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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 %
PFWA
3076
Paces Ferry Wealth Advisors
Georgia
$2.31M +$54.5K +201 +2%
RHAM
3077
Round Hill Asset Management
California
$2.3M – – –
KLWA
3078
Kelly Lawrence W & Associates
California
$2.3M -$16.3K -60 -0.7%
CIC
3079
Cornercap Investment Counsel
Georgia
$2.3M -$557K -2,056 -19%
SHJ
3080
Sharkey, Howes & Javer
Colorado
$2.29M -$20K -74 -0.9%
KM
3081
Kalos Management
Georgia
$2.29M -$767K -2,668 -25%
GSIS
3082
Global Strategic Investment Solutions
Arizona
$2.29M -$286K -1,057 -11%
PFG
3083
PAX Financial Group
Texas
$2.28M -$17.1K -63 -0.7%
EIG
3084
Ellenbecker Investment Group
Wisconsin
$2.28M -$78.8K -291 -3%
CA
3085
CGN Advisors
Kansas
$2.26M +$321K +1,185 +17%
WCM
3086
WealthBridge Capital Management
Ohio
$2.26M -$89.4K -330 -4%
GWA
3087
GGM Wealth Advisors
Maryland
$2.26M -$19.9K -71 -0.9%
PWM
3088
Purus Wealth Management
California
$2.26M +$83.7K +309 +4%
CCB
3089
Cutter & Co Brokerage
Missouri
$2.25M +$42.8K +158 +2%
WQ
3090
Wealth Quarterback
New Jersey
$2.25M +$2.25M +8,317 New
SAM
3091
Stewart Asset Management
New York
$2.25M +$118K +435 +6%
FH
3092
FWG Holdings
Florida
$2.23M +$2.23M +8,226 New
CG
3093
Corundum Group
Colorado
$2.22M +$50.7K +187 +2%
FWM
3094
Foresight Wealth Management
Utah
$2.22M +$16.3K +60 +0.7%
ACWM
3095
Adams Chetwood Wealth Management
North Carolina
$2.21M +$34.1K +126 +2%
CGH
3096
CMG Global Holdings
Texas
$2.2M -$271 -1 -0%
MWP
3097
Madison Wealth Partners
Wisconsin
$2.2M +$452K +1,667 +26%
WFA
3098
Wellspring Financial Advisors
Ohio
$2.2M +$315K +1,164 +17%
RCM
3099
Requisite Capital Management
Texas
$2.2M -$182K -670 -8%
SIMM
3100
Stillwater Investment Management (Minnesota)
Minnesota
$2.19M +$4.61K +17 +0.2%
122 123
124
125 126