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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 %
GA
2676
Gateway Advisory
New Jersey
$6.27M -$139K -408 -2%
APG
2677
Abacus Planning Group
South Carolina
$6.27M +$123K +361 +2%
WMA
2678
West Michigan Advisors
Michigan
$6.26M +$209K +615 +3%
MCA
2679
MSH Capital Advisors
Arizona
$6.26M -$156K -457 -2%
BMC
2680
Beaton Management Company
Massachusetts
$6.26M -$40.9K -120 -0.6%
AFG
2681
Atomi Financial Group
New York
$6.26M +$738K +2,166 +13%
AIM
2682
Aspen Investment Management
Michigan
$6.24M +$491K +1,443 +9%
OGC
2683
Oak Grove Capital
New Hampshire
$6.24M +$301K +884 +5%
UBG
2684
United Bank (Georgia)
Georgia
$6.24M -$437K -1,284 -7%
CCM
2685
Connective Capital Management
California
$6.23M – – –
CAMV
2686
Concord Asset Management (Virginia)
Virginia
$6.23M +$255K +749 +4%
SNBOSCI
2687
Security National Bank of Sioux City Iowa
Iowa
$6.22M +$6.22M +18,260 New
NG
2688
NWK Group
California
$6.21M -$127K -374 -2%
OIA
2689
Optimum Investment Advisors
Illinois
$6.2M +$64.7K +190 +1%
V
2690
ViaWealth
Kansas
$6.2M -$33.4K -98 -0.5%
SFG
2691
Synergy Financial Group
California
$6.17M -$28.3K -83 -0.5%
MWVC
2692
Morgens Waterfall Vintiadis & Co
New York
$6.16M -$204K -600 -3%
PAM
2693
Peninsula Asset Management
Florida
$6.16M -$19.8K -58 -0.3%
SPWM
2694
Schrum Private Wealth Management
Florida
$6.16M -$1.36K -4 -0%
RCA
2695
Ranch Capital Advisors
Florida
$6.16M -$282K -828 -4%
SAM
2696
Secure Asset Management
Michigan
$6.15M +$24.2K +71 +0.4%
JGIA
2697
Jackson Grant Investment Advisers
Connecticut
$6.14M -$605K -1,777 -9%
IF
2698
Intrua Financial
Texas
$6.14M +$979K +2,876 +19%
BWS
2699
Buck Wealth Strategies
Colorado
$6.12M -$742K -2,178 -11%
RA
2700
RiverPark Advisors
New York
$6.12M -$616K -1,808 -9%
106 107
108
109 110