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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 %
1WA
1101
180 Wealth Advisors
Washington
$50.2M -$700K -1,539 -1%
MOS
1102
MGO One Seven
Ohio
$50.2M +$784K +1,755 +2%
SCM
1103
Schnieders Capital Management
California
$50M +$157K +352 +0.3%
HCM
1104
Hilton Capital Management
New York
$49.9M +$1.48M +3,310 +3%
WSCM
1105
Wellington Shields Capital Management
New York
$49.8M +$728K +1,628 +1%
WAM
1106
Wilsey Asset Management
California
$49.8M -$22.3K -50 -0%
AAM
1107
Auxier Asset Management
Oregon
$49.5M -$536K -1,199 -1%
JWCA
1108
J.W. Cole Advisors
Florida
$49.5M +$1.58M +3,524 +3%
MWM
1109
Moran Wealth Management
Florida
$49.1M -$455K -1,019 -0.9%
WC
1110
Whitney & Co
New York
$49.1M -$407K -910 -0.8%
TF
1111
Tompkins Financial
New York
$49M -$322K -721 -0.7%
LW
1112
Linscomb Wealth
Texas
$48.9M +$323K +723 +0.7%
CWM
1113
Circle Wealth Management
New Jersey
$48.7M +$456K +1,020 +0.9%
PWP
1114
Principle Wealth Partners
Connecticut
$48.7M +$160K +358 +0.3%
BCAM
1115
Boston Common Asset Management
Massachusetts
$48.6M +$4.04M +9,050 +9%
GHA
1116
GW Henssler & Associates
Georgia
$48.6M -$1.8M -4,020 -4%
MIA
1117
MainStreet Investment Advisors
Illinois
$48.5M -$4.38M -9,791 -8%
KC
1118
Kadensa Capital
Hong Kong
$48.5M -$2.51M -5,618 -5%
CAL
1119
Capital Analysts LLC
Pennsylvania
$48.4M +$717K +1,604 +2%
IWM
1120
IHT Wealth Management
Illinois
$48.2M -$421K -942 -0.9%
AOI
1121
Auto-Owners Insurance
Michigan
$48.1M – – –
OA
1122
Oak Associates
Ohio
$48M -$90.7K -203 -0.2%
LA
1123
Lynch & Associates
Indiana
$47.9M +$1.41M +3,158 +3%
WP
1124
Waycross Partners
Kentucky
$47.8M +$4.44M +9,934 +10%
BCM
1125
BTC Capital Management
Iowa
$47.8M -$746K -1,670 -2%
43 44
45
46 47