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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 %
SCP
2351
Sandhill Capital Partners
New York
$11.9M -$229K -513 -2%
HWMG
2352
Hurlow Wealth Management Group
Indiana
$11.8M -$96.1K -215 -0.8%
LMKC
2353
L.M. Kohn & Company
Ohio
$11.8M -$449K -1,004 -4%
LAIC
2354
Lederer & Associates Investment Counsel
California
$11.8M -$470K -1,051 -4%
PMFA
2355
Plante Moran Financial Advisors
Michigan
$11.8M +$349K +781 +3%
BFA
2356
Buttonwood Financial Advisors
Maryland
$11.8M -$1.58M -3,528 -12%
CCA
2357
Childress Capital Advisors
Texas
$11.8M +$243K +544 +2%
S
2358
SimplyRich
California
$11.8M – – –
PP
2359
Pegasus Partners
Wisconsin
$11.7M -$1M -2,246 -8%
BIM
2360
Barton Investment Management
Pennsylvania
$11.7M – – –
XT
2361
XTX Topco
Cayman Islands
$11.7M +$8.55M +19,120 +271%
HA
2362
Hamel Associates
New Jersey
$11.7M -$80K -179 -0.7%
HR
2363
Hardy Reed
Mississippi
$11.7M +$9.5M +21,265 +436%
SFI
2364
SPC Financial Inc
Maryland
$11.7M +$440K +984 +4%
AA
2365
Advisory Alpha
Michigan
$11.6M +$1.69M +3,773 +17%
MCM
2366
McDonough Capital Management
Florida
$11.6M +$270K +605 +2%
LCM
2367
Liberty Capital Management
Michigan
$11.6M +$240K +536 +2%
MA
2368
MYDA Advisors
New York
$11.6M +$4.02M +9,000 +53%
DWM
2369
Dynasty Wealth Management
Florida
$11.6M +$408K +912 +4%
HIM
2370
Herald Investment Management
United Kingdom
$11.6M -$447K -1,000 -4%
HAM
2371
Harmony Asset Management
Arizona
$11.6M +$1.03M +2,297 +10%
FWC
2372
First Washington Corp
Washington
$11.6M -$1.24M -2,783 -10%
CSPAM
2373
Cary Street Partners Asset Management
Virginia
$11.6M +$826K +1,849 +8%
ESB
2374
Essex Savings Bank
Connecticut
$11.6M -$507K -1,134 -4%
DJYG
2375
David J. Yvars Group
Florida
$11.6M +$225K +504 +2%
93 94
95
96 97