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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 %
SHWM
3501
Silicon Hills Wealth Management
Texas
$973K +$27.6K +102 +3%
MWC
3502
MBM Wealth Consultants
Missouri
$969K -$15.7K -58 -2%
GC
3503
Giverny Capital
Quebec, Canada
$969K – – –
RC
3504
Rinet Company
Massachusetts
$967K +$44.4K +164 +5%
PMG
3505
Private Management Group
California
$966K -$20.1K -74 -2%
HWM
3506
Howard Wealth Management
Connecticut
$958K -$125K -461 -12%
CL
3507
COWA LLC
Oklahoma
$955K – – –
IWP
3508
Innova Wealth Partners
Pennsylvania
$952K +$6.78K +25 +0.7%
PS
3509
Planned Solutions
California
$951K – – –
CBOR
3510
Community Bank of Raymore
Missouri
$946K -$77.1K -285 -8%
EARNEST Partners
3511
EARNEST Partners
Georgia
$943K – – –
FA
3512
Fountainhead AM
New Jersey
$940K -$81.8K -347 -8%
FFWM
3513
Future Financial Wealth Management
Ohio
$924K +$50.7K +187 +6%
ACM
3514
Avalon Capital Management
California
$921K -$27.1K -100 -3%
CF
3515
Corrigan Financial
Rhode Island
$920K +$47.9K +177 +6%
PCH
3516
Polar Capital Holdings
United Kingdom
$918K +$17K +62,932 +2%
CIG
3517
Cairn Investment Group
Washington
$914K +$279K +1,031 +44%
WW
3518
Waterfront Wealth
Kansas
$913K +$34.1K +126 +4%
ACM
3519
Ategra Capital Management
Virginia
$913K -$18.7K -69 -2%
NRI
3520
NFP Retirement Inc
California
$911K +$264K +974 +41%
BG
3521
Benedetti & Gucer
Georgia
$906K +$187K +690 +26%
WA
3522
Wealthstar Advisors
Texas
$905K +$905K +3,336 New
PFM
3523
Peak Financial Management
Massachusetts
$904K +$91K +336 +11%
AA
3524
Aufman Associates
Pennsylvania
$902K -$377K -1,390 -29%
CF
3525
Copperwynd Financial
Arizona
$901K +$172K +636 +24%
139 140
141
142 143