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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 %
O3W
4326
Omni 360 Wealth
New Jersey
$2.37M -$452K -1,072 -16%
SWM
4327
Shepherd Wealth Management
Ohio
$2.37M +$2.37M +5,628 New
APW
4328
Aurora Private Wealth
New Jersey
$2.37M +$18.1K +43 +0.8%
IWA
4329
Inspirion Wealth Advisors
Illinois
$2.37M -$5.91K -14 -0.2%
AWMG
4330
Alliance Wealth Management Group
New Jersey
$2.37M +$10.5K +25 +0.4%
JFG
4331
JMG Financial Group
Illinois
$2.37M -$11K -26 -0.5%
TPW
4332
Talon Private Wealth
Florida
$2.36M +$569K +1,349 +32%
MEAC
4333
M.E. Allison & Co
Texas
$2.36M +$2.36M +5,600 New
MIM
4334
Macroview Investment Management
Maryland
$2.36M +$6.74K +16 +0.3%
3F
4335
360 Financial
Minnesota
$2.36M -$290K -687 -11%
PWM
4336
Partners Wealth Management
California
$2.35M +$2.35M +5,582 New
AFO
4337
Arrowroot Family Office
California
$2.35M +$1.22M +2,894 +108%
CAM
4338
Campion Asset Management
Virginia
$2.34M – – –
WA
4339
WPG Advisers
Maryland
$2.34M +$2.34M +5,552 New
NFG
4340
Northeast Financial Group
Pennsylvania
$2.34M +$38.4K +91 +2%
BAS
4341
Breakthru Advisory Services
Wisconsin
$2.34M +$2.34M +5,548 New
KWM
4342
KFG Wealth Management
Indiana
$2.34M +$21.5K +51 +0.9%
SGWM
4343
Sterling Group Wealth Management
California
$2.33M +$10.5K +25 +0.5%
M1FG
4344
Mach-1 Financial Group
Arkansas
$2.33M +$384K +912 +20%
DA
4345
Doliver Advisors
Texas
$2.33M +$157K +372 +7%
GSAM
4346
Grant Street Asset Management
Pennsylvania
$2.32M -$4.64K -11 -0.2%
GIM
4347
Groesbeck Investment Management
New Jersey
$2.32M -$390K -925 -14%
SI
4348
Stonekeep Investments
New Mexico
$2.32M -$83.5K -198 -3%
UFA
4349
US Financial Advisors
Massachusetts
$2.32M +$195K +463 +9%
RWMH
4350
Riverpoint Wealth Management Holdings
Illinois
$2.32M +$4.22K +10 +0.2%
172 173
174
175 176