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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 %
WIC
1326
Woodmont Investment Counsel
Tennessee
$35.8M -$560K -1,254 -2%
ECG
1327
Edge Capital Group
Georgia
$35.8M +$427K +956 +1%
PI
1328
Pennant Investors
New Jersey
$35.8M -$14.3M -32,000 -29%
CCC
1329
Cincinnati Casualty Company
Ohio
$35.8M – – –
CS
1330
Central Securities
New York
$35.8M – – –
OA
1331
Oxbow Advisors
Texas
$35.7M -$630K -1,410 -2%
PGIM
1332
Pacific Global Investment Management
California
$35.7M -$699K -1,565 -2%
DA
1333
Dash Acquisitions
California
$35.5M +$2.57M +5,787 +8%
OMC
1334
Overbrook Management Corp
New York
$35.5M -$485K -1,086 -1%
IAIM
1335
International Assets Investment Management
Florida
$35.4M +$2.51M +5,613 +8%
UI
1336
Untitled Investments
New York
$35.3M -$11.6M -25,944 -25%
MIM
1337
Marco Investment Management
Georgia
$35.3M +$107K +240 +0.3%
JWM
1338
Jackson Wealth Management
Florida
$35.3M -$24.3M -54,475 -41%
MKC
1339
M. Kraus & Co
Vermont
$35.3M -$442K -989 -1%
FFBTD
1340
First Financial Bank - Trust Division
Ohio
$35.2M -$1.86M -4,154 -5%
HBT
1341
Hills Bank & Trust
Iowa
$35.2M -$833K -1,863 -2%
NFG
1342
Nations Financial Group
Iowa
$35.2M +$239K +534 +0.7%
MC
1343
Montag & Caldwell
Georgia
$35.2M -$10M -22,385 -22%
WCMN
1344
Westchester Capital Management (Nebraska)
Nebraska
$35.2M -$149K -333 -0.4%
IAS
1345
Insigneo Advisory Services
Florida
$35.1M -$326K -824 -0.9%
BLAM
1346
Bourne Lent Asset Management
New York
$35.1M -$403K -901 -1%
PA
1347
PFG Advisors
Arizona
$35M +$1.05M +2,353 +3%
BAM
1348
Belpointe Asset Management
Nevada
$35M -$116K -259 -0.3%
SI
1349
Symmetry Investments
Jersey
$35M -$57.8M -129,221 -62%
TCM
1350
Tufton Capital Management
Maryland
$34.9M -$221K -494 -0.6%
52 53
54
55 56