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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 %
MPW
4401
Magnolia Private Wealth
Pennsylvania
$2.17M +$2.17M +5,158 New
HIIFS
4402
Harel Insurance Investments & Financial Services
Israel
$2.17M -$4.14M -9,827 -66%
MWS
4403
MFA Wealth Services
California
$2.17M +$2.17M +5,152 New
PAM
4404
Prodigy Asset Management
Nebraska
$2.17M +$2.17M +5,142 New
IPWA
4405
International Private Wealth Advisors
California
$2.17M +$1.14M +2,700 +111%
MCM
4406
Mainstream Capital Management
California
$2.16M +$12.6K +30 +0.6%
CNBOF
4407
City National Bank of Florida
Florida
$2.16M +$2.16M +5,130 New
EMFAT
4408
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.16M -$106K -251 -5%
PA
4409
Planning Alternatives
Michigan
$2.16M -$141K -335 -6%
OWM
4410
Orgel Wealth Management
Wisconsin
$2.16M -$75.9K -180 -3%
PA
4411
Promethium Advisors
Maryland
$2.15M +$91.1K +216 +4%
QCM
4412
Qsemble Capital Management
New York
$2.15M -$2.75M -6,530 -56%
DCM
4413
Driehaus Capital Management
Illinois
$2.15M -$1.19M -2,814 -36%
MWP
4414
Meriwether Wealth & Planning
Louisiana
$2.15M +$2.15M +5,103 New
CWA
4415
Centennial Wealth Advisory
Michigan
$2.15M +$96.5K +229 +5%
FWI
4416
Facet Wealth Inc
Maryland
$2.15M -$761K -1,858 -26%
DI
4417
Disciplined Investors
Texas
$2.14M +$2.14M +5,140 New
HWA
4418
Hilltop Wealth Advisors
North Carolina
$2.14M -$141K -334 -6%
RCI
4419
RS Crum Inc
California
$2.14M -$23.6K -56 -1%
DCM
4420
Davis Capital Management
Florida
$2.14M +$130K +309 +6%
TF
4421
Tudor Financial
Ohio
$2.13M +$397K +941 +23%
JWM
4422
Jacksonville Wealth Management
Florida
$2.13M +$2.13M +5,060 New
GAA
4423
Global Assets Advisory
Florida
$2.12M -$373K -890 -15%
TF
4424
Tandem Financial
Colorado
$2.12M +$2.12M +5,037 New
SWIM
4425
Smallwood Wealth Investment Management
New Jersey
$2.12M -$16.4K -39 -0.8%
175 176
177
178 179