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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 %
SFB
3051
STAR Financial Bank
Indiana
$4.46M -$31.3K -92 -0.7%
SA
3052
SAM Advisors
California
$4.46M -$416K -1,221 -9%
MHWM
3053
Montz Harcus Wealth Management
Louisiana
$4.45M +$56.9K +167 +1%
I
3054
INVST
Indiana
$4.45M +$87.2K +256 +2%
SFS
3055
Stiles Financial Services
Minnesota
$4.44M -$93.3K -274 -2%
BRG
3056
Bay Rivers Group
Virginia
$4.44M -$158K -464 -3%
DS
3057
Dudley & Shanley
Florida
$4.44M – – –
KW
3058
KWB Wealth
California
$4.44M +$426K +1,252 +11%
OCM
3059
Olstein Capital Management
New York
$4.43M -$4.43M -13,000 -50%
BC
3060
Bowman & Company
Wisconsin
$4.43M +$68.2K +200 +2%
PWM
3061
Palumbo Wealth Management
New York
$4.42M -$2.04K -6 -0%
LA
3062
Lifeworks Advisors
Michigan
$4.42M -$245K -719 -5%
SAF
3063
Smith Anglin Financial
Texas
$4.41M +$348K +1,022 +9%
CAS
3064
Coppell Advisory Solutions
Texas
$4.41M -$1.04M -3,117 -19%
RCA
3065
Reitz Capital Advisors
Michigan
$4.4M +$3.08M +23,450 +233%
LIA
3066
LBMC Investment Advisors
Tennessee
$4.39M -$65.7K -193 -1%
ORC
3067
O'Rourke & Company
Massachusetts
$4.38M +$41.5K +122 +1%
SHFP
3068
Second Half Financial Partners
Florida
$4.38M +$4.03M +11,840 +1,153%
SC
3069
Schulhoff & Co
Ohio
$4.38M -$117K -345 -3%
MAM
3070
McLean Asset Management
Virginia
$4.38M – – –
EWM
3071
Elevatus Welath Management
New York
$4.38M +$4.38M +12,858 New
KA
3072
KLCM Advisors
Wisconsin
$4.38M +$272K +800 +7%
ILI
3073
Invesco LLC (Illinois)
Illinois
$4.37M +$4.37M +12,839 New
AWP
3074
Accretive Wealth Partners
New Jersey
$4.37M +$65.4K +192 +2%
VAG
3075
VisionPoint Advisory Group
Texas
$4.37M -$1.44M -4,224 -25%
121 122
123
124 125