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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 %
IFO
2576
Intrepid Family Office
Florida
$6.81M +$6.81M +20,000 New
ACM
2577
Alcosta Capital Management
California
$6.8M -$11.6K -34 -0.2%
CPSC
2578
Carl P. Sherr & Co
Massachusetts
$6.79M +$39.8K +117 +0.6%
LFG
2579
Larson Financial Group
Missouri
$6.79M +$209K +615 +3%
BRA
2580
Bender Robert & Associates
California
$6.79M +$219K +642 +3%
KWA
2581
KCS Wealth Advisory
California
$6.79M +$49K +144 +0.7%
MAA
2582
Mraz Amerine & Associates
California
$6.77M -$266K -782 -4%
TCPG
2583
Trivant Custom Portfolio Group
California
$6.77M +$78K +229 +1%
RWM
2584
RBA Wealth Management
California
$6.76M -$54.5K -160 -0.8%
HPWA
2585
Hall Private Wealth Advisors
North Carolina
$6.76M +$5.07M +14,887 +300%
ARC
2586
Advisor Resource Council
Texas
$6.75M -$4.31M -12,643 -39%
SAM
2587
SignalPoint Asset Management
Missouri
$6.73M -$37.1K -109 -0.5%
MIM
2588
MTM Investment Management
South Carolina
$6.73M -$508K -1,491 -7%
PI
2589
Pettee Investors
Connecticut
$6.72M – – –
CH
2590
Canton Hathaway
Rhode Island
$6.72M – – –
SOAMC
2591
Spirit of America Management Corp
New York
$6.7M -$51.1K -150 -0.8%
AW
2592
Alaethes Wealth
Nevada
$6.7M -$371K -1,088 -5%
GHAM
2593
Gilman Hill Asset Management
Connecticut
$6.69M +$137K +402 +2%
ECM
2594
EagleClaw Capital Management
Massachusetts
$6.69M -$642K -1,885 -9%
FWA
2595
FSM Wealth Advisors
Ohio
$6.68M -$105K -315 -2%
MW
2596
MBL Wealth
North Carolina
$6.67M +$245K +720 +4%
DIS
2597
Diversified Investment Strategies
Louisiana
$6.67M -$69.8K -205 -1%
DC
2598
DeDora Capital
California
$6.66M +$65.4K +192 +1%
RI
2599
Redwood Investments
Massachusetts
$6.66M -$292K -858 -4%
LCM
2600
LCM Capital Management
Illinois
$6.66M +$106K +311 +2%
102 103
104
105 106