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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 %
VAS
1876
Vestmark Advisory Solutions
Massachusetts
$19.1M -$174K -390 -0.9%
WCM
1877
Whitener Capital Management
North Carolina
$19.1M +$935K +2,093 +5%
HCA
1878
Harbor Capital Advisors
Illinois
$19.1M -$3.52M -7,868 -16%
BRM
1879
Boston Research & Management
Massachusetts
$19.1M -$377K -844 -2%
BIG
1880
Brooklyn Investment Group
New York
$19M – – –
JAM
1881
JCIC Asset Management
Ontario, Canada
$19M -$287K -643 -1%
MKA
1882
M. Kulyk & Associates
Georgia
$19M +$794K +1,777 +4%
SCM
1883
Sirios Capital Management
Massachusetts
$19M -$251K -562 -1%
ISB
1884
Iowa State Bank
Iowa
$19M -$129K -289 -0.7%
BEI
1885
Benjamin Edwards Inc
Missouri
$19M +$473K +1,059 +3%
FNBTCON
1886
First National Bank & Trust Co of Newtown
Pennsylvania
$18.9M -$145K -325 -0.8%
SWIG
1887
Strategic Wealth Investment Group
Kentucky
$18.9M +$18.9M +41,359 New
HWMO
1888
Heritage Wealth Management (Ohio)
Ohio
$18.9M +$18.9M +40,376 New
Hotchkis & Wiley Capital Management
1889
Hotchkis & Wiley Capital Management
California
$18.9M -$172M -385,407 -90%
EBSAM
1890
Eubel Brady & Suttman Asset Management
Ohio
$18.9M -$6.81M -15,246 -27%
HIC
1891
Harbor Island Capital
Massachusetts
$18.8M -$86.7K -194 -0.5%
NB
1892
Northwest Bancshares
Pennsylvania
$18.8M -$1.13M -2,527 -6%
RGC
1893
Roberts, Glore & Co
Illinois
$18.8M -$192K -430 -1%
SCA
1894
Sage Capital Advisors
South Dakota
$18.8M +$41.1K +92 +0.2%
SAM
1895
Soditic Asset Management
United Kingdom
$18.7M – – –
SWA
1896
SOA Wealth Advisors
New York
$18.7M -$93.9K -210 -0.5%
PDL
1897
Portfolio Design Labs
California
$18.7M +$1.14M +2,554 +7%
BC
1898
BIT Capital
Germany
$18.6M +$16M +35,768 +608%
BFA
1899
Benedict Financial Advisors
Georgia
$18.6M -$779K -1,743 -4%
FHWM
1900
Fox Hill Wealth Management
Massachusetts
$18.6M +$267K +598 +1%
74 75
76
77 78