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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 %
PWS
2551
Peloton Wealth Strategists
Indiana
$6.94M -$434K -1,275 -6%
SCP
2552
Steamboat Capital Partners
New York
$6.92M -$182K -533 -3%
SFG
2553
Snider Financial Group
Washington
$6.92M -$238K -698 -3%
OWA
2554
Octavia Wealth Advisors
Ohio
$6.9M -$147K -431 -2%
SC
2555
Slow Capital
California
$6.89M -$681K -2,000 -9%
BLC
2556
Brown, Lisle/Cummings
Rhode Island
$6.89M +$331K +971 +5%
KA
2557
Kercheville Advisors
Texas
$6.89M -$161K -473 -2%
SCA
2558
Scott Capital Advisors
Oregon
$6.89M -$553K -1,623 -7%
MPM
2559
MBB Public Markets
Illinois
$6.88M +$5.11M +14,999 +288%
PAMG
2560
Patton Albertson Miller Group
Tennessee
$6.88M -$611K -1,794 -8%
FCB
2561
First Command Bank
Texas
$6.87M +$216K +635 +3%
FCFS
2562
First Command Financial Services
Texas
$6.87M +$216K +635 +3%
HG
2563
Herbst Group
Connecticut
$6.87M -$194K -569 -3%
CIM
2564
Chiron Investment Management
New York
$6.87M +$2.26M +6,639 +49%
CA
2565
Cumberland Advisors
Florida
$6.86M -$684K -2,010 -9%
PWM
2566
Prosperity Wealth Management
California
$6.85M -$22.1K -65 -0.3%
AA
2567
Alta Advisers
United Kingdom
$6.84M – – –
CG
2568
Clarus Group
Texas
$6.83M +$672K +1,972 +11%
BOM
2569
Bank of Marin
California
$6.82M -$1.18M -3,460 -15%
APW
2570
Austin Private Wealth
Texas
$6.82M +$826K +2,426 +14%
IP
2571
Intellectus Partners
California
$6.82M -$303K -891 -4%
FUBT
2572
First United Bank & Trust
Maryland
$6.82M -$111K -325 -2%
CBFP
2573
Cedar Brook Financial Partners
Ohio
$6.81M +$201K +589 +3%
BOC
2574
Barbara Oil Co
Illinois
$6.81M – – –
TAM
2575
Telemark Asset Management
Massachusetts
$6.81M +$6.81M +20,000 New
101 102
103
104 105