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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 %
SL
1576
Salomon & Ludwin
Virginia
$26.6M -$5.15M -11,528 -16%
HCM
1577
Harvey Capital Management
Florida
$26.6M -$523K -1,170 -2%
CWS
1578
Confluence Wealth Services
Pennsylvania
$26.6M +$1.95M +4,354 +8%
KC
1579
Knuff & Co
California
$26.6M -$107K -240 -0.4%
LSA
1580
L & S Advisors
California
$26.5M +$4.95M +11,082 +23%
OFG
1581
Oxford Financial Group
Indiana
$26.4M +$18.6M +41,649 +238%
HIM
1582
Harbour Investment Management
Washington
$26.4M -$3.58K -8 -0%
LSPW
1583
Lake Street Private Wealth
Illinois
$26.4M +$731K +1,635 +3%
RVPG
1584
Relative Value Partners Group
$26.4M +$17.3M +38,686 +190%
GEA
1585
Glen Eagle Advisors
New Jersey
$26.4M -$139K -310 -0.5%
KJHP
1586
K.J. Harrison & Partners
Ontario, Canada
$26.4M +$727K +1,626 +3%
FM
1587
Foster & Motley
Ohio
$26.3M -$432K -966 -2%
VNA
1588
Valley National Advisers
Pennsylvania
$26.2M -$458K -1,025 -2%
TW
1589
TrinityPoint Wealth
Connecticut
$26.2M +$39.3K +88 +0.2%
ACM
1590
Alight Capital Management
New York
$26.2M +$3.86M +8,643 +17%
NHT
1591
New Hampshire Trust
New Hampshire
$26.2M -$73.7K -165 -0.3%
AMBIA
1592
Allen Mooney & Barnes Investment Advisors
Georgia
$26.2M +$19.7M +44,012 +302%
LCI
1593
L1 Capital International
Australia
$26.1M +$2.14M +4,694 +9%
LJHT
1594
Laurie J. Hall Trustee
$26.1M -$653K -1,460 -2%
CHCM
1595
Columbus Hill Capital Management
New Jersey
$26.1M – – –
MTIC
1596
Missouri Trust & Investment Company
Missouri
$26.1M +$141K +315 +0.5%
KA
1597
Kozak & Associates
Colorado
$26M +$353K +767 +1%
CHC
1598
City Holding Co
West Virginia
$26M +$295K +661 +1%
NWM
1599
Nicola Wealth Management
British Columbia, Canada
$26M – – –
TCA
1600
Trifecta Capital Advisors
Illinois
$26M +$998K +2,232 +4%
62 63
64
65 66