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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 %
PTC
1401
Private Trust Company
Ohio
$32.2M -$1.03M -2,434 -3%
BLAM
1402
Bourne Lent Asset Management
New York
$32.2M -$948K -2,248 -3%
UI
1403
Untitled Investments
New York
$32.1M – – –
WI
1404
Whitebark Investors
Nevada
$32.1M +$32.1M +76,219 New
JRP
1405
Jasper Ridge Partners
California
$32.1M +$64.5K +153 +0.2%
MC
1406
MIG Capital
California
$32.1M – – –
ANHIM
1407
Alan N. Hoffman Investment Management
Massachusetts
$32M -$528K -1,253 -2%
TFIPS
1408
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.9M +$1.73M +4,108 +6%
TCM
1409
Tufton Capital Management
Maryland
$31.9M -$306K -726 -0.9%
VWM
1410
Valley Wealth Managers
New Jersey
$31.9M +$246K +584 +0.8%
SI
1411
Sava Infond
Slovenia
$31.9M +$31.9M +75,650 New
TFA
1412
Teamwork Financial Advisors
Texas
$31.9M +$503K +1,193 +2%
WM
1413
Whitford Management
New York
$31.9M +$27.2M +64,646 +589%
CI
1414
Cigna Investments
Connecticut
$31.9M -$214K -508 -0.7%
BMM
1415
Buffington Mohr McNeal
Idaho
$31.8M +$282K +669 +0.9%
ZAM
1416
Zevin Asset Management
Massachusetts
$31.8M +$3.36M +7,967 +12%
LPT
1417
Legacy Private Trust
Wisconsin
$31.7M +$2.61M +6,193 +9%
PA
1418
Perennial Advisors
New York
$31.6M +$31.6M +74,944 New
CIM
1419
Coleford Investment Management
Canada
$31.6M +$31.6M +74,883 New
VV
1420
Verity & Verity
South Carolina
$31.5M +$3.17M +7,509 +11%
PMWMG
1421
Parr McKnight Wealth Management Group
Minnesota
$31.5M +$31.5M +74,647 New
WWA
1422
WCG Wealth Advisors
Nevada
$31.5M +$447K +1,060 +1%
MBTD
1423
Mechanics Bank - Trust Department
California
$31.5M +$378K +897 +1%
GIP
1424
Greatmark Investment Partners
Georgia
$31.4M -$730K -1,732 -2%
CPIM
1425
Coalescence Partners Investment Management
New York
$31.3M +$12.9M +30,571 +70%
55 56
57
58 59