MSFT icon

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 %
HMC
1726
Harvard Management Company
Massachusetts
$22.5M +$22.5M +53,300 New
SFM
1727
Soros Fund Management
New York
$22.5M +$22.5M +53,287 New
CNB
1728
Camden National Bank
Maine
$22.4M -$357K -846 -2%
UOTTAIMCU
1729
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$22.4M -$2.74M -6,492 -11%
TCM
1730
Traynor Capital Management
Pennsylvania
$22.3M +$1.06M +2,519 +5%
NIM
1731
Nicollet Investment Management
Minnesota
$22.3M -$423K -1,003 -2%
JSC
1732
Jackson Square Capital
California
$22.2M -$1.36M -3,219 -6%
ERWM
1733
Elk River Wealth Management
Colorado
$22.2M -$196K -466 -0.9%
GCM
1734
Gladius Capital Management
Illinois
$22.2M +$1.29M +3,056 +6%
MIP
1735
Marietta Investment Partners
Wisconsin
$22.2M -$741K -1,758 -3%
CVM
1736
Cheviot Value Management
California
$22.1M -$126K -299 -0.6%
WCF
1737
West Coast Financial
California
$22.1M +$88.1K +209 +0.4%
SCM
1738
Stonebridge Capital Management
California
$22.1M -$31.6K -75 -0.1%
PPWP
1739
Premier Path Wealth Partners
New Jersey
$22.1M +$3.79K +9 +0%
NAM
1740
NTV Asset Management
West Virginia
$22.1M -$489K -1,160 -2%
HFM
1741
Hartford Financial Management
Connecticut
$22.1M +$209K +495 +1%
PIM
1742
Pinnacle Investment Management
Hong Kong
$22.1M +$22.1M +52,350 New
SIG
1743
Sargent Investment Group
Maryland
$22.1M +$2.03M +4,860 +10%
SIC
1744
Sigma Investment Counselors
Michigan
$22M -$137K -326 -0.6%
DCM
1745
Decatur Capital Management
Georgia
$22M -$376K -891 -2%
CCMINC
1746
Cardinal Capital Management Inc (North Carolina)
North Carolina
$22M -$98.6K -234 -0.4%
KA
1747
Kozak & Associates
Colorado
$22M -$2.01M -4,756 -8%
HWM
1748
Heirloom Wealth Management
Colorado
$21.9M -$720K -1,708 -3%
RCM
1749
Rockbridge Capital Management
Virginia
$21.9M +$21.9M +51,845 New
YDMI
1750
Y.D. More Investments
Israel
$21.9M -$2.53K -6 -0%
68 69
70
71 72