MSFT icon

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 %
MA
2051
MSA Advisors
California
$16M -$1.07M -2,540 -6%
UB
2052
Umpqua Bank
Oregon
$16M +$1.27M +3,051 +9%
TP
2053
Tranquility Partners
Tennessee
$15.9M -$168K -398 -1%
MSFS
2054
Main Street Financial Solutions
Pennsylvania
$15.9M +$5.43M +12,887 +52%
SCM
2055
Sirios Capital Management
Massachusetts
$15.9M -$190K -451 -1%
AI
2056
Accredited Investors
Minnesota
$15.8M +$6.55M +15,540 +70%
RCA
2057
Resonant Capital Advisors
Wisconsin
$15.8M +$166K +394 +1%
WKWM
2058
Walter & Keenan Wealth Management
Indiana
$15.8M +$232K +550 +1%
ACM
2059
Avalon Capital Management
California
$15.8M +$31.6K +75 +0.2%
EBT
2060
Enterprise Bank & Trust
Massachusetts
$15.8M +$210K +499 +1%
ACM
2061
Aljian Capital Management
Nevada
$15.8M -$532K -1,261 -3%
OPTFSNA
2062
Old Point Trust & Financial Services N A
Virginia
$15.7M -$495K -1,175 -3%
IA
2063
IFG Advisory
Georgia
$15.7M +$919K +2,180 +6%
ISFAN
2064
Investor's Fiduciary Advisor Network
Washington
$15.7M +$15.7M +37,204 New
RFM
2065
Royal Fund Management
Florida
$15.7M -$12.4M -29,155 -44%
HCM
2066
Heathbridge Capital Management
Ontario, Canada
$15.7M -$200K -475 -1%
PTP
2067
Platform Technology Partners
New York
$15.7M +$274K +650 +2%
SFP
2068
Shepherd Financial Partners
Massachusetts
$15.6M +$360K +853 +2%
BWM
2069
BNC Wealth Management
Oregon
$15.6M +$519K +1,231 +3%
BCA
2070
Bay Colony Advisors
Massachusetts
$15.6M +$101K +239 +0.7%
TWM
2071
TLW Wealth Management
Florida
$15.6M -$422 -1 -0%
CCWA
2072
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.6M +$65.3K +155 +0.4%
WAG
2073
Winthrop Advisory Group
Massachusetts
$15.5M +$3.01M +7,131 +24%
4WM
2074
44 Wealth Management
Oregon
$15.5M +$259K +614 +2%
I
2075
InvesTrust
Oklahoma
$15.5M +$15.5M +36,625 New
81 82
83
84 85