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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 %
ACA
4376
Ascension Capital Advisors
Texas
$2.23M -$12.2K -29 -0.5%
PWM
4377
Palacios Wealth Management
Florida
$2.22M +$2.22M +5,240 New
FWM
4378
Fingerlakes Wealth Management
New York
$2.22M -$19.4K -46 -0.9%
RFA
4379
Reyes Financial Architecture
California
$2.22M +$2.22M +5,262 New
CPCM
4380
Cardinal Point Capital Management
Ontario, Canada
$2.22M +$1.18M +2,796 +114%
ACM
4381
Absolute Capital Management
Pennsylvania
$2.22M +$647K +1,531 +41%
SM
4382
Samjo Management
New York
$2.21M – – –
AWM
4383
Accredited Wealth Management
Kentucky
$2.21M +$2.21M +5,250 New
BFS
4384
Burr Financial Services
California
$2.21M -$3.34M -7,921 -60%
NPPM
4385
North Point Portfolio Managers
Ohio
$2.2M -$4.9M -11,626 -69%
AIA
4386
Armor Investment Advisors
North Carolina
$2.2M +$145K +343 +7%
IA
4387
IMZ Advisory
Florida
$2.19M +$13.1K +31 +0.6%
AAM
4388
Austin Asset Management
Texas
$2.19M +$142K +336 +7%
CWA
4389
CJM Wealth Advisers
Virginia
$2.19M -$843 -2 -0%
CS
4390
Capital Square
Tennessee
$2.19M +$397K +894 +22%
RA
4391
Rise Advisors
New York
$2.19M -$9.7K -23 -0.4%
LCWM
4392
Legacy Capital Wealth Management
Texas
$2.19M +$2.19M +5,186 New
IAG
4393
Investmark Advisory Group
Connecticut
$2.18M -$695K -1,648 -24%
LF
4394
LifePlan Financial
Minnesota
$2.18M -$843 -2 -0%
GGV
4395
GG Group Ventures
Florida
$2.18M +$64.9K +154 +3%
PFM
4396
Potomac Fund Management
Florida
$2.18M +$2.18M +5,170 New
CAM
4397
Concorde Asset Management
Michigan
$2.18M -$80.5K -191 -4%
RBC
4398
Roble Belko & Company
Pennsylvania
$2.18M -$36.2K -86 -2%
CWA
4399
Continuum Wealth Advisors
New York
$2.18M +$5.06K +12 +0.2%
HGA
4400
Hobbs Group Advisors
South Carolina
$2.18M -$135K -320 -6%
174 175
176
177 178