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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 %
LWM
3026
Loveless Wealth Management
Montana
$2.52M +$56.9K +210 +2%
SCM
3027
Sterneck Capital Management
Missouri
$2.52M -$378K -1,320 -13%
AWA
3028
AmeriServ Wealth Advisors
Pennsylvania
$2.5M -$19.2K -71 -0.8%
SFG
3029
Sowa Financial Group
Rhode Island
$2.5M -$54.2K -200 -2%
PTC
3030
Provident Trust Company
Wisconsin
$2.49M -$677K -2,500 -21%
RWI
3031
Red Wave Investments
Pennsylvania
$2.49M +$24.1K +89 +1%
ITIM
3032
Indiana Trust & Investment Management
Indiana
$2.49M +$70.1K +315 +3%
SDH
3033
Sloy Dahl & Holst
Washington
$2.48M -$235K -866 -9%
AAM
3034
Autus Asset Management
Arizona
$2.48M -$52.5K -194 -2%
GWI
3035
Grace & White Inc
New York
$2.48M – – –
HFG
3036
Heron Financial Group
New York
$2.48M -$109K -404 -4%
BCA
3037
Bernzott Capital Advisors
California
$2.47M -$377K -1,390 -13%
MFW
3038
Mosaic Family Wealth
Missouri
$2.47M -$64.2K -237 -3%
HP
3039
HT Partners
Connecticut
$2.46M -$16.3K -60 -0.7%
SWMP
3040
Signature Wealth Management Partners
New Jersey
$2.46M – – –
RWG
3041
Regal Wealth Group
California
$2.45M -$245K -905 -9%
AP
3042
Adero Partners
California
$2.45M +$76.4K +282 +3%
SAF
3043
Smith Anglin Financial
Texas
$2.44M +$51.5K +190 +2%
KW
3044
KWB Wealth
California
$2.43M – – –
LC
3045
Landaas & Company
Wisconsin
$2.43M – – –
AA
3046
Advisory Alpha
Michigan
$2.42M -$271 -1 -0%
OLA
3047
Oliver Luxxe Assets
New Jersey
$2.42M -$12.2K -45 -0.5%
OBGC
3048
O'Brien Greene & Co
Pennsylvania
$2.42M +$304K +1,122 +14%
HKAM
3049
Horizon Kinetics Asset Management
New York
$2.41M -$108K -400 -4%
AWAP
3050
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.41M +$47.4K +175 +2%
120 121
122
123 124