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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 %
LWA
2726
Lineweaver Wealth Advisors
Ohio
$5.96M -$85.5K -251 -1%
SRSA
2727
S.R. Schill & Associates
Washington
$5.96M -$95.7K -281 -2%
UFG
2728
United Fire Group
Iowa
$5.96M -$1.7M -5,000 -22%
FPA
2729
First Pacific Advisors
California
$5.96M -$1.57M -4,600 -21%
CCG
2730
Cloverfields Capital Group
Minnesota
$5.96M +$261K +767 +5%
SF
2731
Slagle Financial
Illinois
$5.95M +$5.95M +17,468 New
HT
2732
Headlands Technologies
Illinois
$5.94M +$5.34M +15,669 +880%
GI
2733
GS Investments
Minnesota
$5.94M -$293K -860 -5%
WCM
2734
Wunderlich Capital Managemnt
Tennessee
$5.94M -$16.3K -48 -0.3%
HWA
2735
HHM Wealth Advisors
Tennessee
$5.92M +$2.72K +8 +0%
BBWA
2736
Bell & Brown Wealth Advisors
California
$5.91M +$387K +1,136 +7%
WAAG
2737
Wealth Alliance Advisory Group
Kansas
$5.91M -$84.5K -248 -1%
RC
2738
Reik & Co
New York
$5.91M -$84.1K -247 -1%
CAL
2739
Capital Advisors Ltd
Ohio
$5.91M +$1.05M +3,076 +22%
HWP
2740
Highline Wealth Partners
California
$5.9M +$681 +2 +0%
IA
2741
Insight Advisors
Pennsylvania
$5.89M -$19.1K -56 -0.3%
DCM
2742
DGS Capital Management
New Jersey
$5.89M +$322K +945 +6%
BCM
2743
Boltwood Capital Management
California
$5.88M -$88.5K -260 -1%
TWI
2744
Thomas White International
Illinois
$5.88M – – –
SW
2745
StrongBox Wealth
Missouri
$5.88M -$154K -453 -3%
PVM
2746
Palogic Value Management
Texas
$5.88M -$102K -300 -2%
EWM
2747
Evermay Wealth Management
Virginia
$5.87M +$123K +360 +2%
WIM
2748
Wittenberg Investment Management
Massachusetts
$5.87M -$458K -1,345 -7%
APF
2749
Alaska Permanent Fund
Alaska
$5.86M +$5.86M +17,197 New
KWM
2750
Kolinsky Wealth Management
New Jersey
$5.85M +$413K +1,233 +8%
108 109
110
111 112