Ninepoint Partners
Ontario, Canada
$2.91M -$604K -1,434 -17%
VAF
4095
Values Added Financial
District of Columbia
$2.91M +$169K +400 +6%
LOIP
4096
Live Oak Investment Partners
Texas
$2.91M -$1.38M – –
BCM
4097
Brooktree Capital Management
Michigan
$2.9M – – –
EIA
4098
Eldridge Investment Advisors
New Hampshire
$2.9M -$259K -614 -8%
PMG
4099
Private Management Group
California
$2.89M +$51K +121 +2%
SCM
4100
Sage Capital Management
New Jersey
$2.89M -$221K -524 -7%
162 163
164
165 166