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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 %
PCP
1626
Proficio Capital Partners
Massachusetts
$24.9M +$4.5M +10,676 +22%
BHCM
1627
Brevan Howard Capital Management
Jersey
$24.9M -$55.2M -130,942 -69%
BWA
1628
Bordeaux Wealth Advisors
California
$24.9M +$285K +675 +1%
NHT
1629
New Hampshire Trust
New Hampshire
$24.9M +$270K +640 +1%
AMBIA
1630
Allen Mooney & Barnes Investment Advisors
Georgia
$24.9M +$608K +1,442 +3%
TW
1631
TrinityPoint Wealth
Connecticut
$24.9M +$477K +1,131 +2%
LOM
1632
LTS One Management
New York
$24.9M +$5.9M +14,000 +31%
CWS
1633
Confluence Wealth Services
Pennsylvania
$24.8M -$15.2K -34 -0.1%
TAMH
1634
Taikang Asset Management (HK)
Hong Kong
$24.7M -$11M -26,004 -31%
EWA
1635
EverSource Wealth Advisors
Alabama
$24.7M +$1.84M +4,361 +8%
TSMHT
1636
Thurston Springer Miller Herd & Titak
Indiana
$24.7M +$6.41M +15,206 +35%
FVWA
1637
Foster Victor Wealth Advisors
South Carolina
$24.7M +$1.17M +2,724 +5%
CI
1638
Conning Inc
Connecticut
$24.5M -$1.1M -2,603 -4%
AMM
1639
American Money Management
California
$24.5M +$3.54M +8,399 +17%
HCM
1640
Harvey Capital Management
Florida
$24.5M -$356K -845 -1%
TPA
1641
Trivium Point Advisory
Connecticut
$24.4M +$2.95M +7,006 +14%
EAMA
1642
EFG Asset Management (Americas)
Florida
$24.4M -$753K -1,786 -3%
AF
1643
Arrow Financial
New York
$24.4M -$301K -714 -1%
CPBTD
1644
Central Pacific Bank - Trust Division
Hawaii
$24.3M -$1.68M -3,982 -6%
M
1645
MOTCO
Texas
$24.3M -$977K -2,317 -4%
CWA
1646
Canvas Wealth Advisors
Kansas
$24.3M +$1.2M +2,838 +5%
WC
1647
Westwind Capital
New Mexico
$24.3M +$341K +809 +1%
BFG
1648
Berger Financial Group
Minnesota
$24.3M -$493K -1,169 -2%
NIG
1649
NFJ Investment Group
Texas
$24.2M -$211K -500 -0.9%
TPCM
1650
Two Point Capital Management
New York
$24.2M +$19.7K +46 +0.1%
64 65
66
67 68