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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 %
CF
2601
Clarity Financial
Texas
$4.51M -$5.42M -19,996 -55%
AIP
2602
Almanack Investment Partners
Pennsylvania
$4.51M -$225K -831 -5%
LFA
2603
Legacy Financial Advisors
Kentucky
$4.5M -$52.8K -195 -1%
WG
2604
Watchman Group
Texas
$4.5M +$84K +310 +2%
FNBOSM
2605
First National Bank of South Miami
Florida
$4.49M +$229K +847 +5%
GWM
2606
GSB Wealth Management
Connecticut
$4.48M +$53.1K +196 +1%
FA
2607
Fiducient Advisors
Illinois
$4.47M -$298K -1,100 -6%
CP
2608
Castleview Partners
Texas
$4.47M +$4.47M +16,506 New
MA
2609
MONECO Advisors
Connecticut
$4.47M -$750K -2,770 -14%
TI
2610
tru Independence
Oregon
$4.47M -$3.44M -12,711 -44%
CIA
2611
Citadel Investment Advisory
Ohio
$4.47M -$96.2K -355 -2%
CBT
2612
CoreFirst Bank & Trust
Kansas
$4.46M -$24.4K -90 -0.5%
MPPW
2613
Mitchell & Pahl Private Wealth
Oklahoma
$4.46M +$7.59K +28 +0.2%
FPCP
2614
Fort Point Capital Partners
California
$4.46M +$180K +663 +4%
SW
2615
SkyOak Wealth
Michigan
$4.45M +$63.4K +234 +1%
SJL
2616
Shayne & Jacobs LLC
Tennessee
$4.44M -$42K -155 -0.9%
CIP
2617
Capital Insight Partners
Arizona
$4.44M -$60.7K -224 -1%
WWM
2618
Wolff Wiese Magana
California
$4.43M +$128K +471 +3%
VWM
2619
Vigilare Wealth Management
Arizona
$4.42M +$210K +774 +5%
TNAM
2620
Terra Nova Asset Management
New York
$4.41M -$290K -1,069 -6%
BCM
2621
Bienville Capital Management
New York
$4.4M +$894K +3,300 +25%
LA
2622
Legacy Advisors
Pennsylvania
$4.4M -$92.4K -341 -2%
WI
2623
Wedgewood Investors
Pennsylvania
$4.4M -$81.3K -300 -2%
MSS
2624
Mitchell Sinkler & Starr
Pennsylvania
$4.39M +$108K +400 +3%
DFG
2625
Delphi Financial Group
Delaware
$4.39M – – –
103 104
105
106 107