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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 %
EWA
3176
ERTS Wealth Advisors
Michigan
$1.92M -$32.5K -120 -2%
FL
3177
Fort LP
Maryland
$1.92M -$186K -685 -9%
BIP
3178
Blueprint Investment Partners
North Carolina
$1.91M -$325K -1,198 -15%
GI
3179
Glovista Investments
New Jersey
$1.91M +$27.1K +100 +1%
KFP
3180
KB Financial Partners
New Jersey
$1.91M -$20.3K -75 -1%
TCM
3181
TimesSquare Capital Management
New York
$1.91M -$2.71K -10 -0.1%
F
3182
F3Logic
Minnesota
$1.91M -$31.7K -117 -2%
JCM
3183
Jacobsen Capital Management
Utah
$1.9M +$513K +1,894 +37%
HFA
3184
High Falls Advisors
New York
$1.9M +$15.2K +56 +0.8%
NEWAS
3185
N.E.W. Advisory Services
Wisconsin
$1.9M -$10.6K -39 -0.6%
VU
3186
Vanderbilt University
Tennessee
$1.89M – – –
CWM
3187
Cabot Wealth Management
Massachusetts
$1.88M -$45.5K -168 -2%
TCM
3188
TD Capital Management
Tennessee
$1.88M – – –
EIA
3189
Eldridge Investment Advisors
New Hampshire
$1.87M -$5.15K -19 -0.3%
1WM
3190
1900 Wealth Management
Texas
$1.86M +$201K +742 +12%
DWA
3191
Delos Wealth Advisors
Texas
$1.86M +$1.86M +6,867 New
WLPWM
3192
Walled Lake Planning & Wealth Management
Illinois
$1.85M +$1.63K +6 +0.1%
B
3193
Bridgeworth
Alabama
$1.85M -$21.9K -81 -1%
AL
3194
ADE LLC
Maryland
$1.84M +$84K +310 +5%
LFG
3195
Larson Financial Group
Missouri
$1.84M +$562K +2,074 +44%
CCA
3196
Clearwater Capital Advisors
Illinois
$1.84M +$2.71K +10 +0.1%
JBA
3197
Johnson Bixby & Associates
Washington
$1.84M +$451K +1,550 +33%
SFG
3198
Sunburst Financial Group
Alabama
$1.84M -$54.2K -200 -3%
MWM
3199
Midwest Wealth Management
Indiana
$1.83M +$84.2K +311 +5%
NL
3200
Navalign LLC
California
$1.82M +$50.9K +188 +3%
126 127
128
129 130