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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 %
DJSG
1351
D.J. St. Germain
Massachusetts
$34.5M +$341K +809 +1%
TCM
1352
Trybe Capital Management
Connecticut
$34.4M – – –
AAS
1353
Ameritas Advisory Services
Nebraska
$34.4M +$8.96M +21,255 +35%
CCG
1354
Cypress Capital Group
Florida
$34.3M -$1.07M -2,550 -3%
EWM
1355
Edge Wealth Management
New York
$34.3M -$996K -2,362 -3%
IAS
1356
Insigneo Advisory Services
Florida
$34.3M -$1.77M -4,202 -5%
WWM
1357
Western Wealth Management
Colorado
$34.1M -$5.94M -14,089 -15%
HWM
1358
Hohimer Wealth Management
Washington
$34M +$4.76M +11,300 +16%
VT
1359
Vise Technologies
New York
$34M +$13.8M +32,643 +68%
CC
1360
Courier Capital
New York
$34M -$730K -1,733 -2%
MIM
1361
Marco Investment Management
Georgia
$34M +$173K +410 +0.5%
WIC
1362
Woodmont Investment Counsel
Tennessee
$33.9M +$8.01K +19 +0%
SAM
1363
SP Asset Management
California
$33.9M -$973K -2,309 -3%
CS
1364
Central Securities
New York
$33.7M – – –
CCC
1365
Cincinnati Casualty Company
Ohio
$33.7M – – –
VC
1366
Vicus Capital
Pennsylvania
$33.7M -$1.94M -4,599 -5%
BCM
1367
Bridgeway Capital Management
Texas
$33.7M -$980K -2,326 -3%
JIP
1368
Jaffetilchin Investment Partners
Florida
$33.7M +$2.71M +6,429 +9%
FFM
1369
Forum Financial Management
Illinois
$33.6M +$12.5M +29,759 +60%
HR
1370
Howe & Rusling
New York
$33.6M +$941K +2,232 +3%
DAC
1371
Dividend Assets Capital
South Carolina
$33.4M +$721K +1,710 +2%
JF
1372
Jump Financial
Illinois
$33.4M +$1.49M +3,526 +5%
FFN
1373
Focus Financial Network
Minnesota
$33.4M +$1.26M +2,999 +4%
OAM
1374
Ostrum Asset Management
France
$33.4M +$1.84M +4,377 +6%
LWM
1375
Lyell Wealth Management
California
$33.4M +$199K +471 +0.6%
53 54
55
56 57