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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 %
NLP
3501
Next Level Private
New York
$2.77M +$66K +199 +2%
AWA
3502
Alta Wealth Advisors
Massachusetts
$2.76M +$244K +716 +10%
RIM
3503
Rockbridge Investment Management
New York
$2.76M +$91.9K +270 +3%
DI
3504
Dalton Investments
Nevada
$2.76M +$409K +1,200 +17%
VCWA
3505
Vanguard Capital Wealth Advisors
Colorado
$2.75M -$15K -44 -0.5%
PWM
3506
PRW Wealth Management
Massachusetts
$2.75M +$508K +1,470 +23%
KLWA
3507
Kelly Lawrence W & Associates
California
$2.75M -$348K -1,030 -11%
LAM
3508
Lakewood Asset Management
Illinois
$2.74M -$72.2K -212 -3%
PFT
3509
Providence First Trust
Arizona
$2.74M +$2.2M +6,463 +405%
MA
3510
MKT Advisors
California
$2.74M -$533K -1,575 -16%
FWP
3511
Firethorn Wealth Partners
Georgia
$2.74M -$25.9K -76 -0.9%
OWA
3512
Outlook Wealth Advisors
Texas
$2.74M +$155K +456 +6%
I
3513
IMPACTfolio
Colorado
$2.74M -$8.85K -26 -0.3%
BCM
3514
Basso Capital Management
Connecticut
$2.73M -$97.1K -285 -3%
KBFS
3515
Kohmann Bosshard Financial Services
Ohio
$2.72M +$320K +941 +13%
KFS
3516
Kaizen Financial Strategies
California
$2.72M +$18.9K +56 +0.7%
DTL
3517
Dynamic Technology Lab
Singapore
$2.72M +$2.72M +7,991 New
SFWA
3518
Summit Financial Wealth Advisors
Louisiana
$2.72M -$35.1K -103 -1%
CTC
3519
Corundum Trust Company
South Dakota
$2.72M +$2.72M +7,975 New
FWM
3520
FFT Wealth Management
Pennsylvania
$2.71M +$2.72K +8 +0.1%
ACM
3521
Absolute Capital Management
Pennsylvania
$2.71M +$260K +764 +11%
FH
3522
FWG Holdings
Florida
$2.71M +$226K +685 +9%
AWS
3523
Aspen Wealth Strategies
Colorado
$2.71M -$329K -967 -11%
CCM
3524
Crew Capital Management
Ohio
$2.7M +$525K +1,543 +24%
AFS
3525
Aft Forsyth & Sober
Florida
$2.7M +$119K +350 +5%
139 140
141
142 143