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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 %
TFA
2526
Teamwork Financial Advisors
Texas
$5.02M +$214K +790 +4%
LS
2527
Leelyn Smith
Illinois
$5.02M -$609K -2,247 -11%
RC
2528
Reik & Co
New York
$5.02M +$362K +1,335 +8%
IIM
2529
InTrack Investment Management
Vermont
$5.01M -$254K -915 -5%
BCM
2530
Boltwood Capital Management
California
$5M -$10K -37 -0.2%
RCM
2531
RB Capital Management
Nevada
$5M +$462K +1,706 +10%
GWMIA
2532
Global Wealth Management Investment Advisory
Florida
$5M +$124K +456 +3%
FAM
2533
Formidable Asset Management
Ohio
$4.99M -$8.05M -29,704 -62%
SPFA
2534
Summit Place Financial Advisors
New Jersey
$4.98M -$58K -214 -1%
TVWM
2535
Tower View Wealth Management
Wisconsin
$4.98M -$25.2K -93 -0.5%
PB
2536
Pinnacle Bancorp
Nebraska
$4.97M +$88.3K +326 +2%
AWA
2537
Arete Wealth Advisors
Illinois
$4.96M +$60.5K +329 +1%
MCM
2538
Marathon Capital Management
Maryland
$4.95M +$37.9K +140 +0.8%
PP
2539
Pacifica Partners
Canada
$4.95M +$15.9K +58 +0.3%
BHIC
2540
Bassett Hargrove Investment Counsel
Delaware
$4.95M +$4.95M +18,264 New
MJB
2541
Mark J. Bradley
$4.95M -$339K -1,250 -6%
PIMG
2542
Patriot Investment Management Group
Tennessee
$4.94M +$91.6K +338 +2%
SFO
2543
Standard Family Office
South Dakota
$4.94M +$176K +650 +4%
FC
2544
Forte Capital
New York
$4.93M +$417K +1,540 +9%
APG
2545
Abacus Planning Group
South Carolina
$4.93M -$387K -1,429 -7%
CFIA
2546
Cantor Fitzgerald Investment Advisors
New York
$4.92M +$4.37M +16,146 +807%
TF
2547
TRH Financial
Iowa
$4.91M +$533K +1,968 +12%
GA
2548
Geller Advisors
New York
$4.91M -$9.21K -34 -0.2%
PCG
2549
Private Capital Group
Connecticut
$4.91M +$24.7K +91 +0.5%
CTFG
2550
Capstone Triton Financial Group
Oklahoma
$4.91M -$89.4K -330 -2%
100 101
102
103 104