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 %
FWM
3451
FSA Wealth Management
Massachusetts
$1.1M – – –
AWM
3452
Act Wealth Management
Texas
$1.1M +$1.63K +6 +0.1%
NVIM
3453
New Vernon Investment Management
Illinois
$1.1M – – –
CP
3454
Camelot Portfolios
Ohio
$1.09M -$784K -2,896 -42%
OWM
3455
Opes Wealth Management
California
$1.09M -$19.2K -71 -2%
BCA
3456
Biltmore Capital Advisors
New Jersey
$1.09M +$5.42K +20 +0.5%
WCM
3457
Windham Capital Management
Massachusetts
$1.08M – – –
GPCM
3458
Granite Point Capital Management
Massachusetts
$1.08M – – –
TA
3459
TrueWealth Advisors
Alabama
$1.08M +$6.5K +24 +0.6%
HFP
3460
Holistic Financial Partners
Indiana
$1.08M +$271 +1 +0%
AM
3461
Ampfield Management
New York
$1.08M – – –
SPAS
3462
Spectrum Planning & Advisory Services
California
$1.08M – – –
RWRC
3463
R.W. Roge & Company
New York
$1.07M – – –
FPWM
3464
FSB Premier Wealth Management
Iowa
$1.07M +$89.1K +329 +9%
GWM
3465
Greenhouse Wealth Management
Connecticut
$1.06M +$1.9K +7 +0.2%
TC
3466
Trilogy Capital
California
$1.06M +$741K +2,672 +230%
AAP
3467
Arax Advisory Partners
Colorado
$1.06M +$1.06M +3,928 New
SFM
3468
Systematic Financial Management
New Jersey
$1.06M – – –
NCG
3469
Newport Capital Group
New Jersey
$1.06M – – –
CAM
3470
Crestone Asset Management
Colorado
$1.06M -$72.3K -267 -6%
SPI
3471
Santori & Peters Inc
Pennsylvania
$1.05M +$271 +1 +0%
MS
3472
Mizuho Securities
Japan
$1.05M -$885K -3,269 -46%
TW
3473
Towerpoint Wealth
California
$1.04M +$64.2K +237 +7%
PEA
3474
Pacific Edge Advisors
California
$1.04M -$202K -745 -16%
CCA
3475
Conestoga Capital Advisors
Pennsylvania
$1.04M -$6.78K -25 -0.6%
137 138
139
140 141