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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 %
IDBONY
3476
Israel Discount Bank of New York
New York
$2.86M -$709K -2,081 -20%
MPPLM
3477
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.86M +$334K +981 +13%
DSN
3478
D. Scott Neal
Kentucky
$2.86M -$4.43K -13 -0.2%
MDSL
3479
M.D. Sass LLC
New York
$2.85M -$1.04M -3,050 -27%
TW
3480
Towerpoint Wealth
California
$2.85M +$1.68M +4,938 +144%
CGH
3481
CMG Global Holdings
Texas
$2.85M +$114K +334 +4%
AIA
3482
Arbor Investment Advisors
North Carolina
$2.84M -$2.04K -6 -0.1%
NP
3483
Ninepoint Partners
Ontario, Canada
$2.83M +$1.36M +4,000 +93%
RHAM
3484
Round Hill Asset Management
California
$2.83M – – –
WAM
3485
Watershed Asset Management
California
$2.83M -$1.04M -3,050 -27%
MWPCG
3486
Measured Wealth Private Client Group
New Hampshire
$2.83M -$11.6K -34 -0.4%
PTC
3487
Provident Trust Company
Wisconsin
$2.83M -$159K -466 -5%
LIA
3488
LSP Investment Advisors
New York
$2.82M – – –
SWM
3489
Salvus Wealth Management
New Jersey
$2.81M -$52.8K -155 -2%
PBO
3490
Peoples Bank (Ohio)
Ohio
$2.81M -$21.1K -62 -0.7%
OWM
3491
Opes Wealth Management
California
$2.81M +$215K +631 +8%
P
3492
&Partners
Tennessee
$2.81M +$187K +549 +7%
CWMGP
3493
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.81M -$397K -1,166 -12%
MHR
3494
Matthew Hamilton Rosenberg
$2.8M -$434K -1,274 -13%
CTWM
3495
Cherry Tree Wealth Management
Minnesota
$2.8M +$2.8M +8,225 New
LFASL
3496
Lugano Financial Advisors SA (LFA)
Switzerland
$2.79M +$809K +2,376 +41%
T
3497
TRUADVICE
Florida
$2.79M -$484K -1,498 -15%
VAM
3498
Verity Asset Management
North Carolina
$2.78M -$2.84M -8,326 -50%
SAM
3499
Seelaus Asset Management
New Jersey
$2.78M -$184K -540 -6%
EIP
3500
Ellis Investment Partners
Pennsylvania
$2.77M -$176K -516 -6%
138 139
140
141 142