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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 %
AF
3201
Aldebaran Financial
$1.82M -$79.9K -295 -4%
LA
3202
Latitude Advisors
Florida
$1.82M -$13K -48 -0.7%
FCM
3203
Firestone Capital Management
Florida
$1.82M -$50.4K -186 -3%
RTS
3204
Round Table Services
New Jersey
$1.82M -$14.9K -55 -0.8%
MLFP
3205
MPS Loria Financial Planners
Illinois
$1.81M -$429K -1,585 -19%
MA
3206
Mosaic Advisors
Texas
$1.81M +$20.3K +75 +1%
VCWA
3207
Vanguard Capital Wealth Advisors
Colorado
$1.8M -$93.2K -344 -5%
SEP
3208
Southland Equity Partners
Missouri
$1.8M +$36.3K +134 +2%
NA
3209
Navellier & Associates
Nevada
$1.8M -$4.26M -15,737 -70%
TIA
3210
Traphagen Investment Advisors
New Jersey
$1.8M +$20.9K +77 +1%
CWM
3211
Cedar Wealth Management
California
$1.8M +$49K +181 +3%
CWA
3212
Clarity Wealth Advisors
California
$1.79M -$2.71K -10 -0.2%
BWM
3213
Birchcreek Wealth Management
Ohio
$1.79M +$18.2K +67 +1%
CM
3214
Caption Management
Oklahoma
$1.79M +$485K +1,790 +37%
WWM
3215
Wagner Wealth Management
South Carolina
$1.79M +$167K +616 +10%
SWRP
3216
Summit Wealth & Retirement Planning
California
$1.78M -$279K -1,031 -14%
EWP
3217
Engrave Wealth Partners
Texas
$1.78M -$10.8K -40 -0.6%
RCA
3218
Reitz Capital Advisors
Michigan
$1.78M +$40.6K +150 +2%
TCB
3219
Texas Capital Bancshares
Texas
$1.77M +$2.17K +8 +0.1%
LWMG
3220
Levy Wealth Management Group
Pennsylvania
$1.77M +$377K +1,393 +27%
RPCA
3221
Running Point Capital Advisors
California
$1.77M +$774K +2,857 +78%
SA
3222
SRH Advisors
Kansas
$1.77M +$70.4K +260 +4%
HFAS
3223
Hummer Financial Advisory Services
Illinois
$1.77M – – –
RBC
3224
Roble Belko & Company
Pennsylvania
$1.76M -$4.61K -17 -0.3%
TWM
3225
Triton Wealth Management
Arizona
$1.75M +$357K +1,224 +26%
127 128
129
130 131