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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 %
PPWP
3526
Proquility Private Wealth Partners
Nevada
$2.7M +$297K +871 +12%
SB
3527
Sunflower Bank
Texas
$2.7M -$200K -586 -7%
WQ
3528
Wealth Quarterback
New Jersey
$2.69M -$109K -320 -4%
BG
3529
Benedetti & Gucer
Georgia
$2.69M +$378K +1,111 +16%
SFG
3530
Sunburst Financial Group
Alabama
$2.69M +$3.75K +11 +0.1%
LA
3531
Lane & Associates
New Jersey
$2.68M +$9.54K +28 +0.4%
ARG
3532
Advisory Resource Group
Oklahoma
$2.68M -$58.6K -172 -2%
OAM
3533
Odey Asset Management
United Kingdom
$2.67M +$2.67M +7,844 New
PPW
3534
Presilium Private Wealth
Pennsylvania
$2.67M +$14.3K +42 +0.5%
SCA
3535
Southern Capital Advisors
Tennessee
$2.67M -$222K -651 -8%
LWP
3536
Lumature Wealth Partners
Georgia
$2.67M -$137K -401 -5%
MWM
3537
MinichMacGregor Wealth Management
New York
$2.67M -$175K -515 -6%
CWM
3538
Castle Wealth Management
Florida
$2.66M -$96.4K -283 -3%
XL
3539
XN LP
New York
$2.65M +$109K +321 +4%
PFWA
3540
Paces Ferry Wealth Advisors
Georgia
$2.65M -$70.2K -206 -3%
DAM
3541
Doheny Asset Management
California
$2.64M -$20.1K -59 -0.8%
LL
3542
LWMG LLC
Minnesota
$2.64M -$29.6K -87 -1%
BWM
3543
Birchcreek Wealth Management
Ohio
$2.63M -$66.4K -195 -2%
LSA
3544
Lion Street Advisors
Texas
$2.63M +$384K +1,159 +17%
CIG
3545
Cascade Investment Group
Colorado
$2.63M +$271K +796 +12%
FAG
3546
Financial Advisory Group
Texas
$2.63M +$91.9K +270 +4%
TC
3547
Trust Company
Kansas
$2.62M -$777K -2,282 -23%
SIAG
3548
Safeguard Investment Advisory Group
California
$2.62M +$23.2K +68 +0.9%
DCM
3549
Dimension Capital Management
Florida
$2.62M -$2.04K -6 -0.1%
FSG
3550
Financial Strategies Group
Michigan
$2.61M +$576K +1,692 +28%
140 141
142
143 144