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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 %
SIC
4876
Schwartz Investment Counsel
Michigan
$1.28M -$12.6K -30 -1%
LFS
4877
Lutz Financial Services
Nebraska
$1.28M -$31.6K -75 -2%
MFA
4878
Morling Financial Advisors
California
$1.28M -$145K -345 -10%
PSA
4879
Plum Street Advisors
Louisiana
$1.28M +$39.2K +93 +3%
WA
4880
Westfuller Advisors
New York
$1.28M -$14.3K -34 -1%
FWA
4881
Flagship Wealth Advisors
Massachusetts
$1.28M +$1.28M +3,030 New
KLI
4882
Kelman-Lazarov Inc
Tennessee
$1.27M +$76.7K +182 +6%
KIA
4883
Kraematon Investment Advisors
Massachusetts
$1.27M +$67.9K +161 +6%
FFG
4884
Fortress Financial Group
Minnesota
$1.27M +$1.27M +3,015 New
CIS
4885
Continental Investors Services
Washington
$1.27M +$8.01K +19 +0.6%
DLP
4886
De Lisle Partners
United Kingdom
$1.26M – – –
YWM
4887
Yardley Wealth Management
Pennsylvania
$1.26M +$890K +2,094 +238%
HA
4888
HFG Advisors
Ohio
$1.26M +$34.1K +81 +3%
AWM
4889
Act Wealth Management
Texas
$1.26M -$1.69K -4 -0.1%
BA
4890
Brightwater Advisory
Florida
$1.26M -$78.8K -187 -6%
CWD
4891
Clarity Wealth Development
Oregon
$1.26M +$1.26M +3,024 New
KFP
4892
Keener Financial Planning
Texas
$1.25M +$138K +328 +12%
SA
4893
Scarborough Advisors
Maryland
$1.25M -$8.26M -19,602 -87%
EP
4894
EPIQ Partners
Minnesota
$1.25M – – –
VWM
4895
Verus Wealth Management
Wisconsin
$1.25M +$1.25M +2,960 New
BWM
4896
Brown Wealth Management
Illinois
$1.25M +$36.2K +86 +3%
WFS
4897
WealthGarden F.S.
California
$1.25M +$1.26K +3 +0.1%
SF
4898
Seros Financial
Arizona
$1.25M +$1.25M +2,789 New
OCG
4899
Opus Capital Group
Ohio
$1.25M +$43.8K +104 +4%
AWM
4900
Austin Wealth Management
Texas
$1.25M +$133K +309 +12%
194 195
196
197 198