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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 %
OIM
3576
Oder Investment Management
California
$2.54M -$190K -558 -7%
SAMT
3577
Select Asset Management & Trust
Pennsylvania
$2.53M +$611K +1,793 +32%
SA
3578
SRN Advisors
Pennsylvania
$2.53M -$302K -887 -11%
ZC
3579
Zeit Capital
Colorado
$2.53M -$179K -525 -7%
QWM
3580
QP Wealth Management
New Jersey
$2.52M -$377K -1,108 -13%
HFS
3581
Heritage Financial Services
Massachusetts
$2.51M +$97.1K +285 +4%
WA
3582
Wealthstream Advisors
New York
$2.51M +$680K +1,997 +37%
FFA
3583
Fi3 Financial Advisors
Indiana
$2.51M -$46K -135 -2%
MLFP
3584
MPS Loria Financial Planners
Illinois
$2.5M +$36.1K +106 +1%
CC
3585
Claybrook Capital
Massachusetts
$2.5M -$34.1K -100 -1%
EP
3586
Edgestream Partners
New Jersey
$2.49M +$2.49M +7,303 New
G
3587
GenTrust
Florida
$2.48M -$216K -635 -8%
HFA
3588
High Falls Advisors
New York
$2.48M +$101K +296 +4%
PCA
3589
Prosperity Capital Advisors
Ohio
$2.48M +$87.5K +257 +4%
M1FG
3590
Mach-1 Financial Group
Arkansas
$2.48M +$1.17M +3,443 +90%
APWM
3591
Atlas Private Wealth Management
New York
$2.47M +$616K +1,810 +33%
RCM
3592
Ratan Capital Management
Florida
$2.47M – – –
MF
3593
Manchester Financial
California
$2.47M -$42.2K -124 -2%
CWM
3594
Campbell Wealth Management
Virginia
$2.47M – – –
NC
3595
NinePointTwo Capital
California
$2.47M – – –
BMCM
3596
Burns Matteson Capital Management
New York
$2.47M +$50.7K +149 +2%
SPW
3597
Sonoma Private Wealth
California
$2.47M -$80K -235 -3%
SWM
3598
SFG Wealth Management
Maryland
$2.46M +$1.14M +3,348 +87%
GCA
3599
Genesee Capital Advisors
New York
$2.45M +$51.1K +150 +2%
GB
3600
Goepper Burkhardt
South Carolina
$2.45M -$21.5K -63 -0.9%
142 143
144
145 146