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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 %
GJCM
1676
Grand Jean Capital Management
California
$23.9M -$12.1K -27 -0.1%
HW
1677
Hamilton Wealth
California
$23.8M -$549K -1,229 -2%
LA
1678
Legacy Advisors
Pennsylvania
$23.8M +$802K +1,794 +3%
HH
1679
HWG Holdings
Texas
$23.8M +$23.8M +53,281 New
SWC
1680
Spectrum Wealth Counsel
Indiana
$23.8M -$890K -1,992 -4%
WBC
1681
West Branch Capital
Massachusetts
$23.8M -$207K -464 -0.9%
CC
1682
Cadinha & Co
Hawaii
$23.6M +$167K +373 +0.7%
BCB
1683
Brian C. Broderick
$23.6M +$180K +403 +0.8%
CA
1684
Claro Advisors
Massachusetts
$23.6M +$1.46M +3,271 +7%
PPWP
1685
Premier Path Wealth Partners
New Jersey
$23.6M +$851K +1,903 +4%
BFG
1686
Berger Financial Group
Minnesota
$23.6M +$339K +758 +1%
MSAM
1687
Moloney Securities Asset Management
Missouri
$23.5M +$588K +1,315 +3%
SIC
1688
Sigma Investment Counselors
Michigan
$23.5M -$94.3K -211 -0.4%
HL
1689
HeadInvest LLC
Maine
$23.5M -$460K -1,030 -2%
BCM
1690
Bourgeon Capital Management
Connecticut
$23.5M +$281K +628 +1%
HB
1691
HTLF Bank
Colorado
$23.5M -$815K -1,824 -3%
FM
1692
Family Management
New York
$23.5M +$1.53M +3,425 +7%
WPP
1693
Whalerock Point Partners
Rhode Island
$23.4M +$89.8K +201 +0.4%
ERWM
1694
Elk River Wealth Management
Colorado
$23.4M +$123K +276 +0.5%
HWM
1695
Heirloom Wealth Management
Colorado
$23.4M -$126K -281 -0.5%
APP
1696
Avantax Planning Partners
Iowa
$23.4M -$2.53M -5,663 -10%
RHDIC
1697
R.H. Dinel Investment Counsel
California
$23.3M – – –
WCF
1698
West Coast Financial
California
$23.3M -$6.7K -15 -0%
GCM
1699
Goldstream Capital Management
Hong Kong
$23.2M +$1.65M +3,689 +8%
TC
1700
Tenere Capital
New York
$23.2M +$7.18M +16,062 +45%
66 67
68
69 70