MSFT icon

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 %
PIA
1076
Petredis Investment Advisors
Pennsylvania
$52.2M -$1.4M -3,317 -3%
FCMC
1077
Founders Capital Management (Connecticut)
Connecticut
$52.2M +$84.3K +200 +0.2%
MIM
1078
Morningstar Investment Management
Illinois
$52.1M +$13.6M +32,237 +35%
CA
1079
Callahan Advisors
Texas
$51.9M +$2.93M +6,953 +6%
PA
1080
Procyon Advisors
Connecticut
$51.8M +$402K +954 +0.8%
DGM
1081
Delta Global Management
New York
$51.8M -$35M -82,923 -40%
USCWA
1082
U.S. Capital Wealth Advisors
Texas
$51.8M +$5.74M +13,621 +12%
KFP
1083
KMG Fiduciary Partners
Ohio
$51.7M +$698K +1,656 +1%
LRPA
1084
L. Roy Papp & Associates
Arizona
$51.3M -$203K -482 -0.4%
TTWM
1085
TCV Trust & Wealth Management
Virginia
$51.2M -$367K -870 -0.7%
SC
1086
Strategy Capital
California
$51.2M -$1.79M -4,236 -3%
ERIM
1087
Eagle Ridge Investment Management
Connecticut
$51.1M -$592K -1,405 -1%
TF
1088
Tompkins Financial
New York
$51M +$4.49M +10,653 +10%
IWM
1089
IHT Wealth Management
Illinois
$51M -$7.31M -17,347 -13%
TBBL
1090
True Blue (BVI) Ltd
$50.9M +$50.9M +135,620 New
FRA
1091
Frank Rimerman Advisors
California
$50.7M -$5.62M -13,330 -10%
UAM
1092
UAS Asset Management
New York
$50.6M -$31M -73,547 -38%
WP
1093
Waycross Partners
Kentucky
$50.6M +$922K +2,187 +2%
GPCM
1094
Greenbrier Partners Capital Management
Texas
$50.5M – – –
CCM
1095
Coerente Capital Management
Ontario, Canada
$50.5M -$163K -387 -0.3%
CC
1096
Constitution Capital
Connecticut
$50.4M -$1.37M -3,256 -3%
AP
1097
Appleton Partners
Massachusetts
$50.4M +$100K +238 +0.2%
NCM
1098
Novare Capital Management
North Carolina
$50.4M -$292K -692 -0.6%
FFA
1099
Farther Finance Advisors
California
$50.1M -$6.41M -15,196 -11%
TPCW
1100
TD Private Client Wealth
New York
$50M -$2.63M -6,235 -5%
42 43
44
45 46