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Microsoft
MSFT

Overview Fund Activity

5,210 hedge funds and large institutions have $2.36T invested in Microsoft in 2024 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 2,374 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,210
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.77%
Holding in Top 10
2,996
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,374
Reduced
2,232
Closed
104
Calls
$47.9B
Puts
$45.8B
Net Calls
+$2.13B
Net Calls Change
+$5.33B

Top Buyers

1
Swedbank
Swedbank
Sweden
+$6.1B
2
UBS AM
UBS AM
Illinois
+$5.06B
3
BlackRock
BlackRock
New York
+$3.56B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.54B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.17B

Top Sellers

1
GA
GFS Advisors
Texas
-$8.02B
2
Capital World Investors
Capital World Investors
California
-$3.51B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.44B
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.14B
5
Capital International Investors
Capital International Investors
California
-$2.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
4501
Davis Investment Partners
North Carolina
$1.31M – – –
PGWM
4502
Pitti Group Wealth Management
New York
$1.31M -$53.8K -143 -4%
FCC
4503
Flower City Capital
New York
$1.31M -$13.4K -30 -1%
CIS
4504
Continental Investors Services
Washington
$1.3M +$10.3K +23 +0.8%
HA
4505
HFG Advisors
Ohio
$1.3M -$202K -451 -13%
CAP
4506
Columbia Advisory Partners
Washington
$1.3M -$527K -1,179 -29%
UFF
4507
USA Financial Formulas
Michigan
$1.3M +$7.15K +16 +0.6%
CA
4508
Claris Advisors
Missouri
$1.29M -$1.01M -2,260 -44%
W
4509
WorthPointe
California
$1.29M +$30.8K +69 +2%
DWM
4510
Dogwood Wealth Management
Kansas
$1.29M +$197K +440 +18%
VA
4511
Verdad Advisers
Massachusetts
$1.28M +$564K +1,262 +79%
SWAG
4512
Spectrum Wealth Advisory Group
California
$1.28M +$56.3K +126 +5%
CRM
4513
Cramer Rosenthal McGlynn
Connecticut
$1.27M -$2.68K -6 -0.2%
SCP
4514
Stevens Capital Partners
Nebraska
$1.27M +$42.9K +96 +3%
HHRDM
4515
H&H Retirement Design & Management
Nevada
$1.27M -$8.42K -19 -0.7%
RIA
4516
Richwood Investment Advisors
Ohio
$1.26M +$3.13K +7 +0.2%
CPG
4517
Custom Portfolio Group
Colorado
$1.26M – – –
ACM
4518
Absolute Capital Management
Pennsylvania
$1.26M +$784K +1,755 +165%
KLI
4519
Kelman-Lazarov Inc
Tennessee
$1.26M -$213K -477 -15%
CCA
4520
Cadent Capital Advisors
Oklahoma
$1.25M +$610K +1,365 +95%
WN
4521
Williams & Novak
California
$1.25M +$26.8K +60 +2%
SRCM
4522
Signature Resources Capital Management
California
$1.25M +$13.9K +31 +1%
PCM
4523
Presidio Capital Management
California
$1.25M +$64.8K +145 +5%
MFC
4524
Morris Financial Concepts
South Carolina
$1.24M +$61.2K +137 +5%
LIM
4525
Letson Investment Management
Georgia
$1.24M +$161K +360 +15%
179 180
181
182 183