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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 %
AFG
1001
Albion Financial Group
Utah
$61.7M +$112K +251 +0.2%
LFAS
1002
Level Four Advisory Services
Texas
$61.7M +$7.32M +16,378 +13%
NI
1003
Noked Israel
Israel
$61.7M -$9.83M -22,000 -14%
SBH
1004
Segall Bryant & Hamill
Illinois
$61.6M +$24.6K +55 +0%
NP
1005
NorthRock Partners
Minnesota
$61.6M +$1.83M +4,099 +3%
FFWA
1006
FRG Family Wealth Advisors
Washington
$61.2M -$58.7K -147 -0.1%
GC
1007
Guardian Capital
Ontario, Canada
$61.1M +$1.2M +2,691 +2%
AC
1008
Albar Capital
United Kingdom
$60.9M +$7.61M +17,021 +14%
KOCAA
1009
Knights of Columbus Asset Advisors
Connecticut
$60.9M -$3.21M -7,186 -5%
PCM
1010
Parsons Capital Management
Rhode Island
$60.6M -$478K -1,070 -0.8%
BFO
1011
Boston Family Office
Massachusetts
$60.5M +$274K +614 +0.5%
AG
1012
Avala Global
New York
$60.5M -$13.5M -30,300 -18%
PRO
1013
Pensioenfonds Rail & OV
Netherlands
$60.4M +$14.2M +31,742 +31%
BFA
1014
Beaumont Financial Advisors
Massachusetts
$60.3M -$572K -1,280 -0.9%
PIM
1015
Penobscot Investment Management
Massachusetts
$60.2M +$5.38M +12,032 +10%
SGAM
1016
Smith Group Asset Management
Texas
$60.1M -$38.8M -86,754 -39%
HTHT
1017
Hemenway Trust Hemenway Trust
New Hampshire
$59.9M -$138K -309 -0.2%
GKWIM
1018
Gerber Kawasaki Wealth & Investment Management
California
$59.9M +$586K +1,310 +1%
MCM
1019
Moore Capital Management
New York
$59.9M -$105M -235,947 -64%
TFS
1020
Thoroughbred Financial Services
Tennessee
$59.9M +$13.5M +30,198 +29%
VCM
1021
Valiant Capital Management
California
$59.7M -$5.33M -11,918 -8%
C
1022
Chescapmanager
Maryland
$59.6M +$13.4M +30,000 +29%
TW
1023
Transform Wealth
Colorado
$59.3M +$486K +1,088 +0.8%
WP
1024
Woodline Partners
California
$59.3M -$15.7M -35,052 -21%
BOH
1025
Bank of Hawaii
Hawaii
$59.3M -$1.88M -4,206 -3%
39 40
41
42 43