MSFT icon

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 %
EHWM
4151
Eads & Heald Wealth Management
Georgia
$2.79M -$11.4K -27 -0.4%
FSC
4152
Full Sail Capital
Oklahoma
$2.79M +$78.8K +187 +3%
FI
4153
Fosun International
China
$2.79M -$2.14M -5,085 -43%
TVAMP
4154
Tennessee Valley Asset Management Partners
Tennessee
$2.78M -$223K -530 -7%
CWM
4155
Cherrydale Wealth Management
New Jersey
$2.78M +$114K +270 +4%
BFS
4156
Burkett Financial Services
South Carolina
$2.78M +$2.95K +7 +0.1%
SPW
4157
Sonoma Private Wealth
California
$2.78M +$66.2K +157 +2%
RA
4158
Resolute Advisors
California
$2.77M +$2M +4,735 +258%
EWM
4159
Elmwood Wealth Management
California
$2.77M +$94.8K +225 +4%
EWS
4160
Eagle Wealth Strategies
New Jersey
$2.76M +$92.3K +219 +3%
SWG
4161
Summit Wealth Group
Vermont
$2.75M -$8.85K -21 -0.3%
RDFA
4162
Ritter Daniher Financial Advisory
Ohio
$2.75M +$114K +271 +4%
OWP
4163
ORG Wealth Partners
Texas
$2.74M +$146K +347 +6%
PCS
4164
Private Client Services
Kentucky
$2.74M +$42.2K +100 +2%
VWA
4165
VSM Wealth Advisory
Maryland
$2.74M +$2.74M +6,505 New
KWA
4166
Kellett Wealth Advisors
Ohio
$2.74M +$68.7K +163 +3%
MCM
4167
Magnolia Capital Management
New York
$2.74M – – –
HCP
4168
Hexagon Capital Partners
Arkansas
$2.73M +$208K +494 +8%
CIG
4169
CHB Investment Group
Pennsylvania
$2.73M -$15.2K -36 -0.6%
FC
4170
FCA Corp
Texas
$2.73M -$855 -2 -0%
LD
4171
Lipe & Dalton
New York
$2.73M -$194K -460 -7%
CC
4172
Copperleaf Capital
North Carolina
$2.73M +$339K +805 +14%
CL
4173
CVFG LLC
Indiana
$2.73M +$2.73M +6,470 New
PFA
4174
Professional Financial Advisors
Nebraska
$2.72M +$198K +470 +8%
BMWS
4175
Brady Martz Wealth Solutions
North Dakota
$2.72M +$2.72M +6,555 New
165 166
167
168 169