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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 %
CPH
2101
C Partners Holding
Switzerland
$15.1M +$430K +963 +3%
DA
2102
DCM Advisors
New York
$15M -$4.2M -9,389 -22%
SC
2103
Summa Corp
Texas
$14.9M +$467K +1,044 +3%
GMA
2104
Glassy Mountain Advisors
Maryland
$14.9M -$154K -344 -1%
LWP
2105
LMG Wealth Partners
Louisiana
$14.9M +$71.5K +160 +0.5%
PL
2106
Plancorp LLC
Missouri
$14.9M -$117K -261 -0.8%
JCM
2107
Junto Capital Management
New York
$14.9M -$82.8M -185,203 -85%
DR
2108
Davis Rea
Ontario, Canada
$14.9M -$791K -1,769 -5%
APF
2109
Alaska Permanent Fund
Alaska
$14.9M -$1.19M -2,848 -7%
IBOK
2110
Independence Bank of Kentucky
Kentucky
$14.9M +$2.13M +4,765 +17%
UF
2111
Univest Financial
Pennsylvania
$14.9M -$392K -878 -3%
BFC
2112
Bedel Financial Consulting
Indiana
$14.9M -$424K -949 -3%
SIM
2113
Sentry Investment Management
Wisconsin
$14.8M -$3.93M -8,799 -21%
DIM
2114
Delta Investment Management
California
$14.8M +$1M +2,243 +7%
AWM
2115
Affinity Wealth Management
Delaware
$14.8M +$44.7K +100 +0.3%
WP
2116
Westmount Partners
California
$14.8M +$25.6K +56 +0.2%
CCWA
2117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.8M +$210K +469 +1%
NCM
2118
Northside Capital Management
Oregon
$14.8M -$217K -486 -1%
FP
2119
Financial Perspectives
Minnesota
$14.8M +$1.79K +4 +0%
RZH
2120
Relyea Zuckerberg Hanson
Connecticut
$14.7M +$460K +1,029 +3%
CRWM
2121
Castle Rock Wealth Management
California
$14.7M +$480K +1,051 +3%
SFM
2122
Sphera Funds Management
Israel
$14.7M +$2.4M +5,379 +20%
BIG
2123
Builder Investment Group
Georgia
$14.7M -$21.5K -48 -0.1%
DCM
2124
Dudley Capital Management
Virginia
$14.7M +$447 +1 +0%
OPA
2125
Old Port Advisors
Maine
$14.7M +$241K +539 +2%
83 84
85
86 87