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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 %
GAM
776
Gotham Asset Management
New York
$95.4M +$9.3M +20,816 +11%
VVP
777
Venture Visionary Partners
Ohio
$95.1M +$1.34M +3,001 +1%
CPC
778
Cookson Peirce & Co
Pennsylvania
$94.6M +$8.5M +19,013 +10%
SC
779
Styrax Capital
New York
$94.1M – – –
OC
780
Oakmont Corp
California
$94M +$14.3M +31,903 +18%
USAA
781
United Services Automobile Association
Texas
$94M -$4.91M -10,976 -5%
SSWM
782
Smith Salley Wealth Management
North Carolina
$93.5M +$5.46M +12,221 +6%
SSB
783
Sandy Spring Bank
Maryland
$93.3M -$2.14M -4,793 -2%
TCOV
784
Trust Company of Vermont
Vermont
$93.3M +$1.07M +2,384 +1%
KWM
785
Kingsview Wealth Management
Oregon
$93.2M +$2.02M +4,525 +2%
FTDI
786
First Trust Direct Indexing
Massachusetts
$93M +$8.13M +18,180 +10%
CPSAC
787
Chas P. Smith & Associates (CPS)
Florida
$92.9M +$84.5K +189 +0.1%
GCIM
788
Gunn & Company Investment Management
Florida
$92.9M +$83.9M +187,691 +929%
DIA
789
Davidson Investment Advisors
Montana
$92.6M +$542K +1,213 +0.6%
AAM
790
Aureus Asset Management
Massachusetts
$92M -$1.67M -3,729 -2%
CTI
791
Community Trust & Investment
Kentucky
$91.8M -$904K -2,023 -1%
CWM
792
Calamos Wealth Management
Illinois
$91.6M +$117K +261 +0.1%
GAI
793
General American Investors
New York
$91.6M – – –
EWA
794
Exencial Wealth Advisors
Oklahoma
$91.6M -$4.78M -10,686 -5%
LI
795
LMCG Investments
Massachusetts
$91.4M +$820K +1,835 +0.9%
S
796
SignatureFD
Georgia
$91.3M +$12.5M +27,945 +16%
CNAM
797
Campbell Newman Asset Management
Wisconsin
$91.1M -$1.73M -3,880 -2%
TF
798
Talbot Financial
Washington
$91M -$1.54M -3,451 -2%
SFI
799
Siemens Fonds Invest
Germany
$90.5M -$581K -1,301 -0.6%
MFG
800
Merit Financial Group
Georgia
$90.4M -$1.56M -3,485 -2%
30 31
32
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