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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 %
TWP
2201
Tyche Wealth Partners
Texas
$13.7M -$93.4K -209 -0.7%
NFG
2202
Nadler Financial Group
Illinois
$13.7M -$47.4K -106 -0.3%
HCM
2203
Huber Capital Management
California
$13.7M -$2.75M -6,150 -17%
MCM
2204
Monument Capital Management
Virginia
$13.6M -$149K -334 -1%
WA
2205
WealthTrust Axiom
Pennsylvania
$13.6M +$8.94K +20 +0.1%
STAS
2206
Strong Tower Advisory Services
Minnesota
$13.6M +$2.85M +6,386 +27%
CP
2207
CenterBook Partners
Connecticut
$13.6M +$1.04M +2,327 +8%
MFG
2208
MidWestOne Financial Group
Iowa
$13.6M -$63K -141 -0.5%
FPGT
2209
Financial Partners Group (Tennessee)
Tennessee
$13.6M -$92.1K -206 -0.7%
CWM
2210
Chesapeake Wealth Management
Virginia
$13.6M -$222K -497 -2%
IIA
2211
IPG Investment Advisors
California
$13.6M -$864K -1,934 -6%
TCWA
2212
Turtle Creek Wealth Advisors
Texas
$13.5M +$1.69M +3,778 +14%
WPC
2213
White Pine Capital
Minnesota
$13.5M +$88.1K +197 +0.7%
SPC
2214
Stony Point Capital
New York
$13.5M +$3.27M +7,312 +32%
EI
2215
Ellevest Inc
New York
$13.5M +$407K +911 +3%
EAM
2216
Eukles Asset Management
Ohio
$13.5M +$22.3K +50 +0.2%
UC
2217
Unio Capital
New Jersey
$13.5M +$528K +1,182 +4%
PHIC
2218
Pine Haven Investment Counsel
Massachusetts
$13.5M -$8.49K -19 -0.1%
DMC
2219
Drexel Morgan & Co
Pennsylvania
$13.5M – – –
LA
2220
LVW Advisors
New York
$13.5M +$417K +934 +3%
AC
2221
Asio Capital
Kentucky
$13.5M +$127K +284 +1%
TPW
2222
Transatlantique Private Wealth
New York
$13.4M +$258K +582 +2%
CI
2223
Carroll Investors
South Carolina
$13.4M +$93.5K +209 +0.7%
CA
2224
Cambridge Advisors
Nebraska
$13.4M -$13K -29 -0.1%
CNC
2225
Citizens & Northern Corp
Pennsylvania
$13.4M -$270K -603 -2%
87 88
89
90 91