MSFT icon

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 %
QFA
901
Quattro Financial Advisors
Texas
$74.5M +$8.94M +20,000 +14%
EGA
902
Eagle Global Advisors
Texas
$74.4M -$298K -666 -0.4%
WCM
903
Wedge Capital Management
North Carolina
$74.3M -$16.9M -37,715 -18%
CAM
904
Cidel Asset Management
Ontario, Canada
$74.2M -$4.65M -10,412 -6%
WC
905
Woodstock Corp
Massachusetts
$73.6M -$410K -918 -0.6%
WI
906
Wahed Invest
New York
$73.4M +$6.96M +15,579 +10%
BIAS
907
Beacon Investment Advisory Services
New Jersey
$73.4M +$375K +838 +0.5%
TBA
908
Tower Bridge Advisors
Pennsylvania
$73.3M -$4.75M -10,617 -6%
Walleye Trading
909
Walleye Trading
New York
$73.2M -$53.2M -118,922 -42%
SPC
910
Sigma Planning Corp
Michigan
$73.1M -$5.36M -11,997 -7%
CCM
911
Compass Capital Management
Minnesota
$73M -$3.15M -7,046 -4%
MGIA
912
Moneta Group Investment Advisors
Missouri
$72.9M +$2.05M +4,588 +3%
GIM
913
Grassi Investment Management
California
$72.9M +$152K +341 +0.2%
UM
914
Ulysses Management
New York
$72.9M -$9.25M -20,700 -11%
CRCM
915
Cat Rock Capital Management
Connecticut
$72.9M – – –
PWM
916
Perigon Wealth Management
California
$72.8M -$1.14M -2,560 -2%
GVAG
917
Great Valley Advisor Group
Delaware
$72.7M +$1.02M +2,291 +1%
FCIM
918
Fairview Capital Investment Management
California
$72.4M -$852K -1,907 -1%
DAS
919
Dynamic Advisor Solutions
Arizona
$72.1M +$1.15M +2,564 +2%
WANY
920
Wealthspire Advisors (New York)
New York
$71.9M +$6.83M +15,290 +11%
BFA
921
Bragg Financial Advisors
North Carolina
$71.9M +$124K +278 +0.2%
PP
922
Patten & Patten
Tennessee
$71.9M -$571K -1,277 -0.8%
FHA
923
First Horizon Advisors
Tennessee
$71.8M +$1.85M +4,136 +3%
MHIC
924
Marble Harbor Investment Counsel
Massachusetts
$71.7M -$460K -1,030 -0.6%
CIP
925
Cornerstone Investment Partners
Georgia
$71.5M +$20.2M +45,177 +39%
35 36
37
38 39