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Microsoft
MSFT

Overview Fund Activity

5,209 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, 2,373 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,209
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
43.58%
New
199
Increased
2,373
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 %
OFP
4976
OLIO Financial Planning
Virginia
$433K – – –
DB
4977
Dravo Bay
Delaware
$431K -$59K -132 -12%
AC
4978
AIFG Consultants
New York
$428K +$5.81K +13 +1%
CAM
4979
Clarity Asset Management
Iowa
$427K -$227K -509 -35%
IAIM
4980
Industrial Alliance Investment Management
Quebec, Canada
$426K +$426K +954 New
AFS
4981
AFG Fiduciary Services
Massachusetts
$426K +$3.99K +9 +0.9%
OF
4982
Outfitter Financial
Maine
$425K – – –
GS
4983
Gagnon Securities
New York
$425K +$2.24K +5 +0.5%
CFO
4984
Custos Family Office
Texas
$425K -$17.4K -39 -4%
HP
4985
Highlander Partners
Texas
$424K – – –
TAM
4986
TCP Asset Management
Ohio
$424K +$63.9K +143 +18%
AP
4987
Aspect Partners
Virginia
$424K – – –
HWM
4988
HRC Wealth Management
Idaho
$424K +$447 +1 +0.1%
ICMP
4989
Integrated Capital Management (Pennsylvania)
Pennsylvania
$423K – – –
KCM
4990
Kennicott Capital Management
California
$421K +$421K +942 New
SAM
4991
Simplify Asset Management
Nevada
$421K – – –
CCM
4992
Causeway Capital Management
California
$420K -$11.2K -25 -3%
ACM
4993
Andina Capital Management
Utah
$420K +$67.9K +152 +19%
VCM
4994
Verde Capital Management
Michigan
$419K +$110K +247 +36%
LWIC
4995
Leith Wheeler Investment Counsel
British Columbia, Canada
$418K -$363K -812 -46%
ACM
4996
Altrius Capital Management
North Carolina
$418K +$98.3K +220 +31%
DK
4997
David Kennon
Florida
$418K – – –
SA
4998
Sicart Associates
New York
$414K – – –
SWMG
4999
Sanchez Wealth Management Group
Florida
$409K +$4.47K +10 +1%
LG
5000
LAM Group
Oregon
$408K +$6.26K +14 +2%
198 199
200
201 202