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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 %
NWA
4176
New World Advisors
Massachusetts
$2.72M +$10.1K +24 +0.4%
PWP
4177
Phillips Wealth Planners
Mississippi
$2.72M +$11.7K +28 +0.4%
PWA
4178
Primoris Wealth Advisors
Florida
$2.72M -$843 -2 -0%
AFA
4179
Antonelli Financial Advisors
Michigan
$2.72M +$2.72M +6,460 New
TAS
4180
TIFF Advisory Services
Pennsylvania
$2.72M -$4.27M -10,126 -61%
CWMGO
4181
Capstone Wealth Management Group (Oregon)
Oregon
$2.72M +$2.72M +6,444 New
SAM
4182
Strive Asset Management
Ohio
$2.72M +$2.72M +6,443 New
AWP
4183
Atlas Wealth Partners
Pennsylvania
$2.71M -$75K -178 -3%
HCWM
4184
Hidden Cove Wealth Management
Washington
$2.71M +$2.71M +6,426 New
ODG
4185
O'Dell Group
Ohio
$2.71M -$201K -478 -7%
AF
4186
Abound Financial
California
$2.71M +$2.71M +6,418 New
GWP
4187
Gen-Wealth Partners
Michigan
$2.7M -$212K -504 -7%
DA
4188
Drake & Associates
Wisconsin
$2.7M +$920K +2,245 +52%
EWP
4189
Elevation Wealth Partners
California
$2.7M -$23.2K -55 -0.9%
PAM
4190
Parvin Asset Management
South Dakota
$2.7M +$2.7M +6,395 New
W
4191
WealthCollab
Washington
$2.69M -$24K -57 -0.9%
MWM
4192
Mosley Wealth Management
California
$2.69M +$208K +470 +8%
RWA
4193
Rooted Wealth Advisors
Illinois
$2.69M +$26.2K +62 +1%
FFA
4194
Fortune Financial Advisors
Kansas
$2.69M +$22.8K +54 +0.9%
WFM
4195
Wolff Financial Management
Michigan
$2.69M -$137K -326 -5%
PPH
4196
Pure Portfolios Holdings
Oregon
$2.69M -$190K -450 -7%
ACM
4197
Aurdan Capital Management
Pennsylvania
$2.68M +$2.68M +6,369 New
EPA
4198
Element Pointe Advisors
Florida
$2.68M +$64.1K +152 +2%
NCM
4199
Neumann Capital Management
California
$2.68M -$33.7K -80 -1%
RA
4200
RoundAngle Advisors
New Jersey
$2.68M +$2.68M +6,347 New
166 167
168
169 170