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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 %
SMFG
1301
Sumitomo Mitsui Financial Group
Japan
$36.9M +$1.11M +2,624 +3%
LSAG
1302
Lake Street Advisors Group
New Hampshire
$36.7M +$2.76M +6,554 +8%
CANC
1303
Culbertson A N & Co
Virginia
$36.5M -$493K -1,170 -1%
JCM
1304
Janney Capital Management
Pennsylvania
$36.5M -$1.02M -2,426 -3%
MC
1305
Mirabaud & Cie
Switzerland
$36.4M -$3.73M -8,838 -9%
JFGIW
1306
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36.4M -$1.51M -3,632 -4%
AFG
1307
Atomi Financial Group
New York
$36.4M +$10.1M +23,868 +38%
NCA
1308
Newbrook Capital Advisors
New York
$36.4M -$4.39M -10,405 -11%
ILCM
1309
Ivy Lane Capital Management
Florida
$36.2M – – –
TAM
1310
Trust Asset Management
Texas
$36.2M – – –
CP
1311
CenterBook Partners
Connecticut
$36.1M +$2.49M +5,917 +7%
RC
1312
Randolph Company
Ohio
$36.1M -$22.8K -54 -0.1%
FA
1313
Fagan Associates
New York
$36.1M -$3.36M -7,976 -9%
PJSIMP
1314
P.J. Schmidt Investment Management (PJS)
Wisconsin
$36M -$487K -1,156 -1%
CCPM
1315
Cooper Creek Partners Management
New York
$36M +$3.65M +8,655 +11%
TAIM
1316
Te Ahumairangi Investment Management
New Zealand
$35.9M -$5.34M -12,662 -13%
RGI
1317
River Global Investors
United Kingdom
$35.9M +$561K +1,331 +2%
GWM
1318
Geneos Wealth Management
Colorado
$35.9M +$852K +2,022 +2%
PIM
1319
Progressive Investment Management
Oregon
$35.8M -$1M -2,374 -3%
LIA
1320
LS Investment Advisors
Michigan
$35.8M +$230K +546 +0.6%
EP
1321
Essential Planning
New Hampshire
$35.8M +$33.9M +79,592 +1,782%
ECG
1322
Edge Capital Group
Georgia
$35.7M +$1.69M +4,014 +5%
CNBT
1323
Canandaigua National Bank & Trust
New York
$35.7M -$685K -1,626 -2%
1SB
1324
1ST Source Bank
Indiana
$35.6M -$14.3K -34 -0%
JIR
1325
James Investment Research
Ohio
$35.6M -$574K -1,362 -2%
51 52
53
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