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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 %
NCM
2051
Northwest Capital Management
Oregon
$16M -$2.34M -5,233 -13%
RCA
2052
Resonant Capital Advisors
Wisconsin
$15.9M +$832K +1,861 +6%
LI
2053
Lafayette Investments
Maryland
$15.9M +$214K +479 +1%
RFM
2054
Royal Fund Management
Florida
$15.9M -$3.43M -7,610 -18%
SWK
2055
Stephen W. Kidder
$15.9M -$125K -279 -0.8%
SIA
2056
Strategic Investment Advisors
Michigan
$15.9M +$398K +890 +3%
MCCP
2057
Mission Creek Capital Partners
California
$15.9M +$2.5M +5,603 +19%
GBT
2058
Grove Bank & Trust
Florida
$15.9M +$262K +587 +2%
NAMA
2059
Nikko Asset Management Americas
New York
$15.8M -$1.85M -4,131 -10%
NP
2060
Nilsine Partners
Colorado
$15.8M +$69.7K +156 +0.4%
WPW
2061
Warther Private Wealth
Ohio
$15.8M +$730K +1,634 +5%
IA
2062
IFG Advisory
Georgia
$15.8M +$274K +612 +2%
FC
2063
Franchise Capital
Cayman Islands
$15.7M -$23.9M -53,366 -60%
JSW
2064
Journey Strategic Wealth
New Jersey
$15.7M +$851K +1,905 +6%
BWM
2065
BNC Wealth Management
Oregon
$15.7M +$962K +2,152 +7%
MGM
2066
Miura Global Management
New York
$15.6M -$2.23M -5,000 -13%
FSCM
2067
First Sabrepoint Capital Management
Texas
$15.6M – – –
QWP
2068
Quotient Wealth Partners
Texas
$15.6M -$103K -231 -0.7%
FCA
2069
Fortis Capital Advisors
Kansas
$15.6M +$1.38M +3,079 +10%
RBFC
2070
Roman Butler Fullerton & Co
Missouri
$15.6M +$608K +1,305 +4%
FBT
2071
First Bank & Trust
South Dakota
$15.6M -$177K -395 -1%
NA
2072
Navellier & Associates
Nevada
$15.6M +$265K +592 +2%
HCC
2073
Hirtle Callaghan & Co
Pennsylvania
$15.5M +$580K +1,298 +4%
CNBTD
2074
Citizens National Bank Trust Department
Mississippi
$15.5M -$37.1K -83 -0.2%
TWM
2075
Tradition Wealth Management
Minnesota
$15.5M +$462K +1,033 +3%
81 82
83
84 85