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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 %
IDA
3401
Intelligence Driven Advisers
California
$1.24M +$686K +2,533 +124%
XSC
3402
X-Square Capital
Puerto Rico
$1.24M +$98.1K +362 +9%
TWA
3403
Tillar-Wenstrup Advisors
Ohio
$1.23M -$33K -122 -3%
FC
3404
FCA Corp
Texas
$1.23M -$388K -1,433 -24%
PAWC
3405
P.A.W. Capital
Connecticut
$1.22M -$135K -500 -10%
BEI
3406
Benjamin Edwards Inc
Missouri
$1.22M +$70.2K +259 +6%
ONGA
3407
O'Neil Global Advisors
California
$1.21M +$671K +2,476 +124%
OCG
3408
Opus Capital Group
Ohio
$1.21M +$14.9K +55 +1%
CPC
3409
Consolidated Planning Corp
Georgia
$1.21M -$21.7K -80 -2%
CHJWM
3410
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.21M +$35.6K +127 +3%
APWM
3411
Atlas Private Wealth Management
New York
$1.21M +$246K +908 +26%
WJA
3412
Willis Johnson & Associates
Texas
$1.2M +$17.3K +64 +1%
ACP
3413
Arcus Capital Partners
Georgia
$1.2M -$20.1K -74 -2%
OBWG
3414
Onyx Bridge Wealth Group
New York
$1.2M +$238K +847 +25%
DWA
3415
Dougherty Wealth Advisers
Minnesota
$1.2M – – –
AWM
3416
Accel Wealth Management
Iowa
$1.2M +$27.4K +101 +2%
FFA
3417
Fi3 Financial Advisors
Indiana
$1.19M +$249K +867 +26%
ACM
3418
AUA Capital Management
Pennsylvania
$1.19M – – –
EE
3419
EWG Elevate
California
$1.19M +$23.1K +85 +2%
HS
3420
Horan Securities
United States
$1.18M +$283K +1,044 +31%
BHWA
3421
Beacon Harbor Wealth Advisors
Virginia
$1.18M -$1.9K -7 -0.2%
VC
3422
Veery Capital
Delaware
$1.18M -$14.4K -53 -1%
HCA
3423
Heck Capital Advisors
Wisconsin
$1.17M +$16.8K +62 +1%
CCMW
3424
Cypress Capital Management (Wyoming)
Wyoming
$1.17M -$2.71K -10 -0.2%
AWMG
3425
Alliance Wealth Management Group
New Jersey
$1.17M +$37.4K +138 +3%
135 136
137
138 139