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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 %
LFAS
1001
Level Four Advisory Services
Texas
$59.8M +$1.2M +2,851 +2%
BAM
1002
Bellevue Asset Management
Washington
$59.8M -$8.85K -21 -0%
DCM
1003
Dupont Capital Management
Delaware
$59.7M – – –
SL
1004
Summitry LLC
California
$59.6M +$1.02M +2,413 +2%
MAA
1005
Matrix Asset Advisors
New York
$59.5M -$48.9K -116 -0.1%
SGAM
1006
Smith Group Asset Management
Texas
$59.4M +$272K +645 +0.5%
VHAM
1007
Van Hulzen Asset Management
California
$59.4M +$429K +1,017 +0.7%
DF
1008
DNCA Finance
France
$59.4M +$5.44M +12,906 +10%
RBA
1009
Richard Bernstein Advisors
New York
$59.3M -$2.14M -5,076 -3%
LCS
1010
Levin Capital Strategies
New York
$59.3M +$857K +2,033 +1%
NP
1011
NorthRock Partners
Minnesota
$59.3M -$1.72M -4,077 -3%
SW
1012
SteelPeak Wealth
California
$59.3M -$3.31M -7,862 -5%
DWM
1013
Destination Wealth Management
California
$59.3M -$411K -975 -0.7%
LBC
1014
Lowe Brockenbrough & Co
Virginia
$58.8M +$117K +278 +0.2%
OA
1015
Oak Associates
Ohio
$58.5M +$9.29M +22,034 +19%
WDA
1016
Wendell David Associates
New Hampshire
$58.5M -$220K -521 -0.4%
BBI
1017
Baxter Bros Inc
Connecticut
$58.2M -$997K -2,365 -2%
GC
1018
Guardian Capital
Ontario, Canada
$58.1M +$580K +1,375 +1%
AFG
1019
Albion Financial Group
Utah
$58M -$775K -1,838 -1%
HTHT
1020
Hemenway Trust Hemenway Trust
New Hampshire
$58M +$1.42M +3,369 +3%
PTC
1021
Petrus Trust Company
Texas
$57.7M +$1.99M +4,720 +4%
AUB
1022
Atlantic Union Bankshares
Virginia
$57.7M -$401K -952 -0.7%
GKWIM
1023
Gerber Kawasaki Wealth & Investment Management
California
$57.6M +$879K +2,086 +2%
VSQM
1024
V-Square Quantitative Management
Illinois
$57.4M +$2.13M +5,057 +4%
DP
1025
DDD Partners
Washington
$57.4M -$5.54M -13,151 -9%
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