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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 %
PFA
1801
Pure Financial Advisors
California
$20.9M +$759K +1,801 +4%
WF
1802
Wayfinding Financial
Washington
$20.8M -$11.8K -28 -0.1%
GA
1803
GFS Advisors
Texas
$20.8M -$73.3K -174 -0.4%
VW
1804
Vantage Wealth
California
$20.8M -$113K -267 -0.5%
HBCM
1805
Heron Bay Capital Management
Michigan
$20.8M +$596K +1,414 +3%
APSI
1806
Asset Planning Services Inc
Louisiana
$20.7M -$63.2K -150 -0.3%
KFGK
1807
Keystone Financial Group (Kentucky)
Kentucky
$20.7M +$804K +1,910 +4%
HC
1808
Hendley & Co
Ohio
$20.6M -$51.8K -123 -0.3%
HB
1809
HTLF Bank
Colorado
$20.6M -$416K -986 -2%
PI
1810
Pennant Investors
New Jersey
$20.6M -$885K -2,100 -4%
YLHM
1811
Yelin Lapidot Holdings Management
Israel
$20.6M -$3M -7,107 -13%
NC
1812
NBW Capital
Massachusetts
$20.6M -$202K -479 -1%
RWM
1813
Rench Wealth Management
Texas
$20.5M +$244K +580 +1%
FNB
1814
Farmers National Bank
Kentucky
$20.5M +$20.5M +48,699 New
ACM
1815
Adalta Capital Management
New York
$20.5M -$2.06M -4,877 -9%
ACS
1816
Archford Capital Strategies
Illinois
$20.4M +$605K +1,436 +3%
RSS
1817
Rosenblum Silverman Sutton
California
$20.4M -$430K -1,019 -2%
DFG
1818
Delta Financial Group
New Jersey
$20.3M +$20.3M +48,274 New
CCT
1819
Capital City Trust
Florida
$20.3M +$183K +433 +0.9%
MIG
1820
McGuire Investment Group
Rhode Island
$20.3M +$3.79K +9 +0%
DSC
1821
Duncker Streett & Co
Missouri
$20.3M +$18.1K +43 +0.1%
EFG
1822
Everhart Financial Group
Ohio
$20.3M +$2.25M +5,342 +12%
BIG
1823
Brooklyn Investment Group
New York
$20.3M +$1.38M +3,268 +7%
CPA
1824
Capital Planning Advisors
California
$20.2M -$188K -447 -0.9%
SAM
1825
Stansberry Asset Management
Texas
$20.2M +$929K +2,204 +5%
71 72
73
74 75