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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 %
PTC
1051
Petrus Trust Company
Texas
$55.7M – – –
LRPA
1052
L. Roy Papp & Associates
Arizona
$55.5M -$2.57M -5,753 -4%
CCA
1053
Cobblestone Capital Advisors
New York
$55.3M -$227K -509 -0.4%
FCMC
1054
Founders Capital Management (Connecticut)
Connecticut
$55.3M -$64.8K -145 -0.1%
ERIM
1055
Eagle Ridge Investment Management
Connecticut
$55M -$2.29M -5,114 -4%
MSR
1056
Main Street Research
Connecticut
$54.8M +$1.58M +3,525 +3%
ETC
1057
Exchange Traded Concepts
Oklahoma
$54.8M +$5.37M +12,013 +11%
BWFA
1058
Baltimore-Washington Financial Advisors
Maryland
$54.7M +$686K +1,534 +1%
RFA
1059
Rollins Financial Advisors
New York
$54.6M -$177K -396 -0.3%
AF
1060
Alerus Financial
North Dakota
$54.5M -$2.56M -5,732 -4%
AHC
1061
Anderson Hoagland & Co
Missouri
$54.4M -$591K -1,287 -1%
FTWA
1062
Fifth Third Wealth Advisors
Ohio
$54.4M +$33.4M +74,751 +159%
ATPW
1063
Ashton Thomas Private Wealth
Arizona
$54.1M +$387K +865 +0.7%
PI
1064
PFG Investments
New York
$54M -$4.57M -10,233 -8%
AP
1065
Appleton Partners
Massachusetts
$53.9M -$424K -949 -0.8%
CCM
1066
Coerente Capital Management
Ontario, Canada
$53.8M -$3.04M -6,792 -5%
NOCM
1067
Night Owl Capital Management
Connecticut
$53.7M -$1.31M -2,924 -2%
TPCW
1068
TD Private Client Wealth
New York
$53.7M -$2.48M -5,532 -4%
GPCM
1069
Greenbrier Partners Capital Management
Texas
$53.6M +$6.44M +14,412 +14%
CAM
1070
Carret Asset Management
New York
$53.6M -$410K -918 -0.8%
NSEDCP
1071
NJ State Employees Deferred Compensation Plan
New Jersey
$53.4M – – –
NCM
1072
Novare Capital Management
North Carolina
$53.4M +$569K +1,272 +1%
FAIM
1073
Financial Advocates Investment Management
Washington
$53.3M -$4.56M -10,192 -8%
MGIA
1074
Matthew Goff Investment Advisor
Texas
$53.2M -$6.05M -13,542 -10%
CISOA
1075
Capital Investment Services of America
Wisconsin
$53.2M -$1.55M -3,479 -3%
41 42
43
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