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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 %
SWA
2326
Sax Wealth Advisors
New Jersey
$12.1M +$839K +1,990 +7%
OM
2327
OV Management
Minnesota
$12.1M +$735K +1,744 +6%
PCA
2328
Prosperity Capital Advisors
Ohio
$12.1M +$934K +2,216 +8%
AW
2329
Atlas Wealth
Ohio
$12.1M -$122K -290 -1%
KFI
2330
Key Financial Inc
Pennsylvania
$12.1M -$379K -900 -3%
TIA
2331
Tiemann Investment Advisors
California
$12.1M -$196K -465 -2%
ESB
2332
Essex Savings Bank
Connecticut
$12M +$28.2K +67 +0.2%
LSWM
2333
Lorne Steinberg Wealth Management
Canada
$12M +$72.5K +172 +0.6%
FBT
2334
First Bankers Trust
Kentucky
$12M +$194K +461 +2%
PAMG
2335
Patton Albertson Miller Group
Tennessee
$12M +$344K +816 +3%
JC
2336
JB Capital
Connecticut
$12M +$236K +561 +2%
SF
2337
Slagle Financial
Illinois
$12M +$948K +2,250 +9%
CCM
2338
Cinctive Capital Management
New York
$12M +$12M +28,387 New
SAM
2339
Secure Asset Management
Michigan
$11.9M +$1.04M +2,458 +9%
ACM
2340
Argyle Capital Management
Pennsylvania
$11.9M +$8.01K +19 +0.1%
FAG
2341
Fortitude Advisory Group
Washington
$11.9M -$86K -204 -0.7%
CCFM
2342
Clear Creek Financial Management
Washington
$11.9M +$355K +843 +3%
CFGW
2343
Chancellor Financial Group WB
Pennsylvania
$11.9M +$11.9M +28,306 New
TCOO
2344
Trust Company of Oklahoma
Oklahoma
$11.9M +$299K +709 +3%
CCAM
2345
Cascades Capital Asset Management
North Carolina
$11.9M +$142K +338 +1%
HI
2346
Harrington Investments
California
$11.9M +$104K +246 +0.9%
BIA
2347
Beacon Investment Advisors
Maryland
$11.9M +$121K +286 +1%
RFN
2348
RDA Financial Network
Iowa
$11.9M +$1.13M +2,687 +11%
DWP
2349
Destiny Wealth Partners
Florida
$11.8M +$492K +1,168 +4%
KCM
2350
Kathmere Capital Management
Pennsylvania
$11.8M +$2.24M +5,325 +23%
92 93
94
95 96