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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 %
CWM
3176
Cahaba Wealth Management
Georgia
$3.88M -$108K -316 -3%
RAM
3177
Redmond Asset Management
Virginia
$3.88M -$59.3K -174 -2%
GSIAS
3178
Garden State Investment Advisory Services
New Jersey
$3.88M +$593K +1,742 +18%
RF
3179
Robbins Farley
New Hampshire
$3.88M -$795K -2,334 -17%
AWM
3180
Adams Wealth Management
Utah
$3.87M +$82.8K +243 +2%
EB
3181
Exchange Bank
California
$3.87M +$3.87M +11,359 New
HS
3182
HighVista Strategies
Massachusetts
$3.87M +$2.63M +7,718 +212%
CIA
3183
Cascade Investment Advisors
Oregon
$3.87M -$97.4K -286 -2%
CCM
3184
Community Capital Management
Florida
$3.87M – – –
MLA
3185
MB, Levis & Associates
Pennsylvania
$3.86M -$9.88K -29 -0.3%
CWA
3186
CM Wealth Advisors
Ohio
$3.86M +$3.86M +11,395 New
CBT
3187
CoreFirst Bank & Trust
Kansas
$3.85M -$487K -1,429 -11%
OWA
3188
One Wealth Advisors
California
$3.85M -$5.45K -16 -0.1%
BIM
3189
Bullseye Investment Management
Ohio
$3.85M +$43.5K +128 +1%
PG
3190
Proffitt & Goodson
Tennessee
$3.85M -$132K -387 -3%
SSW
3191
Smith Shellnut Wilson
Mississippi
$3.85M -$123K -360 -3%
CMP
3192
Coston McIsaac & Partners
Maine
$3.85M +$40.5K +119 +1%
EGVF
3193
ESA Global Value Fund
Cayman Islands
$3.85M -$1.29M -3,800 -25%
RPCONE
3194
Retirement Planning Company of New England
Rhode Island
$3.84M -$87.2K -256 -2%
TIA
3195
Traphagen Investment Advisors
New Jersey
$3.81M +$444K +1,303 +13%
DAM
3196
Derbend Asset Management
Georgia
$3.8M +$132K +388 +4%
TI
3197
tru Independence
Oregon
$3.8M -$451K -1,324 -11%
WB
3198
West Bancorporation
Iowa
$3.79M +$86.2K +253 +2%
WHC
3199
Wulff, Hansen & Co
California
$3.78M +$429K +1,260 +13%
MSCM
3200
McElhenny Sheffield Capital Management
Texas
$3.78M -$291K -855 -7%
126 127
128
129 130