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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 %
MIC
2251
Meridian Investment Counsel
California
$13M -$181K -405 -1%
VCP
2252
Vista Capital Partners
Oregon
$13M +$157K +351 +1%
FPCP
2253
Fort Point Capital Partners
California
$13M -$93.9K -210 -0.7%
GCM
2254
Gibraltar Capital Management
Oklahoma
$13M +$1.02M +2,281 +9%
WCM
2255
Windward Capital Management
California
$13M -$404K -903 -3%
FAG
2256
Fortitude Advisory Group
Washington
$12.9M -$475K -1,062 -4%
TNA
2257
True North Advisors
Texas
$12.9M +$1.91M +4,264 +17%
MRCM
2258
M&R Capital Management
New Jersey
$12.9M -$20.6K -46 -0.2%
TCOO
2259
Trust Company of Oklahoma
Oklahoma
$12.9M -$185K -414 -1%
MCM
2260
MV Capital Management
Maryland
$12.9M +$160K +359 +1%
MWM
2261
Modern Wealth Management
Kansas
$12.9M +$2.33M +5,214 +22%
EAM
2262
Evanson Asset Management
California
$12.9M -$1.09M -2,447 -8%
SFM
2263
Signet Financial Management
New Jersey
$12.8M -$286K -641 -2%
RCIM
2264
Red Cedar Investment Management
Michigan
$12.8M – – –
GCM
2265
Gunderson Capital Management
South Carolina
$12.8M +$686K +1,534 +6%
MWM
2266
MGB Wealth Management
Texas
$12.8M +$47.6K +105 +0.4%
BLC
2267
Brown, Lisle/Cummings
Rhode Island
$12.8M +$1.24M +2,783 +11%
DTC
2268
Davidson Trust Company
Washington
$12.8M -$4.1M -9,175 -24%
AFP
2269
Ausdal Financial Partners
Iowa
$12.8M +$1.32M +2,959 +12%
QWM
2270
Quadcap Wealth Management
Texas
$12.8M +$971K +2,173 +8%
IDP
2271
In-Depth Partners
Florida
$12.8M -$2.83M -6,329 -18%
FSA
2272
Financial Security Advisor
Virginia
$12.7M +$475K +1,063 +4%
HI
2273
Harrington Investments
California
$12.7M -$421K -943 -3%
OHIS
2274
Oak Harvest Investment Services
Texas
$12.7M +$5.05M +11,294 +66%
WI
2275
WrapManager Inc
California
$12.7M +$466K +1,042 +4%
89 90
91
92 93