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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 %
KIM
1901
Kestra Investment Management
Texas
$18.6M +$1.08M +2,571 +6%
RMSCM
1902
R.M. Sincerbeaux Capital Management
New York
$18.6M -$1.8M -4,275 -9%
LWMM
1903
Legacy Wealth Management (Mississippi)
Mississippi
$18.5M -$388K -920 -2%
SNB
1904
Security National Bank
Nebraska
$18.5M -$45.5K -108 -0.2%
CWP
1905
Concord Wealth Partners
Virginia
$18.5M +$882K +2,093 +5%
SIP
1906
Stoneridge Investment Partners
Pennsylvania
$18.5M +$687K +1,630 +4%
CA
1907
Continuum Advisory
Idaho
$18.5M +$85.1K +202 +0.5%
PCMK
1908
Paragon Capital Management (Kansas)
Kansas
$18.5M -$695K -1,650 -4%
HDIM
1909
Hanson & Doremus Investment Management
Vermont
$18.4M +$1.57M +3,726 +9%
SWM
1910
Sendero Wealth Management
Texas
$18.4M +$881K +2,090 +5%
PWG
1911
Portside Wealth Group
Utah
$18.4M +$577K +1,369 +3%
OAM
1912
Occidental Asset Management
California
$18.4M +$1.6M +3,804 +10%
GFP
1913
Gryphon Financial Partners
Ohio
$18.4M -$1.25M -2,957 -6%
BB
1914
Berkshire Bank
Massachusetts
$18.4M +$494K +1,172 +3%
JPMIA
1915
J.P. Marvel Investment Advisors
Massachusetts
$18.4M -$261K -620 -1%
MAWA
1916
Moss Adams Wealth Advisors
Washington
$18.3M +$805K +1,910 +5%
WGC
1917
Watts Gwilliam & Co
Arizona
$18.3M -$255K -604 -1%
HRC
1918
Hoertkorn Richard Charles
$18.3M -$615K -1,460 -3%
SM
1919
STF Management
Texas
$18.3M +$620K +1,470 +4%
VNA
1920
Valley National Advisers
Pennsylvania
$18.2M -$856K -2,030 -4%
JAM
1921
JCIC Asset Management
Ontario, Canada
$18.2M +$127K +301 +0.7%
BA
1922
Baugh & Associates
Georgia
$18.2M +$21.9K +53 +0.1%
MWAM
1923
Manhattan West Asset Management
California
$18.2M +$573K +1,359 +3%
MPCL
1924
My Personal CFO LLC
Washington
$18.1M +$1.96M +4,639 +12%
LWL
1925
Leo Wealth LLC
Texas
$18.1M +$139K +332 +0.8%
75 76
77
78 79