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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 %
GFA
3651
Gallagher Fiduciary Advisors
Illinois
$2.28M -$11.9K -35 -0.5%
GCP
3652
Gill Capital Partners
Colorado
$2.28M -$260K -764 -10%
FNBSF
3653
First National Bank Sioux Falls
South Dakota
$2.28M -$1.02K -3 -0%
RIS
3654
Retirement Income Solutions
Michigan
$2.28M -$57.2K -168 -2%
AIM
3655
Aigen Investment Management
New York
$2.27M +$2.27M +6,676 New
CFO
3656
Collective Family Office
Pennsylvania
$2.27M -$3.41K -10 -0.2%
NWM
3657
Northwest Wealth Management
Iowa
$2.26M +$5.45K +16 +0.2%
FGA
3658
Fortis Group Advisors
New Jersey
$2.26M +$1.1M +3,243 +96%
CFO
3659
Capitol Family Office
Oregon
$2.25M +$279K +820 +14%
BFAG
3660
Blackston Financial Advisory Group
Florida
$2.25M -$93K -273 -4%
PWP
3661
Phillips Wealth Planners
Mississippi
$2.25M -$227K -668 -9%
AL
3662
ADE LLC
Maryland
$2.25M -$6.81K -20 -0.3%
PCMF
3663
Private Capital Management (Florida)
Florida
$2.24M +$608K +1,784 +37%
QT
3664
Quantbot Technologies
New York
$2.24M +$2.24M +6,585 New
FCFC
3665
First Citizens Financial Corp
Iowa
$2.24M +$2.24M +6,577 New
BCM
3666
Barden Capital Management
Texas
$2.24M -$239K -703 -10%
EIA
3667
Eldridge Investment Advisors
New Hampshire
$2.23M -$23.5K -69 -1%
LFS
3668
Legacy Financial Strategies
Kansas
$2.23M +$223K +655 +11%
FC
3669
FCA Corp
Texas
$2.22M -$2.38K -7 -0.1%
JGCM
3670
Joseph Group Capital Management
Ohio
$2.22M +$16.3K +48 +0.7%
CP
3671
Coho Partners
Pennsylvania
$2.21M -$17K -50 -0.8%
OMC
3672
Oasis Management Company
Cayman Islands
$2.21M +$2.21M +6,500 New
XWM
3673
Xcel Wealth Management
Florida
$2.21M -$680K -1,996 -24%
SHJ
3674
Sharkey, Howes & Javer
Colorado
$2.21M -$15.7K -46 -0.7%
GM
3675
Granger Management
New York
$2.21M -$25.2K -74 -1%
145 146
147
148 149