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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 %
SAM
1826
Stansberry Asset Management
Texas
$20.2M +$691K +1,545 +4%
FVWA
1827
Foster Victor Wealth Advisors
South Carolina
$20.2M +$609K +1,354 +3%
BA
1828
Baugh & Associates
Georgia
$20.2M -$600K -1,304 -3%
SAM
1829
Smartleaf Asset Management
Massachusetts
$20.2M +$4.16M +9,196 +26%
NG
1830
NatWest Group
United Kingdom
$20.2M -$6.18M -13,827 -23%
SGA
1831
Strategic Global Advisors
California
$20.2M +$171K +383 +0.9%
MCG
1832
McCollum Christoferson Group
New York
$20.2M -$699K -1,564 -3%
AWP
1833
Ascent Wealth Partners
New York
$20.1M -$143K -321 -0.7%
RFMS
1834
RWQ Financial Management Services
Florida
$20.1M +$4.99M +11,169 +33%
9WM
1835
9258 Wealth Management
Ohio
$20.1M -$112K -251 -0.6%
JWCA
1836
J.W. Coons Advisors
Ohio
$20.1M +$213K +477 +1%
GA
1837
Geller Advisors
New York
$20.1M +$103K +230 +0.5%
TPI
1838
Trust Point Inc
Wisconsin
$20.1M -$1.03M -2,303 -5%
LKIM
1839
Lawson Kroeker Investment Management
Nebraska
$20.1M -$86.3K -193 -0.4%
ACA
1840
Aspire Capital Advisors
Washington
$20.1M +$364K +814 +2%
BOSSRA
1841
B.O.S.S. Retirement Advisors
Utah
$20.1M +$1.97M +4,416 +11%
BW
1842
Bison Wealth
Georgia
$20M – – –
CCM
1843
Canal Capital Management
Virginia
$20M -$239K -534 -1%
GFP
1844
Gryphon Financial Partners
Ohio
$20M +$547K +1,223 +3%
TCM
1845
Thames Capital Management
New Jersey
$19.9M – – –
NW
1846
Naviter Wealth
Arkansas
$19.9M +$1.51M +3,378 +8%
JPMIA
1847
J.P. Marvel Investment Advisors
Massachusetts
$19.9M -$32.2K -72 -0.2%
RB
1848
Rodgers Brothers
Pennsylvania
$19.9M -$27.7K -62 -0.1%
LCM
1849
Lattice Capital Management
Washington
$19.8M – – –
MCWS
1850
McKinley Carter Wealth Services
West Virginia
$19.8M -$67K -150 -0.3%
72 73
74
75 76