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Microsoft
MSFT

Overview Fund Activity

5,785 hedge funds and large institutions have $2.27T invested in Microsoft in 2024 Q4 according to their latest regulatory filings, with 739 funds opening new positions, 2,478 increasing their positions, 2,196 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,785
Holders Change
+545
Holders Change %
+10.4%
% of All Funds
77%
Holding in Top 10
3,015
Holding in Top 10 Change
+183
Holding in Top 10 Change %
+6.46%
% of All Funds
40.13%
New
739
Increased
2,478
Reduced
2,196
Closed
95
Calls
$45.1B
Puts
$46.1B
Net Calls
-$981M
Net Calls Change
+$3.04B

Top Buyers

1
BlackRock
BlackRock
New York
+$6.21B
2
Northern Trust
Northern Trust
Illinois
+$4.89B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.4B
4
State Street
State Street
Massachusetts
+$2.36B
5
UBS AM
UBS AM
Illinois
+$2.26B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$16.1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.95B
3
Barclays
Barclays
United Kingdom
-$2B
4
Bank of America
Bank of America
North Carolina
-$1.89B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
801
Allstate Corporation
Illinois
$88.4M +$85.8M +203,537 +3,304%
Wolverine Trading
802
Wolverine Trading
Illinois
$88.3M +$37.4M +87,933 +73%
KCM
803
Kanawha Capital Management
Virginia
$88.1M -$1.1M -2,608 -1%
WA
804
Waverly Advisors
Alabama
$88M +$22.4M +53,196 +34%
SSB
805
Sandy Spring Bank
Maryland
$87.7M -$732K -1,737 -0.8%
KPM
806
Kinetic Partners Management
Florida
$87.7M +$2.44M +5,800 +3%
TF
807
Talbot Financial
Washington
$87.6M +$512K +1,214 +0.6%
CPC
808
Cookson Peirce & Co
Pennsylvania
$87.6M -$1.05M -2,495 -1%
AAM
809
Aureus Asset Management
Massachusetts
$87.5M +$1.42M +3,374 +2%
BCM
810
Brookstone Capital Management
Illinois
$87.3M +$2.71M +6,434 +3%
SCA
811
Snowden Capital Advisors
New York
$87.3M -$1.28M -3,033 -1%
CPSAC
812
Chas P. Smith & Associates (CPS)
Florida
$86.8M +$512K +1,215 +0.6%
SCM
813
Steadfast Capital Management
New York
$86.2M +$674K +1,600 +0.8%
S
814
SignatureFD
Georgia
$86.1M +$738K +1,752 +0.9%
DMIC
815
Dixon Mitchell Investment Counsel
British Columbia, Canada
$85.6M +$1.66M +3,935 +2%
WG
816
Welch Group
Alabama
$85.5M +$179K +422 +0.2%
ZIC
817
ZWJ Investment Counsel
Georgia
$85.4M +$427K +1,013 +0.5%
NONA
818
Ninety One North America
New York
$84.5M -$3.87M -9,186 -4%
AWM
819
Axxcess Wealth Management
California
$84.4M +$3.09M +7,332 +4%
TIA
820
Tandem Investment Advisors
South Carolina
$84.4M -$403K -957 -0.5%
ICP
821
Ironvine Capital Partners
Nebraska
$84.3M -$313K -742 -0.4%
MTIM
822
Marathon Trading Investment Management
Pennsylvania
$84.3M +$83.7M +198,690 +14,762%
PA
823
Paralel Advisors
Colorado
$84.3M – – –
FAB
824
First American Bank
Illinois
$84.3M +$540K +1,282 +0.6%
VFA
825
Valeo Financial Advisors
Indiana
$83.4M +$13.9M +44,995 +20%
31 32
33
34 35