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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 %
TWA
4126
Talisman Wealth Advisors
New Jersey
$2.84M -$11.4K -27 -0.4%
PCM
4127
Park Capital Management
Wisconsin
$2.84M +$2.84M +6,728 New
NJIM
4128
Nabity-Jensen Investment Management
Nebraska
$2.84M +$99.1K +235 +4%
NCMW
4129
Northern Capital Management (Washington)
Washington
$2.84M -$81.8K -194 -3%
KGC
4130
Kennon-Green & Company
Ohio
$2.83M -$85.1K -202 -3%
HS
4131
Horan Securities
United States
$2.83M +$43.4K +103 +2%
SL
4132
Sentinus LLC
Illinois
$2.82M +$87.7K +208 +3%
IFPG
4133
Intrepid Financial Planning Group
Indiana
$2.82M -$69.6K -165 -2%
SFC
4134
Strategic Financial Concepts
Texas
$2.82M +$860K +2,041 +44%
LI
4135
LifeWealth Investments
Florida
$2.81M +$2.81M +6,678 New
AA
4136
Acorns Advisers
California
$2.81M +$427K +1,013 +18%
PSCM
4137
Per Stirling Capital Management
Texas
$2.81M -$129K -307 -4%
QP
4138
Quartz Partners
New York
$2.81M -$125K -296 -4%
CA
4139
Cortland Associates
Missouri
$2.81M +$12.2K +29 +0.4%
BPFA
4140
Barnes Pettey Financial Advisors
Mississippi
$2.81M -$17.7K -42 -0.6%
OW
4141
Olistico Wealth
Oklahoma
$2.81M +$97.8K +232 +4%
TCPW
4142
Twin City Private Wealth
North Carolina
$2.8M -$4.64K -11 -0.2%
LA
4143
Latitude Advisors
Florida
$2.8M -$3.37K -8 -0.1%
TFCP
4144
Twin Focus Capital Partners
Massachusetts
$2.8M -$61.1K -145 -2%
BDF
4145
Black Diamond Financial
Maryland
$2.8M +$94K +223 +3%
STA
4146
Smith Thornton Advisors
Alabama
$2.8M +$187K +443 +7%
AL
4147
ADE LLC
Maryland
$2.8M +$13.9K +33 +0.5%
TWPM
4148
Total Wealth Planning & Management
Florida
$2.8M +$2.8M +6,635 New
JTWM
4149
Jackson Thornton Wealth Management
Alabama
$2.79M +$845K +2,004 +43%
RC
4150
Rovin Capital
Arizona
$2.79M +$425K +1,008 +18%
164 165
166
167 168