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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 %
BPWM
1351
Black Point Wealth Management
Florida
$34.9M +$34.9M +78,032 New
IWA
1352
Icon Wealth Advisors
Texas
$34.9M +$2.91M +6,957 +9%
LWM
1353
Lyell Wealth Management
California
$34.7M +$780K +1,746 +2%
OAM
1354
Ostrum Asset Management
France
$34.7M -$757K -1,694 -2%
FNA
1355
First National Advisers
Nebraska
$34.7M +$4.05M +9,057 +13%
SC
1356
Syon Capital
California
$34.6M +$1M +2,242 +3%
SVWAG
1357
Sound View Wealth Advisors Group
Georgia
$34.5M -$76.4K -171 -0.2%
BP
1358
BBR Partners
New York
$34.5M -$3.28M -7,329 -9%
GIP
1359
Greatmark Investment Partners
Georgia
$34.5M -$944K -2,112 -3%
CI
1360
Cigna Investments
Connecticut
$34.4M -$486K -1,088 -1%
NRG
1361
Nemes Rush Group
Michigan
$34.4M +$103K +231 +0.3%
ANHIM
1362
Alan N. Hoffman Investment Management
Massachusetts
$34.4M +$15.2K +34 +0%
DAC
1363
Dividend Assets Capital
South Carolina
$34.4M +$238K +533 +0.7%
FI
1364
Financial Insights
Washington
$34.4M +$243K +543 +0.7%
AHB
1365
Abner Herrman & Brock
New Jersey
$34.3M +$23.7K +53 +0.1%
PTC
1366
Private Trust Company
Ohio
$34.3M -$4M -8,959 -10%
CIC
1367
Cutler Investment Counsel
Oregon
$34.3M -$421K -942 -1%
GGS
1368
Galvin Gaustad & Stein
Arizona
$34.3M -$1.44M -3,213 -4%
PRIG
1369
Payden & Rygel Investment Group
California
$34.2M -$4.02M -9,000 -11%
PR
1370
Payden & Rygel
California
$34.2M -$4.02M -9,000 -11%
WP
1371
WMS Partners
Maryland
$34.2M -$1.08M -2,420 -3%
SWM
1372
SeaCrest Wealth Management
New York
$34.2M +$1.17M +2,616 +4%
GWM
1373
Geneos Wealth Management
Colorado
$34.1M +$18.8K +42 +0.1%
FHB
1374
First Hawaiian Bank
Hawaii
$34.1M -$3.26M -7,284 -9%
WWM
1375
Western Wealth Management
Colorado
$34M +$1.32M +2,956 +4%
53 54
55
56 57