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Microsoft
MSFT

Overview Fund Activity

4,777 hedge funds and large institutions have $1.79T invested in Microsoft in 2023 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 1,768 increasing their positions, 2,478 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,777
Holders Change
+94
Holders Change %
+2.01%
% of All Funds
75.34%
Holding in Top 10
2,668
Holding in Top 10 Change
+159
Holding in Top 10 Change %
+6.34%
% of All Funds
42.08%
New
217
Increased
1,768
Reduced
2,478
Closed
82
Calls
$39.4B
Puts
$37.2B
Net Calls
+$2.2B
Net Calls Change
-$688M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.27B
3
Barclays
Barclays
United Kingdom
+$2.42B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.28B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$82.5B
2
Bank of America
Bank of America
North Carolina
-$3.18B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.09B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.94B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
3451
KB Financial Partners
New Jersey
$2.94M +$179K +527 +7%
CWMU
3452
Caliber Wealth Management (Utah)
Utah
$2.92M -$208K -612 -7%
OLA
3453
Oliver Luxxe Assets
New Jersey
$2.92M -$52.4K -154 -2%
WC
3454
Westhampton Capital
North Carolina
$2.92M +$12.3K +36 +0.4%
CFSG
3455
Clark Financial Services Group
Missouri
$2.91M -$10.6K -31 -0.4%
FNC
3456
First National Corp
Massachusetts
$2.91M -$116K -341 -4%
WBCM
3457
Wilson & Boucher Capital Management
California
$2.91M -$23.8K -70 -0.8%
AI
3458
Atom Investors
Texas
$2.9M +$1.4M +4,125 +94%
TLCM
3459
Twin Lakes Capital Management
California
$2.9M +$4.43K +13 +0.2%
PA
3460
Paragon Advisors
Texas
$2.9M -$1.07M -3,136 -27%
IWN
3461
Independent Wealth Network
Iowa
$2.9M +$66.1K +194 +2%
MAG
3462
MRA Advisory Group
New Jersey
$2.9M -$104K -304 -3%
PWM
3463
Penobscot Wealth Management
Maine
$2.9M -$128K -376 -4%
AC
3464
Aristides Capital
Kentucky
$2.9M +$341K +1,000 +13%
HFG
3465
Heron Financial Group
New York
$2.89M -$95K -279 -3%
BFA
3466
Beacon Financial Advisory
Ohio
$2.89M +$185K +543 +7%
DCM
3467
Difesa Capital Management
New York
$2.89M +$198K +580 +7%
SEP
3468
Southland Equity Partners
Missouri
$2.89M +$20.8K +61 +0.7%
EWA
3469
Evolution Wealth Advisors
Florida
$2.88M +$542K +1,592 +23%
AIM
3470
Alhambra Investment Management
Florida
$2.87M -$111K -325 -4%
CFAM
3471
Center For Asset Management
Florida
$2.87M +$1.42M +4,183 +99%
NNPTE
3472
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.87M -$17.5M -51,377 -86%
PC
3473
Pecaut & Co
Iowa
$2.86M -$14K -41 -0.5%
MA
3474
Mosaic Advisors
Texas
$2.86M +$2.4M +7,034 +515%
CCA
3475
Cora Capital Advisors
New Jersey
$2.86M +$7.15K +21 +0.3%
137 138
139
140 141