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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 %
FBFS
2801
First Business Financial Services
Wisconsin
$3.56M +$332K +1,224 +10%
PPP
2802
Private Portfolio Partners
New Jersey
$3.55M +$393K +1,451 +12%
RHP
2803
Royal Harbor Partners
Texas
$3.54M +$127K +469 +4%
HSWM
2804
Hubbell Strickland Wealth Management
Louisiana
$3.54M -$20K -74 -0.6%
JWM
2805
Jeppson Wealth Management
California
$3.53M +$1.36K +5 +0%
VCM
2806
Vivaldi Capital Management
Illinois
$3.53M -$363K -1,238 -9%
MWVC
2807
Morgens Waterfall Vintiadis & Co
New York
$3.52M -$786K -2,900 -18%
PFA
2808
Paradigm Financial Advisors
Missouri
$3.52M -$7.32K -27 -0.2%
PCA
2809
Peddock Capital Advisors
Massachusetts
$3.52M +$53.9K +189 +2%
SMA
2810
Sage Mountain Advisors
Georgia
$3.52M +$787K +2,904 +29%
PWM
2811
Prentice Wealth Management
New York
$3.52M +$66.6K +246 +2%
PG
2812
Proffitt & Goodson
Tennessee
$3.51M -$53.9K -199 -2%
AWM
2813
Arbor Wealth Management
Florida
$3.51M +$434K +1,604 +14%
TFM
2814
TFC Financial Management
Massachusetts
$3.51M -$58.8K -217 -2%
SCA
2815
St. Clair Advisors
Ohio
$3.51M +$163K +603 +5%
MFG
2816
Menard Financial Group
Texas
$3.51M -$111K -410 -3%
DI
2817
Disciplined Investments
Oklahoma
$3.51M -$542 -2 -0%
TA
2818
Tectonic Advisors
Texas
$3.5M -$278K -1,026 -7%
QCIG
2819
Quad-Cities Investment Group
Iowa
$3.5M -$73.2K -270 -2%
CAN
2820
Claraphi Advisory Network
United States
$3.49M -$345K -1,274 -9%
SSG
2821
Summit Securities Group
New York
$3.49M -$1.9M -7,015 -35%
AWCI
2822
Alpine Woods Capital Investors
New York
$3.48M +$37.4K +138 +1%
BSSFA
2823
Baron Silver Stevens Financial Advisors
Florida
$3.48M +$838K +3,095 +32%
IWA
2824
Intercontinental Wealth Advisors
Texas
$3.48M +$461K +1,703 +15%
BC
2825
BIT Capital
Germany
$3.46M -$1.36M -5,026 -28%
111 112
113
114 115