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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 %
LD
3126
Lipe & Dalton
New York
$2.06M -$196K -725 -9%
MFGM
3127
Marshall Financial Group (Maryland)
Maryland
$2.06M -$250K -923 -11%
WG
3128
Winton Group
United Kingdom
$2.06M -$2.89M -10,675 -58%
LWP
3129
Legacy Wealth Planning
Nevada
$2.06M -$3.52K -13 -0.2%
CCM
3130
Conway Capital Management
California
$2.05M – – –
PWM
3131
Peterson Wealth Management
Nevada
$2.05M -$106K -392 -5%
KA
3132
KLCM Advisors
Wisconsin
$2.05M +$5.69K +21 +0.3%
FNBSF
3133
First National Bank Sioux Falls
South Dakota
$2.05M -$128K -474 -6%
KAM
3134
Knightsbridge Asset Management
California
$2.04M – – –
OIM
3135
Oder Investment Management
California
$2.03M -$24.4K -90 -1%
AC
3136
Aristides Capital
Kentucky
$2.03M – – –
EWA
3137
Evolution Wealth Advisors
Florida
$2.03M -$760K -2,805 -27%
LMAM
3138
Legg Mason Asset Management
Japan
$2.03M -$181K -669 -8%
BMCM
3139
Bryn Mawr Capital Management
Pennsylvania
$2.03M -$88.9K -328 -4%
JWM
3140
Janiczek Wealth Management
Colorado
$2.02M +$211K +778 +12%
OWA
3141
Outlook Wealth Advisors
Texas
$2.02M +$113K +417 +6%
RVPG
3142
Relative Value Partners Group
$2.01M +$15.2K +56 +0.8%
OWA
3143
Opal Wealth Advisors
New York
$2.01M +$203K +751 +11%
FIM
3144
Fernwood Investment Management
Massachusetts
$2.01M +$161K +596 +9%
AMG
3145
Asset Management Group
Connecticut
$2M +$189K +699 +10%
COCM
3146
Charter Oak Capital Management
New Hampshire
$2M +$25.5K +94 +1%
FAG
3147
Financial Advisory Group
Texas
$2M +$56.1K +207 +3%
SFA
3148
Source Financial Advisors
New York
$2M -$29.8K -110 -1%
MHR
3149
Matthew Hamilton Rosenberg
$2M -$12.2K -45 -0.6%
AA
3150
Addison Advisors
Vermont
$2M +$2M +7,372 New
124 125
126
127 128