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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 %
PPA
4276
Painted Porch Advisors
California
$2.48M +$124K +293 +5%
PFA
4277
Petra Financial Advisors
Colorado
$2.48M -$152K -360 -6%
TF
4278
TLWM Financial
Texas
$2.48M +$112K +266 +5%
CP
4279
Castleview Partners
Texas
$2.48M -$124K -297 -5%
Cohen & Steers
4280
Cohen & Steers
New York
$2.48M +$140K +332 +6%
EMAM
4281
Encompass More Asset Management
California
$2.47M +$78.8K +187 +3%
FIBT
4282
First International Bank & Trust
North Dakota
$2.47M -$435K -1,032 -15%
FMP
4283
Financial Management Professionals
Texas
$2.46M +$32.9K +78 +1%
CA
4284
Calton & Associates
Florida
$2.46M -$1.69M -4,015 -41%
KWAG
4285
Kiely Wealth Advisory Group
North Carolina
$2.46M -$49.5K -120 -2%
AIC
4286
Anthracite Investment Company
Texas
$2.46M – – –
IFA
4287
Index Fund Advisors
California
$2.46M +$13.1K +31 +0.5%
ACM
4288
Ascent Capital Management
Oregon
$2.45M +$2.45M +5,822 New
LWA
4289
Lantern Wealth Advisors
New York
$2.45M +$76.3K +181 +3%
RI
4290
Rinkey Investments
California
$2.44M +$788K +1,870 +48%
JWWM
4291
Johnson & White Wealth Management
Pennsylvania
$2.44M +$2.44M +5,832 New
LC
4292
Lavaca Capital
Texas
$2.44M +$295K +701 +14%
NWAG
4293
Net Worth Advisory Group
Utah
$2.44M -$155K -367 -6%
PC
4294
Promus Capital
Illinois
$2.44M +$2.44M +5,779 New
SWM
4295
Sterling Wealth Management
Illinois
$2.44M -$65.3K -155 -3%
SFG
4296
Seamount Financial Group
Colorado
$2.43M +$65.3K +155 +3%
IWP
4297
Innova Wealth Partners
Pennsylvania
$2.43M +$1.14M +2,708 +89%
OPWM
4298
Oakwell Private Wealth Management
Texas
$2.43M +$105K +248 +4%
LWM
4299
Level Wealth Management
North Carolina
$2.42M +$2.42M +5,753 New
ACMA
4300
Arbor Capital Management (Alaska)
Alaska
$2.42M -$43.4K -98 -2%
170 171
172
173 174