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Microsoft
MSFT

Overview Fund Activity

4,777 hedge funds and large institutions have $1.79T invested in Microsoft in 2023 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 1,768 increasing their positions, 2,478 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,777
Holders Change
+94
Holders Change %
+2.01%
% of All Funds
75.34%
Holding in Top 10
2,668
Holding in Top 10 Change
+159
Holding in Top 10 Change %
+6.34%
% of All Funds
42.08%
New
217
Increased
1,768
Reduced
2,478
Closed
82
Calls
$39.4B
Puts
$37.2B
Net Calls
+$2.2B
Net Calls Change
-$688M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.27B
3
Barclays
Barclays
United Kingdom
+$2.42B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.28B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$82.5B
2
Bank of America
Bank of America
North Carolina
-$3.18B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.09B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.94B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
2526
Regency Capital Management
Hawaii
$7.12M +$183K +536 +3%
FFA
2527
Fairfield Financial Advisors
Massachusetts
$7.11M -$117K -344 -2%
KWS
2528
Keystone Wealth Services
California
$7.11M +$49.7K +146 +0.7%
AFA
2529
Abacus FCF Advisors
Florida
$7.09M +$315K +924 +5%
PP
2530
Pacifica Partners
Canada
$7.08M -$429K -1,268 -6%
SVI
2531
Strategic Vision Investment
Hong Kong
$7.07M -$28.8M -84,500 -80%
CCM
2532
Cinctive Capital Management
New York
$7.07M +$5.45M +16,016 +338%
WMA
2533
Wealth Management Associates
New Jersey
$7.06M -$176K -516 -2%
WI
2534
WBI Investments
New Jersey
$7.06M +$7.06M +20,722 New
CHP
2535
Cable Hill Partners
Oregon
$7.05M -$98.8K -290 -1%
KMWM
2536
Keudell/Morrison Wealth Management
Oregon
$7.05M -$183K -538 -3%
FNA
2537
First National Advisers
Nebraska
$7.03M +$1.09M +3,215 +18%
CWM
2538
CCG Wealth Management
California
$7.03M +$9.2K +27 +0.1%
WE
2539
Wealth Effects
Massachusetts
$7.02M -$350K -1,027 -5%
SNBOSD
2540
Security National Bank of So Dak
Iowa
$7.02M +$7.02M +20,607 New
FA
2541
Financial Advisors
Massachusetts
$7.01M +$55.8K +164 +0.8%
PIM
2542
Platinum Investment Management
Australia
$7M – – –
CPIA
2543
Cornell Pochily Investment Advisors
New York
$7M -$51.4K -151 -0.7%
LCM
2544
Legato Capital Management
California
$6.99M -$1.67M -4,890 -19%
PIN
2545
Prudent Investors Network
California
$6.99M -$268K -786 -4%
SCM
2546
Sandler Capital Management
New York
$6.96M -$8.15M -23,929 -54%
GA
2547
GraniteShares Advisors
New York
$6.96M -$485K -1,425 -7%
NWM
2548
Northcape Wealth Management
New York
$6.95M -$108K -316 -2%
RFG
2549
RFP Financial Group
Georgia
$6.94M +$5.84M +17,167 +529%
UAM
2550
Unison Asset Management
Florida
$6.94M +$8.51K +25 +0.1%
100 101
102
103 104