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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 %
SWM
1801
Silverlake Wealth Management
Vermont
$20.8M +$2.77M +6,201 +15%
TYCC
1802
Texas Yale Capital Corp
Florida
$20.8M +$158K +353 +0.8%
ACS
1803
Archford Capital Strategies
Illinois
$20.8M +$394K +881 +2%
NAS
1804
Nicolet Advisory Services
Wisconsin
$20.8M +$966K +2,071 +5%
WWP
1805
Walden Wealth Partners
Ohio
$20.7M -$251K -561 -1%
ACM
1806
Allred Capital Management
Texas
$20.7M -$115K -257 -0.6%
MA
1807
MSA Advisors
California
$20.7M +$134K +300 +0.7%
MBT
1808
Montecito Bank & Trust
California
$20.7M +$6.26K +14 +0%
MYIA
1809
Mount Yale Investment Advisors
Colorado
$20.6M -$247K -552 -1%
HNB
1810
Hilltop National Bank
Wyoming
$20.6M +$151K +338 +0.7%
HRC
1811
Hoertkorn Richard Charles
$20.6M -$906K -2,026 -4%
WIA
1812
Westbourne Investment Advisors
Maryland
$20.6M -$188K -420 -0.9%
BFW
1813
Brady Family Wealth
Missouri
$20.6M +$206K +462 +1%
CBTWT
1814
Community Bank & Trust (Waco, Texas)
Texas
$20.6M -$22.8K -51 -0.1%
HW
1815
Hedeker Wealth
Illinois
$20.5M -$165K -369 -0.8%
PCMK
1816
Paragon Capital Management (Kansas)
Kansas
$20.5M -$273K -610 -1%
DCM
1817
Decatur Capital Management
Georgia
$20.5M +$2.24K +5 +0%
SM
1818
STF Management
Texas
$20.5M -$1.03M -2,307 -5%
JCM
1819
Jacobi Capital Management
Pennsylvania
$20.4M -$71.5K -160 -0.3%
AL
1820
Aspiriant LLC
California
$20.4M -$1.47M -3,298 -7%
HBCM
1821
Heron Bay Capital Management
Michigan
$20.4M -$32.2K -72 -0.2%
NG
1822
Norden Group
Utah
$20.3M -$130K -290 -0.6%
BHPW
1823
Beverly Hills Private Wealth
California
$20.3M -$250K -559 -1%
DDPIC
1824
Deroy & Devereaux Private Investment Counsel
Michigan
$20.3M -$317K -709 -2%
LOPW
1825
Live Oak Private Wealth
North Carolina
$20.2M -$253K -567 -1%
71 72
73
74 75