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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 %
SC
801
SouthState Corp
Florida
$90.1M +$2.48M +5,540 +3%
BAM
802
Berkshire Asset Management
Pennsylvania
$90.1M -$9.01M -20,169 -9%
ZIC
803
ZWJ Investment Counsel
Georgia
$90.1M +$1.09M +2,434 +1%
WG
804
Welch Group
Alabama
$89.8M -$696K -1,558 -0.8%
BSW
805
Buckingham Strategic Wealth
Missouri
$89.8M +$1.99M +4,458 +2%
AWM
806
Axxcess Wealth Management
California
$89.7M +$2.77M +6,207 +3%
PA
807
Paralel Advisors
Colorado
$89.4M – – –
TC
808
Torno Capital
Massachusetts
$89.4M +$6.7M +15,000 +8%
FAB
809
First American Bank
Illinois
$89.4M +$498K +1,115 +0.6%
ICP
810
Ironvine Capital Partners
Nebraska
$89.2M -$3.88M -8,687 -4%
LCM
811
Logan Capital Management
Pennsylvania
$88.8M -$851K -1,905 -0.9%
WFMPM
812
Woodley Farra Manion Portfolio Management
Indiana
$88.7M -$1.97M -4,407 -2%
FNBT
813
FineMark National Bank & Trust
Florida
$88.1M +$800K +1,791 +0.9%
Select Equity Group
814
Select Equity Group
New York
$88M -$6.51M -14,572 -7%
DMIC
815
Dixon Mitchell Investment Counsel
British Columbia, Canada
$87.9M +$1.43M +3,191 +2%
TW
816
Trajan Wealth
Arizona
$87.8M +$6.39M +14,308 +8%
TIA
817
Tandem Investment Advisors
South Carolina
$87.6M +$5.58M +12,489 +7%
SP
818
SurgoCap Partners
New York
$87.3M -$28.7M -64,119 -25%
MA
819
Mutual Advisors
Nebraska
$87.2M -$10M -23,518 -10%
VFA
820
Valeo Financial Advisors
Indiana
$87.2M +$88.5K +229 +0.1%
MLL
821
Moody Lynn & Lieberson
Massachusetts
$87.1M +$244K +545 +0.3%
HCMG
822
Howard Capital Management Group
California
$87.1M -$564K -1,261 -0.6%
GI
823
Gradient Investments
Minnesota
$87M +$6.96M +15,575 +9%
KA
824
Kintegral Advisory
New York
$86.9M -$5.33M -11,927 -6%
UAM
825
UAS Asset Management
New York
$86.8M -$2.43M -5,447 -3%
31 32
33
34 35