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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 %
MHIC
951
Marble Harbor Investment Counsel
Massachusetts
$66.2M -$751K -1,782 -1%
JAFL
952
Jay A. Fishman Ltd
Michigan
$66.1M -$20.2K -48 -0%
BFS
953
Bard Financial Services
Connecticut
$66.1M -$1.01M -2,400 -2%
SFS
954
Sowell Financial Services
Arkansas
$65.8M +$6.52M +15,466 +11%
NHC
955
Nicholas Hoffman & Company
Georgia
$65.8M -$345K -818 -0.5%
LFM
956
LGT Fund Management
Liechtenstein
$65.5M +$8.19M +19,427 +14%
FCM
957
Fernbridge Capital Management
California
$65.4M +$28.4M +67,383 +77%
NSAM
958
North Star Asset Management
Wisconsin
$65.4M +$52.7K +125 +0.1%
SIG
959
Senator Investment Group
New York
$65.3M +$12.6M +30,000 +24%
SSA
960
Schonfeld Strategic Advisors
New York
$65.3M +$28.7M +68,086 +78%
FTWA
961
Fifth Third Wealth Advisors
Ohio
$65.3M +$5.63M +13,352 +9%
JMFC
962
J.M. Forbes & Co
Massachusetts
$65.3M +$118K +281 +0.2%
AHC
963
Adell Harriman & Carpenter
Texas
$64.8M +$355K +842 +0.6%
LF
964
Longbow Finance
Switzerland
$64.7M -$7.7M -18,260 -11%
RWM
965
Ritholtz Wealth Management
New York
$64.1M +$2.28M +5,400 +4%
DAS
966
Dynamic Advisor Solutions
Arizona
$64.1M -$3.43M -8,146 -5%
YIA
967
YHB Investment Advisors
Connecticut
$63.8M +$1.15M +2,740 +2%
TW
968
Transform Wealth
Colorado
$63.8M +$5.47M +12,980 +9%
PCA
969
Pallas Capital Advisors
Massachusetts
$63.8M -$8.85K -21 -0%
TCOT
970
Trust Company of Toledo
Ohio
$63.7M +$1.94M +4,606 +3%
PS
971
Principal Securities
Iowa
$63.4M +$5.84M +13,862 +10%
MLCM
972
M & L Capital Management
United Kingdom
$63.3M +$63.3M +150,200 New
ACM
973
Academy Capital Management
Texas
$63.2M +$184K +437 +0.3%
HCM
974
Hollencrest Capital Management
California
$63M +$124K +295 +0.2%
SPC
975
Sigma Planning Corp
Michigan
$62.9M -$4.12M -9,785 -6%
37 38
39
40 41