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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 %
GLLW
2776
Graves Light Lenhart Wealth
Virginia
$5.71M +$399K +1,171 +8%
FPF
2777
First Pacific Financial
Washington
$5.71M -$235K -690 -4%
SL
2778
Sonnipe Ltd
Isle Of Man
$5.69M – – –
CWM
2779
Centurion Wealth Management
Virginia
$5.69M -$40.5K -119 -0.7%
LCM
2780
Lattice Capital Management
Washington
$5.69M – – –
TVWM
2781
Tower View Wealth Management
Wisconsin
$5.68M -$590K -1,733 -9%
GCGDR
2782
Geo Capital Gestora de Recursos
Brazil
$5.68M -$3.37M -9,903 -37%
NCM
2783
Noesis Capital Mangement
Florida
$5.66M -$163K -478 -3%
HAC
2784
Harbor Advisory Corp
New Hampshire
$5.66M +$46.3K +136 +0.8%
CCM
2785
Cox Capital Management
Massachusetts
$5.65M -$188K -553 -3%
PMA
2786
Prudent Man Advisors
Illinois
$5.64M -$82.7K -243 -1%
AWM
2787
Atticus Wealth Management
Florida
$5.64M -$118K -346 -2%
CIA
2788
Cohen Investment Advisors
New Hampshire
$5.63M -$683K -2,007 -11%
CP
2789
CenterBook Partners
Connecticut
$5.62M -$213K -626 -4%
BCG
2790
Breakwater Capital Group
New Jersey
$5.62M +$1.26M +3,692 +29%
JF
2791
JSF Financial
California
$5.62M -$133K -390 -2%
CA
2792
Capital Advantage
California
$5.62M +$197K +595 +4%
BZWA
2793
Blue Zone Wealth Advisors
California
$5.62M +$29.6K +87 +0.5%
JGGDR
2794
JGP Global Gestao de Recursos
Brazil
$5.62M +$5.62M +16,500 New
TWA
2795
Trellis Wealth Advisors
California
$5.61M +$31K +91 +0.6%
RIM
2796
Redwood Investment Management
Arizona
$5.61M -$168K -493 -3%
FIM
2797
Fernwood Investment Management
Massachusetts
$5.6M +$1.53M +4,846 +38%
BWM
2798
Baystate Wealth Management
Massachusetts
$5.6M +$192K +563 +4%
VCM
2799
Vivaldi Capital Management
Illinois
$5.57M +$87.5K +257 +2%
BGIM
2800
Boussard & Gavaudan Investment Management
United Kingdom
$5.57M +$5.57M +16,376 New
110 111
112
113 114