MSFT icon

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 %
BAM
4151
Blueshift Asset Management
New Jersey
$2.08M +$2.08M +4,647 New
CMAI
4152
Capital Management Associates Inc
Minnesota
$2.08M +$2.68K +6 +0.1%
HA
4153
Hanover Advisors
South Carolina
$2.07M +$25K +56 +1%
BWA
4154
BlueChip Wealth Advisors
Georgia
$2.07M +$295K +659 +17%
VR
4155
Valued Retirements
Texas
$2.07M -$75.5K -169 -4%
BCG
4156
BayBridge Capital Group
California
$2.06M +$31.3K +70 +2%
CL
4157
COWA LLC
Oklahoma
$2.06M +$19.2K +43 +0.9%
EWM
4158
Endowment Wealth Management
Wisconsin
$2.05M -$22.8K -51 -1%
LPU
4159
Lansdowne Partners (UK)
United Kingdom
$2.05M – – –
AP
4160
Atwood & Palmer
Missouri
$2.04M -$202K -452 -9%
CCA
4161
Cravens & Co Advisors
Tennessee
$2.04M -$120K -268 -6%
AIA
4162
Armor Investment Advisors
North Carolina
$2.04M +$468K +1,046 +30%
WCM
4163
Windsor Capital Management
Arizona
$2.04M -$8.94K -20 -0.4%
NCM
4164
Next Capital Management
New York
$2.04M -$22.8K -51 -1%
DPI
4165
Diversified Portfolios Inc
Michigan
$2.04M -$4.92K -11 -0.2%
NCG
4166
Newport Capital Group
New Jersey
$2.04M +$2.04M +4,558 New
PC
4167
Prairiewood Capital
North Dakota
$2.04M -$7.15K -16 -0.4%
KSWWM
4168
Keyes Stange & Wooten Wealth Management
Florida
$2.03M -$63.9K -143 -3%
WIA
4169
Wetzel Investment Advisors
Indiana
$2.03M +$3.35K +8 +0.2%
RB
4170
Richmond Brothers
Michigan
$2.03M -$258K -577 -11%
CHJWM
4171
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.03M -$38.1K -90 -2%
AWM
4172
Alterna Wealth Management
Texas
$2.03M -$17.9K -40 -0.9%
Betterment LLC
4173
Betterment LLC
New York
$2.02M +$215K +480 +12%
RPA
4174
Rock Point Advisors
Vermont
$2.01M -$46.9K -105 -2%
PGCM
4175
Prescott Group Capital Management
Oklahoma
$2.01M – – –
165 166
167
168 169