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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 %
GWM
1901
GDS Wealth Management
Texas
$18.6M +$2.72M +6,087 +17%
CI
1902
Cooper Investors
Australia
$18.5M – – –
KWM
1903
Keebeck Wealth Management
Illinois
$18.5M -$271K -606 -1%
TNBTD
1904
Trustmark National Bank Trust Department
Mississippi
$18.5M +$304K +680 +2%
LT
1905
Legacy Trust
Michigan
$18.5M -$754K -1,688 -4%
LC
1906
Lincoln Capital
Nebraska
$18.4M -$231K -516 -1%
MWAM
1907
Manhattan West Asset Management
California
$18.4M -$2.69M -6,011 -13%
WA
1908
Wealth Alliance
New York
$18.4M -$1.13M -2,524 -6%
RBC
1909
Romano Brothers & Co
Illinois
$18.4M -$395K -883 -2%
SFP
1910
Sandbox Financial Partners
Maryland
$18.4M +$1.72M +3,840 +10%
SWM
1911
Sendero Wealth Management
Texas
$18.4M -$482K -1,078 -3%
SPG
1912
Strategic Planning Group
Utah
$18.4M +$3.22M +7,213 +21%
HDIM
1913
Hanson & Doremus Investment Management
Vermont
$18.4M +$369K +825 +2%
TSMHT
1914
Thurston Springer Miller Herd & Titak
Indiana
$18.4M +$18.4M +41,085 New
SHFA
1915
SS&H Financial Advisors
Michigan
$18.3M +$612K +1,370 +3%
WIM
1916
Weitz Investment Management
Nebraska
$18.3M -$1.27M -2,850 -7%
KCPG
1917
Kavar Capital Partners Group
Kansas
$18.3M +$223K +498 +1%
CD
1918
Chapin Davis
Maryland
$18.3M +$358K +802 +2%
MCM
1919
Morton Capital Management
California
$18.3M -$662K -1,482 -3%
SAA
1920
Southeast Asset Advisors
Georgia
$18.3M +$242K +542 +1%
LJAC
1921
L.J. Altfest & Co
New York
$18.3M +$77.3K +173 +0.4%
MCM
1922
Manchester Capital Management
Vermont
$18.3M +$260K +582 +1%
BE
1923
Bonness Enterprises
District of Columbia
$18.2M – – –
CCM
1924
Consolidated Capital Management
California
$18.2M -$644K -1,440 -3%
KFA
1925
Kelleher Financial Advisors
New York
$18.2M -$80K -179 -0.4%
75 76
77
78 79