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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 %
BIM
1951
Baldwin Investment Management
Pennsylvania
$17.8M +$149K +333 +0.8%
MPCL
1952
My Personal CFO LLC
Washington
$17.8M +$5.37M +12,012 +43%
MA
1953
MONECO Advisors
Connecticut
$17.8M +$876K +1,960 +5%
SP
1954
Stonebrook Private
Michigan
$17.8M +$97.4K +218 +0.6%
BHB
1955
Bank Hapoalim BM
Israel
$17.8M +$256K +572 +1%
NIP
1956
Nicholas Investment Partners
California
$17.8M +$520K +1,164 +3%
GLR
1957
Great Lakes Retirement
Ohio
$17.7M +$641K +1,435 +4%
PP
1958
PDS Planning
Ohio
$17.7M +$161K +360 +0.9%
HP
1959
Hosking Partners
United Kingdom
$17.7M -$1.99M -4,455 -10%
FWP
1960
FAS Wealth Partners
Kansas
$17.7M +$830K +1,858 +5%
OPTFSNA
1961
Old Point Trust & Financial Services N A
Virginia
$17.6M -$1.3M -2,916 -7%
MJP
1962
Michael J. Puzo
$17.6M -$224K -502 -1%
LGWM
1963
Litman Gregory Wealth Management
California
$17.6M -$235K -525 -1%
HH
1964
Hilltop Holdings
Texas
$17.6M +$240K +538 +1%
BA
1965
Birinyi Associates
Connecticut
$17.6M +$264K +590 +2%
OSNBOA
1966
Old Second National Bank of Aurora
Illinois
$17.6M -$144K -323 -0.8%
SC
1967
Savoie Capital
Illinois
$17.5M – – –
WEG
1968
World Equity Group
Illinois
$17.5M -$17.4M -38,938 -50%
CFM
1969
Coronation Fund Managers
South Africa
$17.5M -$19.3M -43,093 -52%
CPIM
1970
Coalescence Partners Investment Management
New York
$17.4M +$2.75M +6,147 +19%
RWA
1971
Roberts Wealth Advisors
California
$17.4M +$80K +174 +0.5%
FPFS
1972
First Personal Financial Services
North Carolina
$17.4M +$2M +4,466 +13%
CWP
1973
Concord Wealth Partners
Virginia
$17.4M +$636K +1,422 +4%
SS
1974
Sunbelt Securities
Texas
$17.4M -$677K -1,514 -4%
SC
1975
Searle & Co
Connecticut
$17.4M +$30.4K +68 +0.2%
77 78
79
80 81