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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 %
NWMG
4201
Nicholson Wealth Management Group
South Carolina
$2.67M +$763K +1,810 +40%
AWA
4202
ARQ Wealth Advisors
Arizona
$2.67M -$150K -356 -5%
LF
4203
Lighthouse Financial
Florida
$2.67M +$2.67M +6,324 New
CP
4204
Creekside Partners
California
$2.67M -$22.3K -53 -0.8%
TFP
4205
TrueWealth Financial Partners
Washington
$2.67M – – –
PFA
4206
Pathway Financial Advisors
Vermont
$2.66M -$29.9K -71 -1%
SA
4207
Strategic Advocates
Utah
$2.66M +$570K +1,352 +27%
BHWM
4208
Beaird Harris Wealth Management
Texas
$2.66M -$195K -462 -7%
OCPWS
4209
One Charles Private Wealth Services
Massachusetts
$2.66M +$240K +569 +10%
B
4210
Birchbrook
Maine
$2.66M -$19K -45 -0.7%
PCWA
4211
Pacific Capital Wealth Advisors
California
$2.65M -$32.9K -78 -1%
OAS
4212
Optivise Advisory Services
Tennessee
$2.65M +$158K +375 +6%
TWM
4213
Trevian Wealth Management
Massachusetts
$2.65M -$10.1K -24 -0.4%
SRWM
4214
Shira Ridge Wealth Management
California
$2.64M -$298K -706 -10%
PA
4215
PSI Advisors
Florida
$2.64M +$39.2K +93 +2%
WLIM
4216
White Lighthouse Investment Management
Massachusetts
$2.64M -$4.22K -10 -0.2%
RA
4217
Ruggaard & Associates
Ohio
$2.64M -$120K -285 -4%
HFS
4218
Hopwood Financial Services
Virginia
$2.63M +$2.63M +6,248 New
HGWM
4219
Horst & Graben Wealth Management
Oregon
$2.63M +$51K +121 +2%
FCM
4220
Family Capital Management
Michigan
$2.63M +$17.3K +41 +0.7%
TBWA
4221
Three Bridge Wealth Advisors
California
$2.63M +$192K +455 +8%
TIP
4222
Tandem Investment Partners
New Jersey
$2.63M +$2.63M +6,228 New
XC
4223
XY Capital
Hong Kong
$2.62M +$2.24M +5,324 +591%
PWA
4224
Prairie Wealth Advisors
Nebraska
$2.62M – – –
DAM
4225
Doheny Asset Management
California
$2.62M -$33.7K -80 -1%
167 168
169
170 171