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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 %
FP
3351
Foundry Partners
Minnesota
$1.36M +$40.6K +150 +3%
OIM
3352
Opus Investment Management
Massachusetts
$1.36M – – –
PCWA
3353
Pacific Capital Wealth Advisors
California
$1.35M -$149K -550 -10%
P
3354
Palladiem
Pennsylvania
$1.35M – – –
RPGK
3355
Retirement Planning Group (Kansas)
Kansas
$1.35M +$30.3K +112 +2%
WEPOG
3356
Wealth Enhancement & Preservation of GA
Georgia
$1.35M +$99.9K +369 +8%
NWM
3357
Northwest Wealth Management
Iowa
$1.35M +$310K +1,146 +30%
NCMW
3358
Northern Capital Management (Washington)
Washington
$1.34M +$137K +507 +11%
BWA
3359
Beam Wealth Advisors
Louisiana
$1.34M +$200K +740 +18%
P
3360
&Partners
Tennessee
$1.34M +$23.3K +86 +2%
POIA
3361
Pin Oak Investment Advisors
Texas
$1.33M -$385K -1,423 -22%
SIAG
3362
Safeguard Investment Advisory Group
California
$1.33M +$198K +732 +18%
JI
3363
Jeereddi Investments
California
$1.33M -$570K -2,104 -30%
DCM
3364
Davidson Capital Management
Texas
$1.33M -$137K -506 -9%
SIS
3365
Sound Income Strategies
Florida
$1.33M -$409K -1,511 -24%
MFT
3366
Moisand Fitzgerald Tamayo
Florida
$1.32M +$363K +1,340 +38%
FTA
3367
Financial & Tax Architects
Missouri
$1.32M +$34.4K +127 +3%
DPI
3368
Diversified Portfolios Inc
Michigan
$1.32M +$744K +2,745 +130%
SGCA
3369
Steel Grove Capital Advisors
Tennessee
$1.32M +$87.5K +323 +7%
NPPM
3370
North Point Portfolio Managers
Ohio
$1.32M -$71.8K -265 -5%
IA
3371
IFG Advisors
Missouri
$1.31M +$407K +1,501 +45%
BC
3372
Blackcrane Capital
Washington
$1.31M – – –
UWM
3373
USAdvisors Wealth Management
Minnesota
$1.31M +$39.6K +146 +3%
OCPWS
3374
One Charles Private Wealth Services
Massachusetts
$1.31M +$977K +3,609 +298%
AFS
3375
Axiom Financial Strategies
Indiana
$1.3M +$12.5K +46 +1%
133 134
135
136 137