MSFT icon

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 %
BWAM
1701
Boyd Watterson Asset Management
Ohio
$23.2M +$553K +1,238 +2%
SFG
1702
SevenBridge Financial Group
Pennsylvania
$23.2M +$55.1K +138 +0.2%
CICI
1703
Capital Investment Counsel Inc
North Carolina
$23.1M +$110K +245 +0.5%
GAG
1704
GM Advisory Group
New York
$23.1M -$416K -930 -2%
WAM
1705
WT Asset Management
Hong Kong
$23.1M -$69.5M -155,528 -75%
CCMINC
1706
Cardinal Capital Management Inc (North Carolina)
North Carolina
$23.1M -$195K -436 -0.8%
RWM
1707
Rockline Wealth Management
New York
$23M +$1.77M +3,953 +8%
MSFP
1708
Mark Sheptoff Financial Planning
Connecticut
$23M -$410K -918 -2%
FC
1709
Farley Capital
New York
$22.9M -$67K -150 -0.3%
RP
1710
Rowlandmiller & Partners
Georgia
$22.9M +$96.1K +215 +0.4%
RDWM
1711
Red Door Wealth Management
Tennessee
$22.8M +$615K +1,377 +3%
TPA
1712
Trivium Point Advisory
Connecticut
$22.8M +$4.81M +10,759 +27%
MCM
1713
Monarch Capital Management
Indiana
$22.7M -$234K -524 -1%
IFWM
1714
Institute for Wealth Management
Colorado
$22.7M +$2.27M +5,068 +11%
EWA
1715
EverSource Wealth Advisors
Alabama
$22.7M +$1.45M +3,464 +7%
VPI
1716
Value Partners Investments
Manitoba, Canada
$22.7M +$433K +969 +2%
ADL
1717
Asset Dedication LLC
California
$22.7M +$1.33M +2,983 +6%
LCC
1718
Lincoln Capital Corp
Rhode Island
$22.7M -$1.54M -3,441 -6%
SMA
1719
Sage Mountain Advisors
Georgia
$22.6M +$2.67M +5,984 +13%
NAMM
1720
NorthStar Asset Management (Massachusetts)
Massachusetts
$22.6M +$442K +990 +2%
PM
1721
Phraction Management
Connecticut
$22.5M -$26.4K -59 -0.1%
CCM
1722
Condor Capital Management
New Jersey
$22.5M -$186K -417 -0.8%
MFWM
1723
Motley Fool Wealth Management
Virginia
$22.4M +$275K +610 +1%
WF
1724
Wayfinding Financial
Washington
$22.4M -$145K -324 -0.6%
FNB
1725
Farmers National Bank
Kentucky
$22.4M -$444K -993 -2%
67 68
69
70 71