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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 %
BWP
826
Baldwin Wealth Partners
Massachusetts
$83.4M +$3.66M +8,695 +5%
PCM
827
Parsons Capital Management
Rhode Island
$82.8M +$26.3M +62,322 +46%
WFMPM
828
Woodley Farra Manion Portfolio Management
Indiana
$82.8M -$53.5K -127 -0.1%
GIM
829
Generate Investment Management
New Zealand
$82.7M +$12.6M +29,891 +18%
FNBT
830
FineMark National Bank & Trust
Florida
$82.7M -$1.76M -4,183 -2%
PSP
831
Pacific Sage Partners
Washington
$82.6M +$5.04M +11,952 +6%
EH
832
Equitable Holdings
New York
$82.4M +$926K +2,197 +1%
BAM
833
Berkshire Asset Management
Pennsylvania
$82.3M -$7.21M -16,247 -8%
EWA
834
Exencial Wealth Advisors
Oklahoma
$82.2M -$2.06M -4,876 -2%
LI
835
LMCG Investments
Massachusetts
$82.1M -$2.58M -6,119 -3%
VC
836
Vestor Capital
Illinois
$82.1M -$25.8M -61,188 -24%
HCS
837
Himension Capital (Singapore)
Singapore
$82.1M +$14.2M +33,722 +21%
LOAMS
838
Lombard Odier Asset Management (Switzerland)
Switzerland
$82M +$4.93M +11,707 +6%
HCMG
839
Howard Capital Management Group
California
$81.9M -$137K -325 -0.2%
SAM
840
Sycomore Asset Management
France
$81.9M +$22.2M +51,443 +37%
CIA
841
Capital Investment Advisors
Georgia
$81.6M -$572K -1,358 -0.7%
CNAM
842
Campbell Newman Asset Management
Wisconsin
$81.3M -$4.1M -9,733 -5%
CAMG
843
CWA Asset Management Group
Florida
$81.3M +$1.57M +3,721 +2%
KI
844
Keystone Investors
Singapore
$81.2M +$46M +109,239 +131%
IUHSA
845
Itau Unibanco Holding S.A.
Brazil
$81.1M +$9.56M +22,645 +13%
MLL
846
Moody Lynn & Lieberson
Massachusetts
$80.9M -$1.01M -2,393 -1%
HJGA
847
Hardman Johnston Global Advisors
Connecticut
$80.8M +$3.68M +8,726 +5%
EWM
848
Empirical Wealth Management
Washington
$80.7M +$1.34M +3,180 +2%
RMCM
849
Reynders McVeigh Capital Management
Massachusetts
$80.6M +$1.54M +3,664 +2%
EF
850
Empowered Funds
Pennsylvania
$80.6M +$11.3M +26,700 +16%
32 33
34
35 36