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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 %
TSS
1301
Two Sigma Securities
New York
$37M -$48M -107,329 -56%
CC
1302
Courier Capital
New York
$36.9M +$344K +770 +0.9%
OCM
1303
One Capital Management
California
$36.9M +$8.58M +19,194 +30%
MNBTD
1304
Moody National Bank Trust Division
Texas
$36.9M +$530K +1,186 +1%
GIA
1305
Gladstone Institutional Advisory
Florida
$36.6M -$857K -1,917 -2%
PAS
1306
Professional Advisory Services
Florida
$36.6M -$132K -295 -0.4%
TCM
1307
Trybe Capital Management
Connecticut
$36.5M – – –
NIC
1308
Northwest Investment Counselors
Oregon
$36.5M +$392K +877 +1%
AWAG
1309
ARS Wealth Advisors Group
Florida
$36.5M -$414K -927 -1%
ANTB
1310
AMG National Trust Bank
Colorado
$36.4M +$5.81M +12,994 +19%
SMFG
1311
Sumitomo Mitsui Financial Group
Japan
$36.4M +$2.98M +6,673 +9%
VCA
1312
Verdence Capital Advisors
Maryland
$36.3M +$218K +487 +0.6%
MCM
1313
Mengis Capital Management
Oregon
$36.3M -$34.7M -77,582 -49%
MWM
1314
Merriman Wealth Management
Washington
$36.3M -$604K -1,351 -2%
KWMG
1315
King Wealth Management Group
Florida
$36.3M +$44.7K +100 +0.1%
TW
1316
TritonPoint Wealth
Maryland
$36.3M +$3.01M +6,743 +9%
RP
1317
Rice Partnership
Hawaii
$36.2M +$955K +2,137 +3%
PCM
1318
Palisade Capital Management
New Jersey
$36.2M +$1.97M +4,402 +6%
JSP
1319
Jackson Square Partners
California
$36.1M -$4.07M -9,105 -10%
PCM
1320
Permanent Capital Management
Illinois
$36.1M +$36.1M +72,532 New
SSA
1321
South Street Advisors
New York
$36.1M -$801K -1,792 -2%
PAM
1322
Pinpoint Asset Management
Hong Kong
$36M +$6.1M +13,645 +20%
NCA
1323
Newbrook Capital Advisors
New York
$36M +$2.86M +6,390 +9%
RAM
1324
Rempart Asset Management
Canada
$36M -$1.86M -4,159 -5%
PVI
1325
Pine Valley Investments
New Jersey
$35.9M +$1.56M +3,491 +5%
51 52
53
54 55