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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 %
BOPW
2301
Brandywine Oak Private Wealth
Pennsylvania
$12.5M +$85.4K +191 +0.7%
BA
2302
Ballast Advisors
Minnesota
$12.5M +$362K +810 +3%
BIA
2303
Beacon Investment Advisors
Maryland
$12.4M +$2.06M +4,600 +20%
CB
2304
CNB Bank
Pennsylvania
$12.4M +$1.12M +2,510 +10%
CAM
2305
Councilmark Asset Management
Tennessee
$12.4M -$150K -335 -1%
CCM
2306
Chickasaw Capital Management
Tennessee
$12.4M +$372K +832 +3%
CIAS
2307
CFS Investment Advisory Services
New Jersey
$12.4M +$12.4M +27,780 New
KA
2308
Klingman & Associates
New York
$12.4M +$385K +861 +3%
PAMG
2309
Patton Albertson Miller Group
Tennessee
$12.4M +$1.13M +2,535 +10%
CIP
2310
Convergence Investment Partners
Florida
$12.4M +$3.52M +7,881 +40%
KFP
2311
Keystone Financial Planning
Ohio
$12.4M – – –
WCM
2312
Westend Capital Management
California
$12.4M -$31.1K -68 -0.3%
LIM
2313
Loudon Investment Management
New Hampshire
$12.4M -$44.7K -100 -0.4%
WWM
2314
Westwood Wealth Management
California
$12.3M +$439K +983 +4%
BCM
2315
Barometer Capital Management
Ontario, Canada
$12.3M -$1.46M -3,271 -11%
PSP
2316
Principal Street Partners
Tennessee
$12.3M -$48.3K -108 -0.4%
AT
2317
Arlington Trust
Alabama
$12.3M -$1.31M -2,940 -10%
OL
2318
Optas LLC
Texas
$12.3M +$485K +1,085 +4%
ST
2319
Sentinel Trust
Texas
$12.3M -$1.12M -2,517 -8%
FBC
2320
Fairfield, Bush & Co
Connecticut
$12.3M -$649K -1,453 -5%
NME
2321
Notis-McConarty Edward
$12.3M -$179K -401 -1%
OCM
2322
Once Capital Management
New York
$12.2M – – –
V
2323
VeraBank
Texas
$12.2M -$175K -391 -1%
KAS
2324
KPP Advisory Services
Kentucky
$12.2M +$69.3K +155 +0.6%
LI
2325
LRI Investments
Florida
$12.2M +$4.56M +10,204 +60%
91 92
93
94 95