Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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Microsoft
MSFT
Market cap
$3.69T
Overview
Fund Trends
Fund Holders
496.37
USD
+4.66
0.95%
At close
Updated
Aug 26, 4:00 PM EDT
Pre-market
After hours
491.55
-4.82
0.97%
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
0.95%
5 days
2.7%
1 month
27.57%
3 months
19.31%
6 months
23.56%
Year to date
4.95%
1 year
-1.13%
5 years
65.96%
10 years
755.37%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
1751
PHIMC
1751
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
$4.44M
-$99.7K
-920
-2%
1752
TSWM
1752
Triangle Securities Wealth Management
Raleigh,
North Carolina
$4.44M
+$6.83K
+63
+0.2%
1753
JAM
1753
JCIC Asset Management
Toronto,
Ontario, Canada
$4.44M
+$34.7K
+320
+0.8%
1754
SFG
1754
SNS Financial Group
Minneapolis,
Minnesota
$4.42M
-$37.3K
-344
-0.9%
1755
BCM
1755
Brookmont Capital Management
Dallas,
Texas
$4.41M
-$8.24K
-76
-0.2%
1756
SEIA
1756
Signature Estate & Investment Advisors
Los Angeles,
California
$4.41M
+$3.48M
+32,129
+499%
1757
NAMP
1757
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
$4.41M
-$182K
-1,679
-4%
1758
PWAP
1758
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
$4.4M
+$7.91K
+73
+0.2%
1759
NWP
1759
Northstar Wealth Partners
West Hartford,
Connecticut
$4.4M
-$109K
-1,004
-3%
1760
FMLI
1760
Fukoku Mutual Life Insurance
Tokyo,
Japan
$4.4M
+$119K
+1,100
+3%
1761
MCWS
1761
McKinley Carter Wealth Services
Wheeling,
West Virginia
$4.39M
+$325K
+2,996
+8%
1762
RGIA
1762
Rainier Group Investment Advisory
Bellevue,
Washington
$4.39M
+$3.14K
+29
+0.1%
1763
1763
Carson Wealth (CWM LLC)
Omaha,
Nebraska
$4.37M
+$1.12M
+10,368
+37%
1764
WI
1764
WBI Investments
Red Bank,
New Jersey
$4.36M
-$5.59M
-51,556
-57%
1765
PRS
1765
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
$4.36M
-$36.6K
-338
-0.9%
1766
KWMG
1766
King Wealth Management Group
Naples,
Florida
$4.34M
+$176K
+1,623
+4%
1767
PWM
1767
Perigon Wealth Management
San Francisco,
California
$4.34M
+$1.71M
+15,738
+71%
1768
FIM
1768
Freedom Investment Management
Hartford,
Connecticut
$4.3M
-$809K
-7,462
-16%
1769
NCM
1769
Northwest Capital Management
Lake Oswego,
Oregon
$4.3M
+$1.01M
+9,351
+33%
1770
CCC
1770
Chelsea Counsel Company
Los Angeles,
California
$4.3M
+$753K
+6,943
+23%
1771
IWM
1771
IHT Wealth Management
Chicago,
Illinois
$4.29M
+$292K
+2,698
+8%
1772
TI
1772
TTP Investments
San Jose,
California
$4.28M
+$4.05M
+37,401
New
1773
HIS
1773
Horizon Investment Services
Hammond,
Indiana
$4.28M
+$4.05M
+37,403
New
1774
CNC
1774
Citizens & Northern Corp
Wellsboro,
Pennsylvania
$4.27M
-$26.9K
-248
-0.7%
1775
WPA
1775
Winning Points Advisors
Boca Raton,
Florida
$4.26M
-$32.5K
-300
-0.8%
1
69
70
71
72
73
117
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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