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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 %
OM
2376
OV Management
Minnesota
$11.6M +$111K +248 +1%
MWA
2377
Monograph Wealth Advisors
California
$11.6M +$1.69M +3,775 +17%
NC
2378
NovaPoint Capital
Georgia
$11.6M -$124K -278 -1%
KC
2379
Kingfisher Capital
North Carolina
$11.5M +$41.1K +92 +0.4%
PAA
2380
Peregrine Asset Advisers
Oregon
$11.5M -$375K -846 -3%
BAM
2381
BOCHK Asset Management
Hong Kong
$11.5M +$2.27M +5,080 +25%
NAG
2382
Northstar Advisory Group
New Jersey
$11.5M +$167K +374 +1%
MA
2383
Mezzasalma Advisors
New Jersey
$11.5M +$898K +2,010 +8%
PP
2384
Pacifica Partners
Canada
$11.5M -$461K -1,001 -4%
BBNA
2385
Bremer Bank National Association
Minnesota
$11.5M -$1.06M -2,371 -8%
GP
2386
Geneva Partners
Wisconsin
$11.5M +$829K +1,855 +8%
PCA
2387
Prosperity Capital Advisors
Ohio
$11.5M -$1.27M -2,843 -10%
CBB
2388
Citizens Business Bank
California
$11.5M -$1.1M -2,468 -9%
EFSCE
2389
Enterprise Financial Services Corp (EFSC)
Missouri
$11.5M -$266K -595 -2%
SC
2390
Sawyer & Company
Massachusetts
$11.5M -$40.7K -91 -0.4%
FIC
2391
FCG Investment Company
Tennessee
$11.4M +$380K +851 +3%
LF
2392
Lantz Financial
Illinois
$11.4M -$663K -1,484 -5%
MCM
2393
Marathon Capital Management
Maryland
$11.4M +$453K +1,014 +4%
HA
2394
Harbor Advisors
Florida
$11.4M – – –
FCA
2395
FinTrust Capital Advisors
South Carolina
$11.4M +$158K +353 +1%
WCM
2396
Wisconsin Capital Management
Wisconsin
$11.4M -$126K -282 -1%
SC
2397
Settian Capital
New York
$11.3M – – –
PO
2398
Private Ocean
California
$11.3M +$201K +449 +2%
CIM
2399
CIM Investment Management
Pennsylvania
$11.3M -$129K -288 -1%
CPW
2400
Cove Private Wealth
New York
$11.3M -$386K -863 -3%
94 95
96
97 98