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Microsoft
MSFT

Overview Fund Activity

3,957 hedge funds and large institutions have $1.48T invested in Microsoft in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,797 increasing their positions, 1,709 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,957
Holders Change
-21
Holders Change %
-0.53%
% of All Funds
69.08%
Holding in Top 10
2,135
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+3.39%
% of All Funds
37.27%
New
131
Increased
1,797
Reduced
1,709
Closed
98
Calls
$38.7B
Puts
$27.5B
Net Calls
+$11.2B
Net Calls Change
+$12.5B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.68B
2
Macquarie Group
Macquarie Group
Australia
+$2.54B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.62B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$835M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$802M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.52B
2
UBS AM
UBS AM
Illinois
-$3.36B
3
FP
Financial Perspectives
Minnesota
-$2.05B
4
Bank of America
Bank of America
North Carolina
-$1.83B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
2476
KWMG LLC
Kansas
$5.34M +$32.5K +117 +0.6%
OWA
2477
Octavia Wealth Advisors
Ohio
$5.34M +$252K +931 +5%
CSA
2478
Cottage Street Advisors
Massachusetts
$5.34M -$97.3K -359 -2%
WWA
2479
WC Walker & Associates
California
$5.34M +$188K +677 +4%
MIM
2480
Miller Investment Management
Pennsylvania
$5.34M – – –
BA
2481
Bennicas & Associates
California
$5.32M – – –
JGIA
2482
Jackson Grant Investment Advisers
Connecticut
$5.3M -$367K -1,356 -6%
SW
2483
SlateStone Wealth
Florida
$5.29M -$99.4K -367 -2%
BA
2484
Bluesphere Advisors
Pennsylvania
$5.28M +$202K +746 +4%
P3I
2485
Progeny 3 Inc
Washington
$5.28M +$11.1K +41 +0.2%
WAOTB
2486
Wealth Advisors of Tampa Bay
Florida
$5.26M +$83.4K +308 +2%
CNFG
2487
Creegan & Nassoura Financial Group
New Hampshire
$5.25M -$81.3K -300 -2%
CG
2488
Clarus Group
Texas
$5.23M -$207K -745 -4%
PAM
2489
Peninsula Asset Management
Florida
$5.23M +$95.9K +354 +2%
PFA
2490
Pure Financial Advisors
California
$5.22M +$50.4K +186 +1%
MIM
2491
Montgomery Investment Management
Maryland
$5.22M +$157K +580 +3%
RFN
2492
RDA Financial Network
Iowa
$5.22M +$19.5K +72 +0.4%
CMO
2493
Covenant Multifamily Offices
Texas
$5.21M +$1.44M +5,313 +38%
FFS
2494
Founders Financial Securities
Maryland
$5.21M +$149K +549 +3%
AC
2495
Amitell Capital
Singapore
$5.21M +$1.37M +5,052 +36%
GCM
2496
Geneva Capital Management
Wisconsin
$5.19M -$23.6K -87 -0.5%
CPIA
2497
Cornell Pochily Investment Advisors
New York
$5.19M +$128K +472 +3%
IIC
2498
Integrated Investment Consultants
Michigan
$5.18M +$601K +2,217 +13%
ANB
2499
Amarillo National Bank
Texas
$5.15M – – –
WAG
2500
Winthrop Advisory Group
Massachusetts
$5.15M -$225K -831 -4%
98 99
100
101 102