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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 %
MCM
4301
Mainstay Capital Management
Michigan
$2.42M +$437K +1,036 +22%
SFPG
4302
Stonebridge Financial Planning Group
Florida
$2.42M +$198K +469 +9%
AFA
4303
Arlington Financial Advisors
California
$2.42M +$211K +501 +10%
EE
4304
EWG Elevate
California
$2.42M +$31.6K +75 +1%
MS
4305
Maven Securities
Jersey
$2.42M +$2.42M +5,737 New
EWA
4306
ERTS Wealth Advisors
Michigan
$2.42M -$18.1K -43 -0.7%
MCP
4307
Martin Capital Partners
Oregon
$2.41M -$2.86M -6,782 -54%
VBFP
4308
Valtinson Bruner Financial Planning
Minnesota
$2.41M +$186K +442 +8%
GFG
4309
Greenbush Financial Group
New York
$2.41M +$2.41M +5,669 New
FF
4310
Francis Financial
$2.41M +$1.01M +3,929 +72%
TS
4311
TradeWell Securities
Indiana
$2.41M +$2.41M +5,713 New
IFS
4312
Intelligent Financial Strategies
Minnesota
$2.4M -$9.27K -22 -0.4%
UWM
4313
USAdvisors Wealth Management
Minnesota
$2.4M +$13.1K +31 +0.5%
PFM
4314
Phillips Financial Management
Indiana
$2.4M +$172K +409 +8%
SWA
4315
Strategies Wealth Advisors
Michigan
$2.4M +$2.4M +5,867 New
CTC
4316
Corundum Trust Company
South Dakota
$2.4M -$16.4K -39 -0.7%
CIG
4317
Cascade Investment Group
Colorado
$2.4M -$940K -2,230 -28%
CCA
4318
Cottonwood Capital Advisors
Utah
$2.4M +$4.22K +10 +0.2%
CCA
4319
Carrera Capital Advisors
Michigan
$2.4M +$247K +587 +12%
SA
4320
SRN Advisors
Pennsylvania
$2.39M +$63.6K +151 +3%
CAG
4321
Centerpoint Advisory Group
Kansas
$2.39M +$2.39M +5,670 New
TA
4322
TrueWealth Advisors
Alabama
$2.39M -$288K -684 -11%
OAJ
4323
Ogorek Anthony Joseph
New York
$2.39M +$25.7K +61 +1%
PRI
4324
Prepared Retirement Institute
Pennsylvania
$2.38M -$227K -539 -9%
AWM
4325
Abound Wealth Management
Tennessee
$2.38M +$6.74K +16 +0.3%
171 172
173
174 175