MSFT icon

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 %
SAG
2651
Spotlight Asset Group
Illinois
$4.25M -$22.2K -82 -0.5%
AA
2652
Armor Advisors
New York
$4.25M -$7.61M -28,093 -64%
DFG
2653
Demars Financial Group
Washington
$4.24M +$145K +534 +4%
AWA
2654
Alta Wealth Advisors
Massachusetts
$4.23M -$45K -166 -1%
BCFS
2655
Butensky & Cohen Financial Security
Florida
$4.23M -$37.4K -138 -0.9%
AMIM
2656
Aull & Monroe Investment Management
Alabama
$4.23M – – –
DACS
2657
Dymon Asia Capital (Singapore)
Singapore
$4.23M +$1.98M +7,300 +88%
MMHP
2658
Murphy Middleton Hinkle & Parker
Georgia
$4.22M -$89.7K -331 -2%
CA
2659
Capital Advantage
California
$4.22M -$9.21K -34 -0.2%
CPSC
2660
Carl P. Sherr & Co
Massachusetts
$4.22M +$43.6K +161 +1%
SWA
2661
Sax Wealth Advisors
New Jersey
$4.22M -$158K -584 -4%
AIS
2662
AM Investment Strategies
Tennessee
$4.22M +$684K +2,523 +19%
CAM
2663
Cozad Asset Management
Illinois
$4.21M -$493K -1,820 -10%
EWM
2664
Evermay Wealth Management
Virginia
$4.2M -$170K -627 -4%
PCM
2665
Perkins Capital Management
Minnesota
$4.2M – – –
TCWM
2666
Total Clarity Wealth Management
Illinois
$4.2M +$450K +1,660 +12%
SAA
2667
Southeast Asset Advisors
Georgia
$4.19M -$209K -771 -5%
KWA
2668
KCS Wealth Advisory
California
$4.19M +$481K +1,776 +13%
SIC
2669
Shoker Investment Counsel
Ohio
$4.19M -$3.79K -14 -0.1%
ACM
2670
Ashford Capital Management
Delaware
$4.18M -$2.17K -8 -0.1%
RCG
2671
Rock Creek Group
District of Columbia
$4.17M +$1.13M +4,159 +37%
RCIM
2672
Red Cedar Investment Management
Michigan
$4.16M – – –
AC
2673
Addison Capital
Pennsylvania
$4.16M +$822K +3,036 +25%
FC
2674
Financial Consulate
Maryland
$4.16M -$1.63K -6 -0%
WOC
2675
West Oak Capital
California
$4.16M -$25.2K -93 -0.6%
105 106
107
108 109