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 %
AMM
1726
American Money Management
California
$22.4M -$1.74M -3,903 -7%
PT
1727
Plimoth Trust
Massachusetts
$22.4M -$1.18M -2,633 -5%
Koshinski Asset Management
1728
Koshinski Asset Management
Illinois
$22.4M +$4.73M +10,284 +27%
RC
1729
RBF Capital
California
$22.3M – – –
DKCM
1730
Davidson Kempner Capital Management
New York
$22.3M – – –
AIIMS
1731
Analyst IMS Investment Management Services
Israel
$22.3M +$2.38M +5,329 +12%
GCS
1732
Gordian Capital (Singapore)
Singapore
$22.3M +$408K +912 +2%
GA
1733
GFS Advisors
Texas
$22.3M -$8.02B -50,378 -100%
CFG
1734
Cooper Financial Group
California
$22.3M +$216K +484 +1%
HFM
1735
Hartford Financial Management
Connecticut
$22.3M -$306K -684 -1%
RA
1736
RFG Advisory
Alabama
$22.3M +$970K +2,170 +5%
VW
1737
Vantage Wealth
California
$22.3M -$597K -1,336 -3%
CWP
1738
CFM Wealth Partners
Texas
$22.2M +$611K +1,368 +3%
PFU
1739
Parus Finance (UK)
United Kingdom
$22.2M +$845K +1,890 +4%
CA
1740
Crewe Advisors
Utah
$22.2M -$397K -888 -2%
CWA
1741
Consilio Wealth Advisors
Washington
$22.2M +$641K +1,434 +3%
OCM
1742
Oribel Capital Management
New York
$22.2M -$33M -73,900 -60%
APSI
1743
Asset Planning Services Inc
Louisiana
$22.1M -$416K -930 -2%
RSS
1744
Rosenblum Silverman Sutton
California
$22.1M -$116K -260 -0.5%
MIG
1745
McGuire Investment Group
Rhode Island
$22.1M +$96.1K +215 +0.4%
LP
1746
LMR Partners
United Kingdom
$22.1M -$90M -201,431 -80%
SQA
1747
Simon Quick Advisors
New Jersey
$22M +$1.27M +2,832 +6%
SWM
1748
Stockman Wealth Management
Montana
$21.9M +$133K +297 +0.6%
RWM
1749
Rench Wealth Management
Texas
$21.9M -$221K -495 -1%
FFM
1750
Forum Financial Management
Illinois
$21.9M +$463K +1,036 +2%
68 69
70
71 72