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Microsoft
MSFT

Overview Fund Activity

5,238 hedge funds and large institutions have $2.22T invested in Microsoft in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 2,457 increasing their positions, 2,216 reducing their positions, and 95 closing their positions.

Holders
5,238
Holders Change
+30
Holders Change %
+0.58%
% of All Funds
75.78%
Holding in Top 10
2,831
Holding in Top 10 Change
-164
Holding in Top 10 Change %
-5.48%
% of All Funds
40.96%
New
187
Increased
2,457
Reduced
2,216
Closed
95
Calls
$41.7B
Puts
$45.8B
Net Calls
-$4.02B
Net Calls Change
-$6.15B

Top Buyers

1
BlackRock
1
BlackRock
New York
$242B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$59.3B
3
Bank of America
3
Bank of America
North Carolina
$31.2B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$8B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$70.8B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
State Street
2
State Street
Massachusetts
$125B
3
Gates Foundation Trust
3
Gates Foundation Trust
Washington
$12.5B
4
Capital World Investors
4
Capital World Investors
California
$29.7B
5
APG Asset Management
5
APG Asset Management
Netherlands
$392M
Name Market Value Shares Shares
Change 		Shares
Change %
OTL
5001
Oak Thistle LLC
New York
$435K 1,012 +1,012 New
PWP
5002
PrairieView Wealth Partners
Illinois
$435K 1,011 -25 -2%
WC
5003
Wexford Capital
Florida
$434K 1,009 -206 -17%
HCA
5004
Hyperion Capital Advisors
New York
$433K 1,007 – –
HP
5005
Highlander Partners
Texas
$433K 1,050 – –
OFP
5006
OLIO Financial Planning
Virginia
$433K 1,153 – –
TFP
5007
Triune Financial Partners
Kansas
$432K 1,003 +2 +0.2%
IFA
5008
Interactive Financial Advisors
Illinois
$430K 1,000 – –
QOP
5009
Quinn Opportunity Partners
Virginia
$430K 1,000 +1,000 New
BFP
5010
Briaud Financial Planning
Texas
$429K 997 +100 +11%
WPWM
5011
Windward Private Wealth Management
Kansas
$427K 992 +440 +80%
ACM
5012
Altrius Capital Management
North Carolina
$426K 989 +54 +6%
SPIA
5013
Strategic Point Investment Advisors
Rhode Island
$424K 986 – –
AA
5014
AlphaMark Advisors
Kentucky
$424K 986 -192 -16%
SWM
5015
Seaside Wealth Management
California
$422K 981 – –
JSA
5016
Jacobson & Schmitt Advisors
Wisconsin
$422K 980 -13 -1%
SC
5017
Swan Capital
Florida
$420K 976 -74 -7%
CCA
5018
Clarity Capital Advisors
Florida
$419K 975 – –
TCFP
5019
Treasure Coast Financial Planning
Florida
$418K 971 -9 -0.9%
BWM
5020
BCGM Wealth Management
Indiana
$416K 967 -162 -14%
VF
5021
Vawter Financial
Ohio
$413K 959 +176 +22%
WAM
5022
WFA Asset Management
Wisconsin
$412K 958 -55 -5%
CFO
5023
Custos Family Office
Texas
$412K 958 +7 +0.7%
BFA
5024
Bright Financial Advisors
Michigan
$411K 956 +109 +13%
AP
5025
Aspect Partners
Virginia
$410K 953 +4 +0.4%
199 200
201
202 203