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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 %
CIA
1276
Covington Investment Advisors
Pennsylvania
$37.7M +$336K +797 +0.9%
IPW
1277
Invictus Private Wealth
Colorado
$37.6M -$565K -1,340 -1%
RIP
1278
RAM Investment Partners
Washington
$37.5M +$2.07M +4,919 +6%
TA
1279
TruWealth Advisors
Louisiana
$37.5M +$731K +1,734 +2%
AWM
1280
Absher Wealth Management
North Carolina
$37.4M +$537K +1,275 +1%
AWA
1281
Arkadios Wealth Advisors
Georgia
$37.4M +$1.51M +3,590 +4%
LG
1282
LaFleur & Godfrey
Michigan
$37.3M -$610K -1,448 -2%
AO
1283
Allen Operations
New York
$37.3M – – –
PCM
1284
Pennsylvania Capital Management
Pennsylvania
$37.2M -$48.9K -116 -0.1%
CIG
1285
Cullen Investment Group
Louisiana
$37.2M +$562K +1,334 +2%
HVIA
1286
Hudson Valley Investment Advisors
New York
$37.2M +$3.37K +8 +0%
TS
1287
Tamar Securities
California
$37.2M +$2.19M +5,190 +6%
CJL
1288
Cyrus J. Lawrence
New York
$37.2M -$48.1K -114 -0.1%
CCA
1289
Checchi Capital Advisers
California
$37.1M +$771K +1,829 +2%
PMG
1290
ProVise Management Group
Florida
$37.1M -$1.39M -3,295 -4%
VF
1291
Virtu Financial
New York
$37.1M +$29.1M +69,099 +364%
GI
1292
GLOBALT Investments
Georgia
$37.1M -$278K -660 -0.7%
PAS
1293
Professional Advisory Services
Florida
$37.1M -$1.33M -3,155 -3%
GIM
1294
Goelzer Investment Management
Indiana
$37.1M -$184K -436 -0.5%
HSA
1295
HBK Sorce Advisory
Pennsylvania
$37M +$950K +2,254 +3%
SGK
1296
Steigerwald Gordon & Koch
Virginia
$37M -$472K -1,120 -1%
JAG
1297
Journey Advisory Group
Kentucky
$36.9M – – –
QCG
1298
Quadrant Capital Group
Ohio
$36.9M -$22.8K -54 -0.1%
SIG
1299
Sky Investment Group
Connecticut
$36.9M -$520K -1,234 -1%
GL
1300
Graypoint LLC
New York
$36.9M +$671K +1,593 +2%
50 51
52
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