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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 %
CFG
3226
Carr Financial Group
Massachusetts
$3.66M +$142K +417 +4%
AA
3227
Alesco Advisors
New York
$3.66M -$15.3K -45 -0.4%
FOA
3228
Five Oceans Advisors
California
$3.66M +$11.9K +35 +0.3%
BCM
3229
Brooktree Capital Management
Michigan
$3.66M -$612K -1,797 -14%
SIC
3230
Samalin Investment Counsel
New York
$3.65M +$254K +745 +7%
GCC
3231
Game Creek Capital
Massachusetts
$3.65M -$269K -790 -7%
EFL
3232
ERn Financial LLC
Wisconsin
$3.63M +$56.9K +167 +2%
SFA
3233
Source Financial Advisors
New York
$3.63M +$151K +443 +4%
CIA
3234
Cladis Investment Advisory
Montana
$3.63M -$176K -517 -5%
BCP
3235
Blackhawk Capital Partners
Wisconsin
$3.63M -$554K -1,627 -13%
WCAMG
3236
Woodard & Company Asset Management Group
North Carolina
$3.63M -$36.8K -108 -1%
PWM
3237
Purus Wealth Management
California
$3.61M +$474K +1,393 +15%
GAM
3238
GEM Asset Management
Michigan
$3.61M -$49K -144 -1%
ACM
3239
Arcataur Capital Management
Wisconsin
$3.61M +$3.61M +10,589 New
EBWM
3240
Eagle Bluffs Wealth Management
Missouri
$3.6M +$10.6K +31 +0.3%
FSA
3241
Financial Sense Advisors
California
$3.6M -$425K -1,248 -11%
AF
3242
Affiance Financial
Minnesota
$3.59M +$63.7K +187 +2%
MECA
3243
Miller Equity Capital Advisors
Texas
$3.59M – – –
VFPI
3244
Vantage Financial Partners (Illinois)
Illinois
$3.58M -$1.06M -3,100 -23%
BC
3245
Barrett & Company
Rhode Island
$3.58M +$71.5K +210 +2%
OWA
3246
Opal Wealth Advisors
New York
$3.58M +$585K +1,719 +20%
BFG
3247
Bouchey Financial Group
New York
$3.58M +$57.2K +168 +2%
TA
3248
Tectonic Advisors
Texas
$3.58M -$185K -543 -5%
SCA
3249
Sassicaia Capital Advisers
New York
$3.58M -$28M -82,265 -89%
MWP
3250
Madison Wealth Partners
Wisconsin
$3.57M +$4.43K +13 +0.1%
128 129
130
131 132