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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 %
FBFS
2951
First Business Financial Services
Wisconsin
$4.9M +$6.81K +20 +0.1%
SIC
2952
Sterling Investment Counsel
New York
$4.89M +$6.81K +20 +0.1%
HBW
2953
Hazlett, Burt & Watson
West Virginia
$4.89M +$151K +442 +3%
ESBC
2954
E.S. Barr & Co
Kentucky
$4.88M +$122K +357 +3%
RW
2955
REDW Wealth
New Mexico
$4.87M +$141K +415 +3%
PC
2956
Port Capital
Illinois
$4.87M +$119K +350 +3%
ASI
2957
Advisory Services & Investments
Oregon
$4.87M -$363K -1,067 -7%
CNWM
2958
Clay Northam Wealth Management
California
$4.86M -$53.5K -157 -1%
ATWA
2959
Arbor Trust Wealth Advisors
Michigan
$4.86M +$13.6K +40 +0.3%
WI
2960
Wedgewood Investors
Pennsylvania
$4.86M -$141K -415 -3%
BCM
2961
Bancreek Capital Management
California
$4.86M +$35.4K +104 +0.7%
GC
2962
Gould Capital
Washington
$4.85M -$216K -635 -4%
KA
2963
Kerrisdale Advisers
Florida
$4.84M -$266K -780 -5%
LRIA
2964
Leonard Rickey Investment Advisors
Washington
$4.84M -$91.3K -268 -2%
WW
2965
Waterfront Wealth
Kansas
$4.83M -$22.1K -63 -0.5%
MMHP
2966
Murphy Middleton Hinkle & Parker
Georgia
$4.82M -$207K -608 -4%
HSWM
2967
Hubbell Strickland Wealth Management
Louisiana
$4.81M -$324K -951 -6%
PP
2968
Patron Partners
Texas
$4.8M -$52.4K -154 -1%
BCFS
2969
Butensky & Cohen Financial Security
Florida
$4.8M -$502K -1,474 -9%
NERM
2970
New England Research & Management
Illinois
$4.8M -$533K -1,566 -10%
SP
2971
Successful Portfolios
Florida
$4.79M -$782K -2,296 -14%
VC
2972
Veracity Capital
Georgia
$4.79M +$327K +959 +7%
MAS
2973
Madden Advisory Services
Florida
$4.78M +$4.77K +14 +0.1%
LWM
2974
Lodestone Wealth Management
Washington
$4.78M -$37.5K -110 -0.8%
CFD
2975
Creative Financial Designs
Indiana
$4.78M -$377K -1,106 -7%
117 118
119
120 121