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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 %
AGC
3551
Alden Global Capital
Florida
$2.61M +$2.61M +7,672 New
COCM
3552
Charter Oak Capital Management
New Hampshire
$2.61M +$71.2K +209 +3%
ZIMP
3553
Zimmermann Investment Management & Planning
Pennsylvania
$2.61M +$46.3K +136 +2%
WPW
3554
Watershed Private Wealth
Illinois
$2.61M -$37.5K -110 -1%
WWG
3555
West Wealth Group
California
$2.6M +$284K +834 +12%
TBWA
3556
Three Bridge Wealth Advisors
California
$2.59M -$200K -587 -7%
PRA
3557
Pine Ridge Advisers
New York
$2.59M +$2.59M +7,610 New
UWPG
3558
Ullmann Wealth Partners Group
Florida
$2.59M +$114K +334 +5%
CC
3559
Cypress Capital
Tennessee
$2.58M +$2.11M +6,197 +447%
ADBIC
3560
A.D. Beadell Investment Counsel
Wisconsin
$2.58M -$381K -1,120 -13%
MFG
3561
Menard Financial Group
Texas
$2.58M -$152K -447 -6%
GIM
3562
Groesbeck Investment Management
New Jersey
$2.57M – – –
LAS
3563
LWM Advisory Services
Florida
$2.57M -$117K -345 -4%
THL
3564
Tillman Hartley LLC
Colorado
$2.57M -$73.2K -215 -3%
APC
3565
Aspire Private Capital
North Carolina
$2.57M +$24.5K +72 +1%
ACM
3566
AUA Capital Management
Pennsylvania
$2.57M -$244K -717 -9%
TAM
3567
Titleist Asset Management
Texas
$2.57M -$1.28M -3,762 -33%
AW
3568
Apricus Wealth
South Carolina
$2.57M -$47.7K -138 -2%
BPFA
3569
Barnes Pettey Financial Advisors
Mississippi
$2.56M +$2.38K +7 +0.1%
RCS
3570
Retirement Capital Strategies
California
$2.56M +$6.81K +20 +0.3%
CC
3571
Carlson Capital
Texas
$2.55M -$3.1M -9,100 -55%
LWM
3572
LJI Wealth Management
Indiana
$2.55M +$2.19M +43,141 +605%
WCM
3573
Washburn Capital Management
Florida
$2.54M -$53.1K -156 -2%
FCM
3574
Firestone Capital Management
Florida
$2.54M -$57K -165 -2%
PA
3575
PSI Advisors
Florida
$2.54M -$395K -1,160 -13%
141 142
143
144 145