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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 %
GGI
1876
GPM Growth Investors
Michigan
$19.2M -$164K -388 -0.8%
RFMS
1877
RWQ Financial Management Services
Florida
$19.1M -$5.16M -12,251 -21%
BPWM
1878
Black Point Wealth Management
Florida
$19.1M -$62.8K -149 -0.3%
BAM
1879
Boyar Asset Management
New York
$19.1M -$405K -960 -2%
SF
1880
Symphony Financial
Texas
$19.1M -$627K -1,453 -3%
IAS
1881
Investment Advisory Services
Texas
$19M -$1.61M -3,815 -8%
BFW
1882
Brady Family Wealth
Missouri
$18.9M -$339K -804 -2%
MWM
1883
Marietta Wealth Management
Georgia
$18.9M +$357K +846 +2%
MCG
1884
McCollum Christoferson Group
New York
$18.9M -$10.1K -24 -0.1%
JWCA
1885
J.W. Coons Advisors
Ohio
$18.9M -$50.6K -120 -0.3%
NL
1886
NKCFO LLC
Illinois
$18.9M – – –
SHFA
1887
SS&H Financial Advisors
Michigan
$18.9M +$42.6K +101 +0.2%
IP
1888
Isthmus Partners
Wisconsin
$18.9M +$930K +2,207 +5%
FIB
1889
First Interstate Bank
Montana
$18.9M -$760K -1,804 -4%
APP
1890
Avantax Planning Partners
Iowa
$18.8M +$264K +626 +1%
SBWIC
1891
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.8M +$314K +745 +2%
DWM
1892
Diversify Wealth Management
Utah
$18.8M +$4.94M +11,803 +36%
PCA
1893
Providence Capital Advisors
North Carolina
$18.7M +$2.72M +6,445 +17%
LKIM
1894
Lawson Kroeker Investment Management
Nebraska
$18.7M -$239K -567 -1%
LCM
1895
Lattice Capital Management
Washington
$18.7M – – –
SFG
1896
Snider Financial Group
Washington
$18.7M +$9.1M +21,583 +95%
BDL
1897
Banque de Luxembourg
Luxembourg
$18.7M +$18.7M +44,111 New
MCWS
1898
McKinley Carter Wealth Services
West Virginia
$18.7M +$53.1K +126 +0.3%
PG
1899
Patten Group
Tennessee
$18.6M +$3.79K +9 +0%
TM
1900
TigerOak Management
New Mexico
$18.6M +$18.6M +44,196 New
74 75
76
77 78