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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 %
IRC
2826
Investors Research Corp
Georgia
$3.46M +$13.5K +50 +0.4%
FA
2827
FMA Advisory
Pennsylvania
$3.45M -$114K -420 -3%
AA
2828
Altman Advisors
Illinois
$3.45M +$159K +553 +5%
W
2829
Wealthquest
Ohio
$3.44M +$59.1K +218 +2%
HWA
2830
HHM Wealth Advisors
Tennessee
$3.44M +$107K +395 +3%
TCM
2831
Tributary Capital Management
Nebraska
$3.43M -$100K -370 -3%
MCA
2832
Magnolia Capital Advisors
Mississippi
$3.43M +$3.43M +12,657 New
SHA
2833
Seneca House Advisors
Virginia
$3.41M +$21.7K +80 +0.6%
PWM
2834
Palumbo Wealth Management
New York
$3.41M -$4.34K -16 -0.1%
NWA
2835
New World Advisors
Massachusetts
$3.41M +$1.71M +6,326 +101%
GAM
2836
Gemmer Asset Management
California
$3.39M +$49.8K +184 +1%
CAL
2837
Capital Advisors Ltd
Ohio
$3.39M -$16.3K -60 -0.5%
BSAM
2838
Blue Square Asset Management
New York
$3.39M +$170K +626 +5%
WAM
2839
WealthTrust Asset Management
Florida
$3.39M +$3.39M +12,501 New
ESBC
2840
E.S. Barr & Co
Kentucky
$3.39M +$264K +973 +8%
IFS
2841
Ifrah Financial Services
Arkansas
$3.38M -$106K -390 -3%
CSWG
2842
Cardinal Strategic Wealth Guidance
Kentucky
$3.37M -$60.7K -224 -2%
GM
2843
Granger Management
New York
$3.37M – – –
LIG
2844
Lokken Investment Group
Delaware
$3.37M +$147K +543 +5%
ML
2845
McAdam LLC
Pennsylvania
$3.36M +$2.08M +7,249 +161%
BWCS
2846
Beirne Wealth Consulting Services
Connecticut
$3.36M +$133K +493 +4%
EM
2847
ELCO Management
New York
$3.35M +$277K +1,024 +9%
SFA
2848
Semmax Financial Advisors
North Carolina
$3.33M +$68.3K +252 +2%
WCFA
2849
Walkner Condon Financial Advisors
Wisconsin
$3.31M -$2.17K -8 -0.1%
SIA
2850
SkyView Investment Advisors
New Jersey
$3.31M – – –
112 113
114
115 116