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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 %
CIC
1526
Canal Insurance Company
South Carolina
$27.9M – – –
MSS
1527
Mitchell Sinkler & Starr
Pennsylvania
$27.9M -$1.49M -3,371 -5%
SAG
1528
SageView Advisory Group
California
$27.9M +$27.9M +62,350 New
XF
1529
XML Financial
Maryland
$27.9M -$1.41M -3,146 -5%
CCT
1530
Chemung Canal Trust
New York
$27.9M -$1.19M -2,665 -4%
DIP
1531
DT Investment Partners
Pennsylvania
$27.8M +$758K +1,695 +3%
1IA
1532
1834 Investment Advisors
Wisconsin
$27.8M -$930K -2,081 -3%
HCM
1533
Hodges Capital Management
Texas
$27.7M -$629K -1,408 -2%
SSW
1534
Stone Summit Wealth
Florida
$27.7M -$11.2K -25 -0%
LIM
1535
Lathrop Investment Management
Arkansas
$27.7M -$2.51M -5,622 -8%
AJ
1536
Ashburton (Jersey)
Jersey
$27.6M +$27.6M +60,537 New
AMCA
1537
Arthur M. Cohen & Associates
Illinois
$27.6M +$438K +979 +2%
AIA
1538
Allied Investment Advisors
Montana
$27.5M +$13.9K +31 +0.1%
SWA
1539
Stratos Wealth Advisors
Ohio
$27.4M -$1.18M -2,641 -4%
CCWM
1540
Cassaday & Co Wealth Management
Virginia
$27.4M +$406K +908 +2%
AF
1541
Advisornet Financial
Minnesota
$27.4M -$65.7K -147 -0.2%
AIM
1542
Arcadia Investment Management
Michigan
$27.4M +$42K +94 +0.2%
M
1543
MOTCO
Texas
$27.3M +$96.5K +216 +0.4%
DBIA
1544
Dumont & Blake Investment Advisors
New Jersey
$27.3M +$13.7M +30,626 +100%
ZB
1545
Zions Bancorporation
Utah
$27.3M -$2.86M -6,394 -9%
MWM
1546
Mattern Wealth Management
Kansas
$27.2M -$539K -1,205 -2%
CC
1547
Criteria Caixa
Spain
$27.2M -$9.57M -21,402 -26%
BWL
1548
Bogart Wealth LLC
Virginia
$27.2M -$1.22M -2,739 -4%
LC
1549
Lindbrook Capital
California
$27.2M +$1.63M +3,657 +6%
GWSG
1550
GPS Wealth Strategies Group
Colorado
$27.2M +$450K +1,006 +2%
60 61
62
63 64