MSFT icon

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 %
PGCM
3276
Prescott Group Capital Management
Oklahoma
$1.63M – – –
LI
3277
Latash Investments
Alaska
$1.63M +$1.63M +6,000 New
MGAM
3278
McGowan Group Asset Management
Texas
$1.61M -$17.1K -63 -1%
SWP
3279
Summit Wealth Partners
Florida
$1.61M +$6.23K +23 +0.4%
AFA
3280
American Financial Advisors
Georgia
$1.61M -$1.9K -7 -0.1%
BWM
3281
BCS Wealth Management
Tennessee
$1.6M +$54.2K +200 +4%
CCA
3282
Cadent Capital Advisors
Oklahoma
$1.6M +$1.02M +3,760 +176%
MWM
3283
MinichMacGregor Wealth Management
New York
$1.6M -$89.6K -331 -5%
IAP
3284
Indie Asset Partners
Indiana
$1.59M -$37.1K -137 -2%
CFS
3285
Capital Financial Services
New York
$1.58M – – –
LFASL
3286
Lugano Financial Advisors SA (LFA)
Switzerland
$1.58M +$295K +1,090 +23%
AFA
3287
Arlington Financial Advisors
California
$1.58M -$115K -425 -7%
LWP
3288
Legacy Wealth Partners
California
$1.58M +$91.9K +339 +6%
G
3289
GenTrust
Florida
$1.57M -$107K -396 -6%
CCM
3290
Check Capital Management
California
$1.57M +$27.1K +100 +2%
TWM
3291
Tolleson Wealth Management
Texas
$1.57M – – –
CA
3292
Crumly & Associates
Illinois
$1.57M +$329K +1,216 +27%
CWM
3293
Curi Wealth Management
North Carolina
$1.56M -$57.4K -212 -4%
CIA
3294
Compass Ion Advisors
Pennsylvania
$1.56M +$235K +868 +18%
EFL
3295
ERn Financial LLC
Wisconsin
$1.56M +$45.5K +168 +3%
GC
3296
Gruss & Co
Florida
$1.56M +$648K +2,390 +71%
SMC
3297
S. Muoio & Co
New York
$1.56M – – –
OWM
3298
Orgel Wealth Management
Wisconsin
$1.55M -$54.2K -200 -3%
CCA
3299
Column Capital Advisors
Indiana
$1.55M +$33.9K +125 +2%
SAMT
3300
Select Asset Management & Trust
Pennsylvania
$1.54M – – –
130 131
132
133 134