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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 %
PWP
526
Perfromance Wealth Partners
Illinois
$204M +$10.6M +23,630 +5%
TC
527
TownSquare Capital
Utah
$200M +$14.7M +32,815 +8%
EDRH
528
Edmond de Rothschild Holding
Switzerland
$200M -$3.7M -8,276 -2%
AI
529
Atria Investments
North Carolina
$199M +$1.1M +2,468 +0.6%
IMCOOI
530
Investment Management Corp of Ontario (IMCO)
Canada
$199M +$20.7M +46,231 +12%
LFDLE
531
La Financiere de L'Echiquier
France
$199M -$6.04M -13,513 -3%
CGH
532
Crossmark Global Holdings
Texas
$199M +$1.15M +2,583 +0.6%
AAS
533
Avantax Advisory Services
Texas
$196M +$67.4M +150,794 +53%
QPBE
534
Quintet Private Bank (Europe)
Luxembourg
$195M -$16.3M -30,955 -8%
GT
535
Glenview Trust
Kentucky
$195M +$2.29M +5,120 +1%
CIS
536
Capital International Sarl
California
$195M -$1.71M -3,827 -0.9%
SIG
537
Stonegate Investment Group
Alabama
$195M +$2.47M +5,532 +1%
B
538
Bailard
California
$195M -$9.34M -20,895 -5%
CAM
539
Close Asset Management
United Kingdom
$194M +$5.73M +12,818 +3%
Voloridge Investment Management
540
Voloridge Investment Management
Florida
$193M -$42.4M -94,795 -18%
BF
541
BOK Financial
Oklahoma
$193M -$1.6M -3,573 -0.8%
PWLP
542
Prio Wealth Limited Partnership
Massachusetts
$193M -$15.7M -35,109 -8%
NLGIA
543
Nippon Life Global Investors Americas
New York
$193M +$3.71M +8,290 +2%
ABC
544
Associated Banc-Corp
Wisconsin
$192M -$1.93M -4,326 -1%
CAM
545
Crake Asset Management
United Kingdom
$192M +$13M +29,000 +7%
SAM
546
Securian Asset Management
Minnesota
$191M -$4.6M -10,286 -2%
FI
547
Focused Investors
California
$189M -$26.1M -58,500 -12%
FCH
548
Freestone Capital Holdings
Washington
$188M +$4.91M +10,986 +3%
RMDI
549
R.M. Davis Inc
Maine
$187M +$2.74M +6,128 +1%
DLA
550
Douglas Lane & Associates
New York
$187M -$4.7M -10,510 -2%
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