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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 %
PFM
1526
Premier Fund Managers
United Kingdom
$27.7M +$647K +1,523 +2%
NG
1527
Norden Group
Utah
$27.7M +$682K +1,619 +3%
M
1528
Mirova
France
$27.6M +$2.32M +5,512 +9%
BWL
1529
Bogart Wealth LLC
Virginia
$27.6M +$1.53M +3,630 +6%
PCM
1530
Permanent Capital Management
Illinois
$27.6M +$27.6M +65,528 New
FGP
1531
Foyston, Gordon, & Payne
Ontario, Canada
$27.6M -$209K -495 -0.8%
CWM
1532
Cornerstone Wealth Management
Missouri
$27.6M +$842K +1,997 +3%
CP
1533
Capital Planning
Washington
$27.5M +$1.25M +2,965 +5%
WP
1534
Wedgewood Partners
Missouri
$27.5M -$1.12M -2,665 -4%
WA
1535
WBH Advisory
Maryland
$27.5M +$11.9M +28,134 +76%
GCA
1536
Greenwood Capital Associates
South Carolina
$27.4M -$185K -440 -0.7%
HAM
1537
Honeycomb Asset Management
New York
$27.4M +$16.9M +40,000 +160%
SHGA
1538
Sand Hill Global Advisors
California
$27.4M -$478K -1,133 -2%
B
1539
Bellecapital
Switzerland
$27.4M +$2.64M +6,256 +11%
JPWM
1540
Jamison Private Wealth Management
Georgia
$27.3M +$100K +238 +0.4%
KFS
1541
Kurt F. Somerville
$27.3M -$35.8K -85 -0.1%
IIM
1542
Ipswich Investment Management
Massachusetts
$27.2M -$161K -382 -0.6%
CCWM
1543
Cassaday & Co Wealth Management
Virginia
$27.2M +$140K +331 +0.5%
PCTC
1544
Perkins Coie Trust Company
Washington
$27.1M -$526K -1,247 -2%
SIA
1545
Schechter Investment Advisors
Michigan
$27.1M -$791K -1,876 -3%
TFA
1546
Toth Financial Advisory
Virginia
$27M -$236K -561 -0.9%
GLA
1547
Good Life Advisors
Pennsylvania
$27M -$1.07M -2,547 -4%
AFCM
1548
Applied Finance Capital Management
Puerto Rico
$26.9M +$1.33M +3,148 +5%
ZIG
1549
Zuckerman Investment Group
Illinois
$26.9M +$191K +465 +0.7%
AC
1550
AMS Capital
Brazil
$26.9M +$1.43M +3,382 +6%
60 61
62
63 64