MSFT icon

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 %
PIA
2951
Pinion Investment Advisors
Kansas
$2.87M +$269K +993 +10%
SIC
2952
Samalin Investment Counsel
New York
$2.87M +$47.7K +176 +2%
QWM
2953
QP Wealth Management
New Jersey
$2.87M -$139K -512 -5%
ECAM
2954
East Coast Asset Management
Massachusetts
$2.87M +$63.7K +235 +2%
MWPCG
2955
Measured Wealth Private Client Group
New Hampshire
$2.86M +$119K +439 +4%
HCP
2956
Hexagon Capital Partners
Arkansas
$2.86M -$86.9K -321 -3%
FP
2957
Fiduciary Planning
Florida
$2.85M -$1.19M -4,410 -30%
OPOWM
2958
One Plus One Wealth Management
Florida
$2.85M -$395K -1,457 -12%
CCG
2959
Cloverfields Capital Group
Minnesota
$2.85M +$599K +2,209 +27%
ACA
2960
Affinity Capital Advisors
California
$2.85M +$559K +2,062 +24%
BI
2961
Ballast Inc
Kentucky
$2.84M -$10.3K -38 -0.4%
LB
2962
Legacy Bridge
Iowa
$2.82M -$23K -85 -0.8%
MPW
2963
MA Private Wealth
California
$2.81M -$624K -2,303 -18%
FDS
2964
First Dallas Securities
Texas
$2.81M +$569K +2,099 +25%
NCM
2965
Nellore Capital Management
California
$2.8M – – –
CC
2966
Colrain Capital
Massachusetts
$2.8M -$3.54M -13,054 -56%
OFG
2967
Oxford Financial Group
Indiana
$2.8M -$448K -1,652 -14%
ACM
2968
Ativo Capital Management
Illinois
$2.8M -$378K -1,396 -12%
GIM
2969
Guild Investment Management
California
$2.79M +$11.4K +42 +0.4%
GPWA
2970
Great Point Wealth Advisors
Massachusetts
$2.79M -$78.8K -291 -3%
IF
2971
IRON Financial
Illinois
$2.79M -$15.2K -56 -0.5%
PSC
2972
Prentiss Smith & Co
Vermont
$2.78M -$271K -1,000 -9%
RB
2973
Renasant Bank
Mississippi
$2.78M -$524K -1,933 -16%
SJIM
2974
St. Johns Investment Management
Florida
$2.78M -$67.4K -249 -2%
VFP
2975
Verus Financial Partners
Virginia
$2.77M -$23.7K -85 -0.8%
117 118
119
120 121