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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 %
PFS
1926
Physicians Financial Services
North Carolina
$18.1M -$12.6K -30 -0.1%
KWM
1927
Keebeck Wealth Management
Illinois
$18.1M -$7.59K -18 -0%
MFA
1928
Mayflower Financial Advisors
Massachusetts
$18M -$108K -257 -0.6%
HDA
1929
Harold Davidson & Associates
California
$18M +$18M +42,791 New
MA
1930
MONECO Advisors
Connecticut
$17.9M +$1.17M +2,778 +7%
OGC
1931
Oak Grove Capital
New Hampshire
$17.9M +$2.58M +6,128 +17%
ACM
1932
Accent Capital Management
Ohio
$17.9M -$13.1K -31 -0.1%
MYIA
1933
Mount Yale Investment Advisors
Colorado
$17.8M +$2.51M +5,958 +16%
FPGK
1934
Financial Partners Group (Kansas)
Kansas
$17.8M -$45.5K -108 -0.3%
MAM
1935
Mirabaud Asset Management
United Kingdom
$17.8M +$1.41M +3,324 +9%
BGDI
1936
BW Gestao de Investimentos
Brazil
$17.8M +$6.08M +14,429 +52%
RB
1937
Rodgers Brothers
Pennsylvania
$17.8M +$106K +252 +0.6%
AF
1938
Apexium Financial
Texas
$17.8M +$3.26M +7,733 +22%
SCA
1939
Sage Capital Advisors
South Dakota
$17.8M +$40.9K +97 +0.2%
WCM
1940
Whitener Capital Management
North Carolina
$17.8M -$101K -239 -0.6%
HIC
1941
Harbor Island Capital
Massachusetts
$17.7M – – –
WAS
1942
Winch Advisory Services
Wisconsin
$17.7M -$226K -536 -1%
RBC
1943
Romano Brothers & Co
Illinois
$17.7M -$76.7K -182 -0.4%
CD
1944
Chapin Davis
Maryland
$17.7M – – –
LFP
1945
Leeward Financial Partners
Washington
$17.7M +$647K +1,534 +4%
AT
1946
American Trust
Kentucky
$17.7M +$127K +301 +0.7%
BRM
1947
Boston Research & Management
Massachusetts
$17.6M -$91K -216 -0.5%
SIA
1948
SeaBridge Investment Advisors
New Jersey
$17.6M +$612K +1,452 +4%
FP
1949
FFG Partners
Florida
$17.6M +$224K +531 +1%
SWA
1950
SOA Wealth Advisors
New York
$17.6M -$63.2K -150 -0.4%
76 77
78
79 80