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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 %
RC
1276
Randolph Company
Ohio
$38.3M +$115K +257 +0.3%
NIM
1277
Nexus Investment Management
Ontario, Canada
$38.3M -$2.24M -5,015 -6%
LSAG
1278
Lake Street Advisors Group
New Hampshire
$38.1M +$67.5K +151 +0.2%
1SB
1279
1ST Source Bank
Indiana
$38.1M -$402K -900 -1%
HVIA
1280
Hudson Valley Investment Advisors
New York
$38M +$2.75M +7,346 +8%
JFGIW
1281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38M +$17.3M +38,722 +84%
FA
1282
Fiduciary Alliance
South Carolina
$37.9M +$2.69M +5,856 +8%
GI
1283
GAMMA Investing
California
$37.9M +$12.2M +27,315 +48%
FFIC
1284
First Fiduciary Investment Counsel
Ohio
$37.8M -$690K -1,544 -2%
CCG
1285
Cypress Capital Group
Florida
$37.8M -$338K -757 -0.9%
AAS
1286
Ameritas Advisory Services
Nebraska
$37.7M +$905K +2,024 +2%
TAIM
1287
Te Ahumairangi Investment Management
New Zealand
$37.6M -$3.59M -8,038 -9%
VWM
1288
Venturi Wealth Management
Texas
$37.4M +$4.69M +10,503 +14%
WCA
1289
Waratah Capital Advisors
Ontario, Canada
$37.4M -$36.5M -81,752 -49%
EWM
1290
Edge Wealth Management
New York
$37.4M -$762K -1,705 -2%
GAM
1291
Griffin Asset Management
New York
$37.3M +$355K +795 +1%
NS
1292
NBC Securities
Alabama
$37.3M +$561K +1,256 +2%
DJSG
1293
D.J. St. Germain
Massachusetts
$37.3M -$672K -1,504 -2%
MAM
1294
Mark Asset Management
New York
$37.3M +$114K +256 +0.3%
SAM
1295
SP Asset Management
California
$37.2M -$5.81K -13 -0%
PWMAG
1296
Pinnacle Wealth Management Advisory Group
New Jersey
$37.2M -$2.89M -6,468 -7%
RCM
1297
Rings Capital Management
Illinois
$37.1M – – –
JAG
1298
Journey Advisory Group
Kentucky
$37.1M +$195K +437 +0.5%
BCM
1299
Bridgeway Capital Management
Texas
$37M -$10.9M -24,431 -23%
LIA
1300
LS Investment Advisors
Michigan
$37M +$368K +824 +1%
50 51
52
53 54