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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 %
CFAM
3626
Coury Firm Asset Management
Pennsylvania
$2.37M +$1.36K +4 +0.1%
SCP
3627
Silverleafe Capital Partners
Tennessee
$2.37M – – –
CBOR
3628
Community Bank of Raymore
Missouri
$2.36M -$9.54K -28 -0.4%
KCG
3629
Kinsale Capital Group
Virginia
$2.36M +$910K +2,673 +63%
BAM
3630
BOS Asset Management
Illinois
$2.36M +$226K +665 +11%
RRCM
3631
Rappaport Reiches Capital Management
Illinois
$2.35M +$32K +94 +1%
WAM
3632
WealthTrust Asset Management
Florida
$2.35M -$69.8K -205 -3%
PEA
3633
Park Edge Advisors
Ohio
$2.34M -$104K -306 -4%
SRWM
3634
Shira Ridge Wealth Management
California
$2.33M -$25.9K -76 -1%
RDFA
3635
Ritter Daniher Financial Advisory
Ohio
$2.33M -$116K -340 -5%
SAG
3636
Spotlight Asset Group
Illinois
$2.32M -$11.2K -33 -0.5%
EPA
3637
Element Pointe Advisors
Florida
$2.32M – – –
WIP
3638
WealthCare Investment Partners
Rhode Island
$2.31M -$113K -333 -5%
OPOWM
3639
One Plus One Wealth Management
Florida
$2.31M -$455K -1,336 -16%
MWM
3640
Mascoma Wealth Management
New Hampshire
$2.31M -$158K -485 -6%
RAG
3641
RIA Advisory Group
Iowa
$2.31M -$490K -1,428 -18%
JBA
3642
Johnson Bixby & Associates
Washington
$2.31M +$21.1K +62 +0.9%
MF
3643
Montis Financial
Massachusetts
$2.3M -$50.4K -148 -2%
KPWG
3644
KFA Private Wealth Group
Virginia
$2.3M +$127K +372 +6%
FCM
3645
Family Capital Management
Michigan
$2.3M +$196K +577 +9%
ACA
3646
Ascension Capital Advisors
Texas
$2.3M – – –
RA
3647
Ruggaard & Associates
Ohio
$2.29M -$64K -188 -3%
SIP
3648
Scott Investment Partners
United Kingdom
$2.28M – – –
PP
3649
PrairieView Partners
Minnesota
$2.28M +$1.07M +3,137 +88%
Two Sigma Investments
3650
Two Sigma Investments
New York
$2.28M +$2.28M +6,700 New
144 145
146
147 148