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 %
OWA
3301
One Wealth Advisors
California
$1.54M +$202K +747 +15%
GB
3302
Goepper Burkhardt
South Carolina
$1.53M +$64.5K +238 +4%
ST
3303
Sentinel Trust
Texas
$1.53M +$650K +2,400 +74%
CI
3304
Cavalier Investments
Georgia
$1.52M -$44.4K -164 -3%
PPW
3305
Pasadena Private Wealth
California
$1.52M -$2.17K -8 -0.1%
JWA
3306
JFS Wealth Advisors
Pennsylvania
$1.52M +$114K +421 +8%
WLIM
3307
White Lighthouse Investment Management
Massachusetts
$1.51M -$30.3K -112 -2%
BSG
3308
Black Swift Group
Colorado
$1.51M +$1.49M +5,500 +8,462%
BA
3309
Bridge Advisory
California
$1.5M +$548K +2,023 +58%
GCGDR
3310
Geo Capital Gestora de Recursos
Brazil
$1.49M -$50.1K -185 -3%
CGFA
3311
Colton Groome Financial Advisors
North Carolina
$1.49M +$1.49M +5,490 New
CFN
3312
Cordasco Financial Network
Florida
$1.48M +$2.71K +10 +0.2%
CAM
3313
Campion Asset Management
Virginia
$1.48M -$529K -1,955 -26%
BMCM
3314
Burns Matteson Capital Management
New York
$1.48M +$122K +452 +9%
4WM
3315
4J Wealth Management
Virginia
$1.48M -$3.79K -14 -0.3%
KOC
3316
Koss-Olinger Consulting
Florida
$1.47M -$259K -957 -15%
DCM
3317
Driehaus Capital Management
Illinois
$1.47M -$252K -929 -15%
ACM
3318
Armbruster Capital Management
New York
$1.47M -$52.6K -194 -3%
GCIA
3319
Gabelli & Co Investment Advisers
New York
$1.47M – – –
GG
3320
Golden Green
South Carolina
$1.47M +$3.25K +12 +0.2%
PA
3321
Planning Alternatives
Michigan
$1.46M +$17.3K +64 +1%
BI
3322
Berkeley Inc
Idaho
$1.46M +$38.7K +143 +3%
UFA
3323
US Financial Advisors
Massachusetts
$1.46M -$256K -944 -15%
PWS
3324
Paragon Wealth Strategies
Florida
$1.46M +$271 +1 +0%
DWM
3325
Dorchester Wealth Management
Quebec, Canada
$1.44M +$24.6K +91 +2%
131 132
133
134 135