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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 %
SWM
901
Spire Wealth Management
Virginia
$73.1M -$656K -1,556 -0.9%
NRS
902
Neville Rodie & Shaw
New York
$72.9M +$1.29M +3,067 +2%
Diamond Hill Capital Management
903
Diamond Hill Capital Management
Ohio
$72.7M -$21.1K -50 -0%
PMAM
904
Picton Mahoney Asset Management
Ontario, Canada
$72.7M +$16.2M +38,548 +29%
FLII
905
First Long Island Investors
New York
$72.5M -$693K -1,645 -0.9%
USAA
906
United Services Automobile Association
Texas
$72.4M -$229K -544 -0.3%
GIP
907
Granite Investment Partners
California
$72.3M -$372K -882 -0.5%
CFO
908
Callan Family Office
Pennsylvania
$72.2M +$62.3M +147,786 +627%
AAF
909
Andra AP-fonden
Sweden
$72.2M -$3.92M -9,300 -5%
FIA
910
Foundations Investment Advisors
Arizona
$72M +$11.7M +27,765 +19%
VCP
911
Verus Capital Partners
Arizona
$71.9M +$575K +1,364 +0.8%
TA
912
TRB Advisors
New York
$71.7M – – –
BGIM
913
Boussard & Gavaudan Investment Management
United Kingdom
$71.3M +$71.3M +167,756 New
EGA
914
Eagle Global Advisors
Texas
$71.2M +$1.3M +3,086 +2%
GC
915
Grimes & Company
Massachusetts
$71M +$172K +408 +0.2%
WRBC
916
W.R. Berkley Corp
Connecticut
$71M +$71M +168,400 New
PIM
917
Provident Investment Management
Michigan
$70.6M -$967K -2,295 -1%
FNBOO
918
First National Bank of Omaha
Nebraska
$70.6M -$1.79M -4,257 -2%
BFA
919
Bragg Financial Advisors
North Carolina
$70.6M +$1.22M +2,904 +2%
RC
920
RDST Capital
Washington
$70.5M +$28M +66,495 +66%
ECM
921
Estabrook Capital Management
New York
$70.4M -$1.19M -2,822 -2%
EC
922
Elequin Capital
New York
$69.6M +$69.6M +165,024 New
CIP
923
Cornerstone Investment Partners
Georgia
$69.4M -$229K -543 -0.3%
HWA
924
Heritage Wealth Advisors
Virginia
$69.4M -$2.15M -5,102 -3%
SIA
925
Soltis Investment Advisors
Utah
$69.3M +$7.59M +18,010 +12%
35 36
37
38 39