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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 %
SWA
2876
Sax Wealth Advisors
New Jersey
$5.2M -$350K -1,029 -6%
KIG
2877
Kowal Investment Group
Wisconsin
$5.2M -$172K -506 -3%
CWP
2878
Curated Wealth Partners
California
$5.2M -$130K -383 -2%
BRC
2879
Bishop Rock Capital
New York
$5.19M -$515K -1,512 -9%
CST
2880
Charles Schwab Trust
Nevada
$5.19M -$8.87K -27 -0.2%
WWM
2881
Wolff Wiese Magana
California
$5.19M +$23.8K +70 +0.5%
AIM
2882
Athena Investment Management
California
$5.19M -$280K -823 -5%
TIM
2883
Thornburg Investment Management
New Mexico
$5.18M -$10.7M -31,430 -67%
NSB
2884
Norway Savings Bank
Maine
$5.18M +$8.51K +25 +0.2%
AFG
2885
ABLE Financial Group
Arizona
$5.18M +$297K +873 +6%
RGI
2886
River Global Investors
United Kingdom
$5.18M +$824K +2,420 +19%
CTFG
2887
Capstone Triton Financial Group
Oklahoma
$5.17M +$8.51K +25 +0.2%
AAA
2888
Adams Asset Advisors
Texas
$5.17M -$1.17M -3,436 -18%
BHCM
2889
Brevan Howard Capital Management
Jersey
$5.16M -$3.52M -10,342 -41%
W
2890
WealthOne
New York
$5.16M +$415K +1,218 +9%
HA
2891
Harfst & Associates
Wyoming
$5.15M -$12.3K -36 -0.2%
PAG
2892
Powers Advisory Group
Illinois
$5.15M +$40.5K +119 +0.8%
PWMG
2893
Pinnacle Wealth Management Group
Michigan
$5.14M -$396K -1,163 -7%
CIA
2894
Citadel Investment Advisory
Ohio
$5.14M -$38.1K -112 -0.7%
PHIMC
2895
Private Harbour Investment Management & Counsel
Ohio
$5.13M -$120K -351 -2%
WCFA
2896
Walkner Condon Financial Advisors
Wisconsin
$5.12M +$195K +573 +4%
HFA
2897
Harbert Fund Advisors
Alabama
$5.11M +$2.13M +6,250 +71%
M2MC
2898
Matthew 25 Management Corp
Pennsylvania
$5.11M +$5.11M +15,000 New
HWM
2899
Hemington Wealth Management
Virginia
$5.09M -$187K -548 -4%
DA
2900
Dover Advisors
Virginia
$5.09M -$4.93M -14,478 -49%
114 115
116
117 118