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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 %
WKWM
2026
Walter & Keenan Wealth Management
Indiana
$16.5M -$570K -1,276 -3%
BWM
2027
Bulltick Wealth Management
Florida
$16.4M -$2.85M -6,377 -15%
CCAM
2028
Codex Capital Asset Management
Texas
$16.4M +$16.4M +39,000 New
SAM
2029
Selway Asset Management
$16.4M -$345K -773 -2%
KNW
2030
Kesler Norman & Wride
Utah
$16.4M +$161K +360 +1%
NC
2031
Naman Capital
Brazil
$16.4M -$3.75M -8,400 -19%
QC
2032
Quent Capital
New York
$16.3M +$271K +607 +2%
VBFG
2033
Vishria Bird Financial Group
Tennessee
$16.3M -$104K -233 -0.6%
BONH
2034
Bank of New Hampshire
New Hampshire
$16.3M -$56.8K -127 -0.3%
EBT
2035
Enterprise Bank & Trust
Massachusetts
$16.3M +$304K +680 +2%
PGA
2036
Portland Global Advisors
Maine
$16.2M -$300K -672 -2%
RRA
2037
Round Rock Advisors
Connecticut
$16.2M +$152K +340 +0.9%
LFP
2038
Leeward Financial Partners
Washington
$16.2M +$265K +592 +2%
HBWM
2039
Hollow Brook Wealth Management
New York
$16.2M +$1.98M +4,428 +14%
MWA
2040
Midland Wealth Advisors
Illinois
$16.1M +$560K +1,252 +4%
LA
2041
LM Advisors
California
$16.1M -$2.88M -6,443 -15%
PFGIA
2042
Patriot Financial Group Insurance Agency
Massachusetts
$16.1M +$2.89M +6,457 +22%
MPIM
2043
McGinn Penninger Investment Management
Virginia
$16.1M -$181K -405 -1%
CIAS
2044
Capital Investment Advisory Services
North Carolina
$16.1M -$59K -132 -0.4%
BCA
2045
Bay Colony Advisors
Massachusetts
$16.1M +$250K +559 +2%
UWM
2046
Udine Wealth Management
Florida
$16.1M -$35.8K -80 -0.2%
LWL
2047
Leo Wealth LLC
Texas
$16.1M +$249K +551 +2%
PAIM
2048
Punch & Associates Investment Management
Minnesota
$16.1M -$2.75M -6,145 -15%
SFP
2049
Shepherd Financial Partners
Massachusetts
$16.1M +$678K +1,516 +4%
CIM
2050
Chiron Investment Management
New York
$16M +$1.96M +4,385 +14%
80 81
82
83 84