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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 %
RSWM
1076
Robertson Stephens Wealth Management
California
$53.1M +$3.11M +6,958 +6%
PA
1077
Procyon Advisors
Connecticut
$52.9M -$1.34M -3,002 -2%
ST
1078
Spinnaker Trust
Maine
$52.7M +$351K +785 +0.7%
FB
1079
Fulton Bank
Pennsylvania
$52.5M -$651K -1,456 -1%
KFP
1080
KMG Fiduciary Partners
Ohio
$52.3M +$518K +1,159 +1%
SCA
1081
Stillwater Capital Advisors
Pennsylvania
$52.3M -$784K -1,753 -1%
LFM
1082
LGT Fund Management
Liechtenstein
$52.2M +$36.4M +81,392 +230%
VSQM
1083
V-Square Quantitative Management
Illinois
$52.2M -$703K -1,574 -1%
STA
1084
Summit Trail Advisors
New York
$52.1M +$21.3M +47,703 +69%
FDP
1085
Financiere des Professionnels
Quebec, Canada
$52M +$289K +630 +0.6%
CA
1086
Callahan Advisors
Texas
$52M +$98.3K +220 +0.2%
KJWM
1087
Kiley Juergens Wealth Management
Washington
$51.9M +$3.08M +6,897 +6%
OWMIAS
1088
One Wealth Management Investment & Advisory Services
Florida
$51.9M -$113K -253 -0.2%
GC
1089
Gratus Capital
Georgia
$51.8M +$9.5M +21,265 +22%
GC
1090
Garde Capital
Washington
$51.6M -$456K -1,021 -0.9%
DS
1091
DRW Securities
Illinois
$51.3M +$14.6M +32,640 +40%
MIM
1092
Manitou Investment Management
Ontario, Canada
$51.3M -$349K -780 -0.7%
SRC
1093
Shufro Rose & Co
New York
$51M -$399K -893 -0.8%
P
1094
Pitcairn
Pennsylvania
$50.9M +$3.75M +8,392 +8%
RSVP
1095
Ramsay Stattman Vela & Price
Colorado
$50.9M -$285K -637 -0.6%
PAG
1096
Private Advisory Group
Washington
$50.9M +$4.17M +9,321 +9%
HT
1097
Heritage Trust
Oklahoma
$50.9M -$871K -1,948 -2%
USCWA
1098
U.S. Capital Wealth Advisors
Texas
$50.8M -$1.6M -3,577 -3%
SAM
1099
Synergy Asset Management
Washington
$50.3M +$8.92M +19,947 +22%
WTB
1100
Washington Trust Bank
Washington
$50.3M +$37.1K +83 +0.1%
42 43
44
45 46