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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 %
SCM
4226
Sone Capital Management
New York
$2.62M +$2.62M +6,206 New
CG
4227
Clifford Group
Massachusetts
$2.61M +$18.5K +44 +0.7%
OCM
4228
Objective Capital Management
Ohio
$2.61M -$811K -1,923 -24%
HIGP
4229
Hill Investment Group Partners
Missouri
$2.61M +$921K +2,184 +54%
E3F
4230
Eight 31 Financial
Texas
$2.61M +$3.79K +9 +0.1%
GSC
4231
G&S Capital
Colorado
$2.61M -$92.7K -220 -3%
KFA
4232
Krane Funds Advisors
New York
$2.6M +$333K +789 +15%
CRIG
4233
Charter Research & Investment Group
Connecticut
$2.6M -$9.27K -22 -0.4%
SWM
4234
Seed Wealth Management
Illinois
$2.6M – – –
XSC
4235
X-Square Capital
Puerto Rico
$2.6M +$21.1K +50 +0.8%
WTFG
4236
Wood Tarver Financial Group
Idaho
$2.6M +$2.6M +6,157 New
MWM
4237
MorganRosel Wealth Management
Colorado
$2.59M +$217K +516 +9%
ITB
4238
Idaho Trust Bank
Idaho
$2.59M -$423K -1,003 -14%
ADBIC
4239
A.D. Beadell Investment Counsel
Wisconsin
$2.59M – – –
GPW
4240
Genesis Private Wealth
Virginia
$2.58M +$2.58M +6,115 New
HFAS
4241
Hummer Financial Advisory Services
Illinois
$2.57M -$42.2K -100 -2%
WAM
4242
WealthTrust Asset Management
Florida
$2.57M +$23.6K +56 +0.9%
WIM
4243
Warwick Investment Management
Texas
$2.57M -$228K -540 -8%
Betterment LLC
4244
Betterment LLC
New York
$2.56M +$507K +1,204 +25%
MTC
4245
Matrix Trust Company
Colorado
$2.56M +$167K +395 +7%
MCC
4246
Maiden Cove Capital
Maine
$2.56M +$52.3K +124 +2%
PCMN
4247
Paradigm Capital Management (Nevada)
Nevada
$2.56M -$2.11K -5 -0.1%
BWM
4248
BCS Wealth Management
Tennessee
$2.56M +$2.56M +6,066 New
SA
4249
SRH Advisors
Kansas
$2.55M -$6.32K -15 -0.2%
MAG
4250
M3 Advisory Group
Massachusetts
$2.55M -$26.6K -63 -1%
168 169
170
171 172