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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 %
HWM
1426
Hohimer Wealth Management
Washington
$32.1M +$3.05M +6,856 +11%
SWP
1427
Strategic Wealth Partners
Ohio
$32.1M +$1.56M +3,491 +5%
BSC
1428
Brown Shipley & Co
United Kingdom
$32M -$931K -2,084 -3%
BWM
1429
Buckley Wealth Management
Nevada
$32M -$297K -664 -0.9%
SA
1430
Strategic Advisors
New York
$32M -$3.22M -7,211 -9%
RIL
1431
Rothschild Investment LLC
Illinois
$32M +$2.04M +4,556 +7%
HIC
1432
Holderness Investments Company
North Carolina
$31.9M -$448K -1,003 -1%
AC
1433
Arjuna Capital
North Carolina
$31.9M +$513K +1,148 +2%
FGP
1434
Foyston, Gordon, & Payne
Ontario, Canada
$31.8M -$937K -2,096 -3%
CFSG
1435
Community Financial Services Group
Vermont
$31.7M +$505K +1,129 +2%
TFA
1436
Teamwork Financial Advisors
Texas
$31.6M -$8.15M -18,229 -20%
GS
1437
GTS Securities
New York
$31.6M -$75.1M -167,974 -70%
CAG
1438
Csenge Advisory Group
Florida
$31.6M +$567K +1,268 +2%
DAM
1439
Deltec Asset Management
New York
$31.6M -$216K -484 -0.7%
JWM
1440
JGP Wealth Management
Oregon
$31.5M +$102K +228 +0.3%
JA
1441
JLB & Associates
Michigan
$31.3M -$392K -876 -1%
WB
1442
Webster Bank
Connecticut
$31.3M -$181K -406 -0.6%
MCC
1443
Money Concepts Capital
Florida
$31.2M -$64.8K -145 -0.2%
CAM
1444
Claret Asset Management
Quebec, Canada
$31.2M -$949K -2,123 -3%
PTB
1445
Pioneer Trust Bank
Oregon
$31.2M -$628K -1,404 -2%
RIA
1446
Regal Investment Advisors
Michigan
$31.1M +$617K +1,380 +2%
JIP
1447
Jaffetilchin Investment Partners
Florida
$31.1M +$400K +896 +1%
FFA
1448
Fragasso Financial Advisors
Pennsylvania
$31.1M -$364K -815 -1%
VCM
1449
Vision Capital Management
Oregon
$31.1M -$172K -385 -0.5%
AAM
1450
Azzad Asset Management
Virginia
$31.1M +$506K +1,133 +2%
56 57
58
59 60