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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 %
PBT
3101
Pictet Bank & Trust
Bahamas
$4.24M -$104K -304 -2%
RHP
3102
Royal Harbor Partners
Texas
$4.23M +$362K +1,064 +9%
OIS
3103
Okabena Investment Services
Minnesota
$4.23M -$3.83M -11,256 -48%
EM
3104
ELCO Management
New York
$4.22M -$57.2K -168 -1%
RCG
3105
Resource Consulting Group
Florida
$4.22M +$3.37M +9,910 +399%
BWA
3106
Burt Wealth Advisors
Maryland
$4.2M -$130K -382 -3%
ACM
3107
Ashford Capital Management
Delaware
$4.2M -$48.4K -142 -1%
GWM
3108
Gitterman Wealth Management
New Jersey
$4.2M +$170K +500 +4%
RWPA
3109
Richard W. Paul & Associates
Michigan
$4.2M -$50.4K -148 -1%
GKFF
3110
George Kaiser Family Foundation
Oklahoma
$4.2M -$796K -2,338 -16%
LIG
3111
Lokken Investment Group
Delaware
$4.18M -$13.6K -40 -0.3%
PWS
3112
Peterson Wealth Services
Utah
$4.18M +$2.01M +5,912 +93%
WFAG
3113
Worth Financial Advisory Group
North Carolina
$4.18M -$135K -397 -3%
RB
3114
Renasant Bank
Mississippi
$4.18M -$178K -523 -4%
LCGC
3115
Legacy Capital Group California
California
$4.17M +$2.17M +6,375 +108%
CWM
3116
Compass Wealth Management
Connecticut
$4.17M +$43.6K +128 +1%
PRS
3117
Pinkerton Retirement Specialists
Idaho
$4.16M +$541K +1,589 +15%
GCM
3118
Geneva Capital Management
Wisconsin
$4.16M -$633K -1,859 -13%
CAC
3119
Certified Advisory Corp
Florida
$4.16M -$18.4K -54 -0.4%
AA
3120
Argent Advisors
Louisiana
$4.16M -$803K -2,357 -16%
MIC
3121
MU Investments Company
Japan
$4.15M -$33.5K -100 -0.8%
AAM
3122
Alphadyne Asset Management
New York
$4.15M +$2.13M +6,243 +105%
WP
3123
Wealthspan Partners
Iowa
$4.15M -$69.5K -204 -2%
MJB
3124
Mark J. Bradley
$4.14M -$2.17M -6,365 -34%
SIG
3125
Spinnaker Investment Group
California
$4.14M +$65.7K +193 +2%
123 124
125
126 127