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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 %
ARMT
2651
Amica Retiree Medical Trust
Rhode Island
$6.38M -$407K -1,196 -6%
UAML
2652
US Asset Management LLC
Pennsylvania
$6.38M -$174K -512 -3%
AFG
2653
AFS Financial Group
Maryland
$6.38M +$169K +495 +3%
TWM
2654
Thrive Wealth Management
Pennsylvania
$6.38M -$876K -2,572 -12%
WR
2655
WD Rutherford
Oregon
$6.37M -$283K -830 -4%
PAM
2656
Paradigm Asset Management
New York
$6.37M -$3.68M -10,800 -37%
DCM
2657
Discovery Capital Management
Connecticut
$6.37M +$6.37M +18,700 New
T
2658
TCWP
Ohio
$6.36M -$1.06M -3,120 -14%
BA
2659
Bluesphere Advisors
Pennsylvania
$6.36M -$46.3K -136 -0.7%
MC
2660
Mathes Company
New York
$6.36M +$6.36M +18,662 New
NBT
2661
Northwest Bank & Trust
Iowa
$6.35M +$6.35M +18,649 New
PPP
2662
Private Portfolio Partners
New Jersey
$6.35M -$72.5K -213 -1%
HNW
2663
High Note Wealth
Minnesota
$6.33M +$1.52M +4,462 +32%
ACM
2664
Alpha Capital Management
Texas
$6.32M – – –
SOW
2665
State of Wyoming
Wyoming
$6.3M +$3.12M +9,151 +98%
FMTCOCP
2666
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.3M +$30.3K +89 +0.5%
BOS
2667
Bank of Stockton
California
$6.29M +$33.4K +98 +0.5%
BCM
2668
Bienville Capital Management
New York
$6.29M – – –
BGDI
2669
BW Gestao de Investimentos
Brazil
$6.29M +$306K +899 +5%
GP
2670
Geneva Partners
Wisconsin
$6.29M +$1.42M +4,158 +29%
MFC
2671
Mechanics Financial Corp
Ohio
$6.28M -$1.02K -3 -0%
CIP
2672
Capital Insight Partners
Arizona
$6.28M -$38.1K -112 -0.6%
BFG
2673
Beacon Financial Group
Texas
$6.28M -$35.5K -106 -0.6%
ISWM
2674
Independent Solutions Wealth Management
New York
$6.27M -$72.9K -214 -1%
MC
2675
Matisse Capital
Oregon
$6.27M +$341 +1 +0%
105 106
107
108 109