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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 %
FFS
2076
Fischer Financial Services
Pennsylvania
$15.5M +$15.5M +36,787 New
LA
2077
LM Advisors
California
$15.5M +$91.5K +217 +0.6%
SAA
2078
Southeast Asset Advisors
Georgia
$15.5M -$1.86M -4,402 -11%
SAM
2079
Selway Asset Management
$15.5M +$13.9K +33 +0.1%
RRA
2080
Round Rock Advisors
Connecticut
$15.5M +$105K +250 +0.7%
PGA
2081
Portland Global Advisors
Maine
$15.5M +$60.7K +144 +0.4%
MS
2082
Marshall & Sullivan
Washington
$15.4M +$12.2K +29 +0.1%
ICP
2083
Impact Capital Partners
Colorado
$15.4M +$15.4M +36,574 New
HCA
2084
Horan Capital Advisors
Ohio
$15.4M -$242K -575 -2%
PIN
2085
Prudent Investors Network
California
$15.4M +$1.11M +2,641 +8%
WP
2086
Westmount Partners
California
$15.4M +$296K +702 +2%
MCCP
2087
Mission Creek Capital Partners
California
$15.3M +$212K +503 +1%
BHB
2088
Bank Hapoalim BM
Israel
$15.3M -$1.08M -2,563 -7%
PAM
2089
Pegasus Asset Management
New York
$15.3M +$46.8K +111 +0.3%
MMPW
2090
Mitchell McLeod Pugh & Williams
Alabama
$15.3M -$712K -1,689 -4%
PFGIA
2091
Patriot Financial Group Insurance Agency
Massachusetts
$15.3M +$513K +1,218 +3%
CIAS
2092
Capital Investment Advisory Services
North Carolina
$15.2M -$139K -329 -0.9%
CPRC
2093
Consolidated Portfolio Review Corp
New York
$15.2M +$8.4M +19,923 +123%
VBFG
2094
Vishria Bird Financial Group
Tennessee
$15.2M -$118K -281 -0.8%
UCMOK
2095
United Capital Management of KS
Kansas
$15.2M +$289K +685 +2%
TCWA
2096
Turtle Creek Wealth Advisors
Texas
$15.2M +$1.97M +4,684 +15%
CIM
2097
Chiron Investment Management
New York
$15.2M +$5.71M +13,541 +60%
RMAM
2098
Raab & Moskowitz Asset Management
New Jersey
$15.1M +$754K +1,789 +5%
NAM
2099
Nutshell Asset Management
United Kingdom
$15.1M +$15.1M +35,870 New
HCM
2100
Hall Capital Management
Rhode Island
$15.1M +$15.1M +35,846 New
82 83
84
85 86