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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 %
MAWA
1976
Moss Adams Wealth Advisors
Washington
$17.4M +$1.42M +3,170 +9%
TL
1977
Tradewinds LLC
North Carolina
$17.3M +$17.3M +38,782 New
TCCM
1978
Timber Creek Capital Management
Massachusetts
$17.3M +$148K +332 +0.9%
PCR
1979
Potrero Capital Research
California
$17.3M – – –
CFP
1980
Catalyst Financial Partners
Massachusetts
$17.2M +$2.84M +6,359 +20%
MCM
1981
Mattern Capital Management
Colorado
$17.2M -$109K -244 -0.6%
TP
1982
Tranquility Partners
Tennessee
$17.2M -$4.92K -11 -0%
APWM
1983
Argonautica Private Wealth Management
Massachusetts
$17.2M +$21.5K +48 +0.1%
EFG
1984
Everhart Financial Group
Ohio
$17.1M +$1.73M +3,872 +11%
FTIS
1985
First Trust Investment Solutions
Florida
$17.1M +$7.47M +16,708 +77%
RCM
1986
Ratan Capital Management
Florida
$17.1M +$2.68M +6,000 +19%
HA
1987
Herold Advisors
New York
$17.1M +$200K +448 +1%
JHCP
1988
Jackson Hole Capital Partners
Oklahoma
$17.1M -$902K -2,018 -5%
BMWM
1989
Brown Miller Wealth Management
Virginia
$17M +$137K +307 +0.8%
TIP
1990
Torray Investment Partners
Maryland
$17M -$1.2M -2,695 -7%
CICC
1991
Capital Investment Counsel (Colorado)
Colorado
$17M +$349K +781 +2%
AWE
1992
Avidian Wealth Enterprises
Texas
$17M +$1.78M +3,972 +12%
GSEP
1993
Golden State Equity Partners
California
$17M +$17M +38,021 New
HCM
1994
Heathbridge Capital Management
Ontario, Canada
$17M -$1.4M -3,125 -8%
ACM
1995
Avalon Capital Management
California
$17M +$2M +4,469 +13%
UOTTAIMCU
1996
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.9M -$284K -636 -2%
EGM
1997
Engineers Gate Manager
New York
$16.9M +$16.6M +37,227 +6,288%
AO
1998
Advisor OS
Illinois
$16.9M +$1.14M +2,549 +7%
MMPW
1999
Mitchell McLeod Pugh & Williams
Alabama
$16.9M +$116K +259 +0.7%
UCMOK
2000
United Capital Management of KS
Kansas
$16.8M +$248K +555 +1%
78 79
80
81 82