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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 %
SWM
4251
Selective Wealth Management
Virginia
$1.82M -$46.9K -102 -3%
LFG
4252
Lockerman Financial Group
California
$1.82M -$1.79K -4 -0.1%
ICM
4253
Intrepid Capital Management
Florida
$1.82M +$188K +420 +11%
HA
4254
Hofer & Associates
California
$1.82M +$46.9K +105 +3%
VW
4255
Veridan Wealth
Oregon
$1.82M +$1.82M +3,650 New
CA
4256
Crumly & Associates
Illinois
$1.82M +$5.81K +13 +0.3%
M1FG
4257
Mach-1 Financial Group
Arkansas
$1.81M +$112K +250 +7%
IIM
4258
Ironwood Investment Management
Massachusetts
$1.81M -$962K -2,152 -35%
NVIM
4259
New Vernon Investment Management
Illinois
$1.81M – – –
PRC
4260
Pearl River Capital
Michigan
$1.81M +$1.81M +4,040 New
GU
4261
Georgetown University
District of Columbia
$1.8M +$2.68K +6 +0.1%
CIR
4262
Clear Investment Research
Georgia
$1.8M +$42.9K +96 +2%
PPW
4263
Pasadena Private Wealth
California
$1.79M -$41.6K -93 -2%
NWMG
4264
National Wealth Management Group
Ohio
$1.79M +$75.5K +169 +4%
CSIA
4265
Conrad Siegel Investment Advisors
Pennsylvania
$1.79M – – –
SPA
4266
Sentinel Pension Advisors
Massachusetts
$1.79M +$14.3K +32 +0.8%
FWSM
4267
First Wilshire Securities Management
California
$1.79M – – –
GC
4268
Gruss & Co
Florida
$1.79M +$223K +500 +14%
SCA
4269
Sassicaia Capital Advisers
New York
$1.79M +$1.79M +4,000 New
WCWM
4270
Willow Creek Wealth Management
California
$1.79M -$19.2K -43 -1%
FI
4271
FWG Investments
Kentucky
$1.78M -$28.2K -63 -2%
EMAM
4272
Encompass More Asset Management
California
$1.78M +$20.6K +46 +1%
IGWM
4273
ICA Group Wealth Management
Colorado
$1.78M -$5.89M -13,180 -77%
BL
4274
Balentine LLC
Georgia
$1.78M -$66.6M -148,976 -97%
YCM
4275
Yost Capital Management
Texas
$1.77M -$1.78M -3,980 -50%
169 170
171
172 173