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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 %
PWM
4251
Paulson Wealth Management
Illinois
$2.55M -$219K -519 -8%
FCG
4252
Fielder Capital Group
Tennessee
$2.55M +$145K +344 +6%
GIM
4253
Guild Investment Management
California
$2.54M – – –
SFS
4254
Security Financial Services
Indiana
$2.54M +$121K +286 +5%
RIS
4255
Retirement Income Solutions
Michigan
$2.54M -$240K -569 -9%
IP
4256
Integras Partners
Georgia
$2.54M +$2.54M +6,018 New
MWM
4257
Maridea Wealth Management
New York
$2.54M +$2.54M +6,018 New
RLH
4258
RD Lewis Holdings
Florida
$2.53M +$2.53M +6,180 New
PG
4259
Prostatis Group
Maryland
$2.53M +$47.2K +112 +2%
HPBT
4260
Hickory Point Bank & Trust
Illinois
$2.53M +$2.53M +6,005 New
AWM
4261
Arista Wealth Management
Nevada
$2.53M -$87.7K -208 -3%
VFM
4262
Viking Fund Management
North Dakota
$2.53M – – –
CCM
4263
Check Capital Management
California
$2.53M – – –
GPWM
4264
Grant Private Wealth Management
California
$2.53M +$2.53M +5,992 New
LFASL
4265
Lugano Financial Advisors SA (LFA)
Switzerland
$2.52M +$91.9K +218 +4%
AWC
4266
Adamsbrown Wealth Consultants
Kansas
$2.52M +$54.8K +130 +2%
GA
4267
Greenspring Advisors
Maryland
$2.51M +$391K +927 +18%
IA
4268
IFG Advisors
Missouri
$2.51M +$134K +318 +6%
MFA
4269
Millington Financial Advisors
Illinois
$2.51M +$215K +523 +9%
KIG
4270
Kennedy Investment Group
New Jersey
$2.51M +$54.8K +130 +2%
WDC
4271
Woodward Diversified Capital
California
$2.51M -$1.38M -3,264 -35%
RFS
4272
Richardson Financial Services
Massachusetts
$2.5M +$77.3K +182 +3%
CQWA
4273
Chokshi & Queen Wealth Advisors
California
$2.49M +$2.49M +5,916 New
BF
4274
Brucke Financial
Indiana
$2.49M +$2.49M +6,006 New
BBPWM
4275
Blue Bell Private Wealth Management
Pennsylvania
$2.48M +$32K +76 +1%
169 170
171
172 173