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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 %
EAM
1601
EULAV Asset Management
Florida
$25.9M -$224K -501 -0.9%
BWP
1602
Balboa Wealth Partners
Arizona
$25.9M +$816K +1,825 +3%
SDJVC
1603
St. Denis J. Villere & Co
Louisiana
$25.8M -$272K -608 -1%
SCA
1604
St. Clair Advisors
Ohio
$25.8M -$712K -1,593 -3%
ZF
1605
Zhang Financial
Michigan
$25.8M +$164K +366 +0.6%
CP
1606
Capital Planning
Washington
$25.7M +$1.43M +3,189 +6%
AF
1607
Arrow Financial
New York
$25.7M -$666K -1,490 -3%
YDMI
1608
Y.D. More Investments
Israel
$25.7M -$2.59M -5,789 -9%
B
1609
Bellecapital
Switzerland
$25.7M -$62.6K -140 -0.2%
PCP
1610
Proficio Capital Partners
Massachusetts
$25.7M +$2.24K +5 +0%
YLHM
1611
Yelin Lapidot Holdings Management
Israel
$25.6M -$2.68M -6,000 -9%
CA
1612
Claar Advisors
New York
$25.6M -$1.07M -2,400 -4%
AWM
1613
Avior Wealth Management
Nebraska
$25.5M -$3.29M -7,351 -11%
RWM
1614
RKL Wealth Management
Pennsylvania
$25.4M -$305K -683 -1%
CVM
1615
Cheviot Value Management
California
$25.3M -$376K -842 -1%
SB
1616
Strategic Blueprint
Georgia
$25.3M +$29.1K +65 +0.1%
DLCIG
1617
D.L. Carlson Investment Group
New Hampshire
$25.3M -$482K -1,078 -2%
CFGS
1618
Concourse Financial Group Securities
Alabama
$25.3M +$672K +1,503 +3%
PBC
1619
Pavion Blue Capital
California
$25.2M -$142K -318 -0.6%
HI
1620
Hendershot Investments
Virginia
$25.2M +$63.9K +143 +0.3%
HC
1621
Hillman Company
Pennsylvania
$25.2M -$10.4M -23,216 -29%
FTC
1622
Farmers Trust Company
Ohio
$25.1M -$710K -1,588 -3%
PCM
1623
Princeton Capital Management
New Jersey
$25.1M +$52.3K +117 +0.2%
CAM
1624
Cozad Asset Management
Illinois
$25.1M +$213K +476 +0.9%
TPCM
1625
Two Point Capital Management
New York
$25M +$55.9K +125 +0.2%
63 64
65
66 67