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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 %
DCM
951
Dupont Capital Management
Delaware
$67.7M -$1.41M -3,162 -2%
CWP
952
Cyndeo Wealth Partners
Florida
$67.6M +$2.63M +5,882 +4%
BFS
953
Baskin Financial Services
Ontario, Canada
$67.4M -$7.07M -15,813 -9%
SAM
954
Sawgrass Asset Management
Florida
$67.3M -$2.63M -5,884 -4%
PTC
955
Philadelphia Trust Company
Pennsylvania
$67.1M -$329K -735 -0.5%
ACM
956
Academy Capital Management
Texas
$67.1M -$118K -264 -0.2%
LOAME
957
Lombard Odier Asset Management (Europe)
United Kingdom
$66.9M +$11.3M +25,211 +20%
MAM
958
Martingale Asset Management
Massachusetts
$66.8M -$8.77M -19,621 -12%
SCI
959
S&CO Inc
Massachusetts
$66.7M +$4.61M +10,319 +7%
HCM
960
Hollencrest Capital Management
California
$66.6M +$105K +235 +0.2%
PAM
961
Palisade Asset Management
Minnesota
$66.3M -$2.72M -6,083 -4%
RWM
962
Ritholtz Wealth Management
New York
$66.3M +$3.37M +7,545 +5%
MAM
963
Madison Asset Management
Wisconsin
$66.3M -$4.98M -11,135 -7%
FCM
964
Fernbridge Capital Management
California
$66.2M +$3.96M +8,860 +6%
VSAM
965
Value Star Asset Management
Hong Kong
$66.1M – – –
CCP
966
Clough Capital Partners
Massachusetts
$66.1M -$6.99M -15,650 -10%
RBA
967
Richard Bernstein Advisors
New York
$66M -$2.6M -5,811 -4%
TCOT
968
Trust Company of Toledo
Ohio
$66M +$2.1M +4,696 +3%
WA
969
Waverly Advisors
Alabama
$65.8M +$24.6M +54,974 +60%
PCA
970
Pallas Capital Advisors
Massachusetts
$65.4M +$1.51M +3,421 +2%
NO
971
Ninety One
South Africa
$65.4M -$3.17M -7,022 -5%
HCS
972
Himension Capital (Singapore)
Singapore
$65.2M -$48.4M -108,247 -43%
BBI
973
Baxter Bros Inc
Connecticut
$65.1M -$1.74M -3,903 -3%
CTA
974
Colonial Trust Advisors
South Carolina
$65M -$889K -1,989 -1%
HI
975
Hoey Investments
Pennsylvania
$64.2M +$1.89M +4,229 +3%
37 38
39
40 41