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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 %
FMB
1551
Field & Main Bank
Kentucky
$27.1M +$121K +271 +0.4%
CWM
1552
Cornerstone Wealth Management
Missouri
$27.1M +$211K +471 +0.8%
GXJ
1553
Global X Japan
Japan
$27.1M +$8.33M +18,638 +44%
AFCM
1554
Applied Finance Capital Management
Puerto Rico
$27.1M +$26.7M +59,691 +6,640%
SACTSONJ
1555
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$27M – – –
VA
1556
Valmark Advisers
Ohio
$27M +$1.01M +2,270 +4%
KA
1557
Kovack Advisors
Florida
$27M -$2.4M -5,361 -8%
LSV Asset Management
1558
LSV Asset Management
Illinois
$27M – – –
OAG
1559
Orbis Allan Gray
Bermuda
$27M +$1.35M +3,011 +5%
CF
1560
Centaurus Financial
California
$27M +$7.74M +17,320 +40%
LWANC
1561
Laurel Wealth Advisors (North Carolina)
North Carolina
$27M -$628K -1,404 -2%
AIMC
1562
Alley Investment Management Company
Illinois
$26.9M -$962K -2,153 -3%
AFG
1563
Atomi Financial Group
New York
$26.9M +$4.82M +10,789 +22%
GM
1564
GeoWealth Management
Illinois
$26.9M +$3.93M +8,784 +17%
BMC
1565
Benin Management Corp
Connecticut
$26.9M +$4.14M +9,268 +18%
MC
1566
Middleton & Co
Massachusetts
$26.9M -$1.31M -2,942 -5%
RIA
1567
RPG Investment Advisory
California
$26.8M -$218K -488 -0.8%
MFS
1568
Madrona Financial Services
Washington
$26.8M +$4.97M +11,128 +23%
CPA
1569
Court Place Advisors
Maryland
$26.8M +$369K +826 +1%
CSUI
1570
Cincinnati Specialty Underwriters Insurance
Ohio
$26.8M – – –
WF
1571
WoodTrust Financial
Wisconsin
$26.8M -$271K -606 -1%
AW
1572
Atlas Wealth
Ohio
$26.7M +$13.4M +29,015 +100%
CI
1573
Conning Inc
Connecticut
$26.7M +$46.9K +105 +0.2%
MC
1574
Mirabaud & Cie
Switzerland
$26.7M +$387K +866 +1%
NIG
1575
NFJ Investment Group
Texas
$26.6M -$847K -1,895 -3%
61 62
63
64 65