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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 %
FA
3676
Faithward Advisors
Pennsylvania
$2.21M -$459K -1,429 -17%
HS
3677
Horan Securities
United States
$2.2M +$83.8K +246 +4%
HI
3678
Human Investing
Oregon
$2.2M +$20.4K +60 +0.9%
TFF
3679
The Family Firm
Maryland
$2.19M +$3.41K +10 +0.2%
TCB
3680
Texas Capital Bancshares
Texas
$2.19M -$27.2K -80 -1%
MF
3681
Meridian Financial
Massachusetts
$2.18M -$7.15K -21 -0.3%
UFA
3682
US Financial Advisors
Massachusetts
$2.18M -$236K -692 -10%
SC
3683
Shay Capital
New York
$2.18M +$2.18M +6,400 New
Cohen & Steers
3684
Cohen & Steers
New York
$2.18M – – –
DF
3685
DecisionPoint Financial
Arizona
$2.18M -$11.6K -34 -0.5%
TI
3686
Truepoint Inc
Ohio
$2.18M +$253K +742 +13%
NEWAS
3687
N.E.W. Advisory Services
Wisconsin
$2.17M +$8.51K +25 +0.4%
AWA
3688
ARQ Wealth Advisors
Arizona
$2.17M +$54.8K +161 +3%
RCM
3689
Requisite Capital Management
Texas
$2.17M +$125K +367 +6%
IFPG
3690
Intrepid Financial Planning Group
Indiana
$2.17M +$73.9K +217 +4%
KFA
3691
Krane Funds Advisors
New York
$2.17M -$701K -2,058 -24%
C
3692
CEDRUS
Colorado
$2.16M -$220K -647 -9%
AWM
3693
AllSquare Wealth Management
New York
$2.16M – – –
AIA
3694
Angeles Investment Advisors
California
$2.16M +$892K +2,620 +70%
WFA
3695
WestHill Financial Advisors
California
$2.16M -$20.8K -61 -1%
SWP
3696
Summit Wealth Partners
Florida
$2.16M – – –
CF
3697
Copperwynd Financial
Arizona
$2.16M +$341 +1 +0%
CRIG
3698
Charter Research & Investment Group
Connecticut
$2.16M -$37.5K -110 -2%
LTAS
3699
Linden Thomas Advisory Services
North Carolina
$2.15M +$396K +1,162 +23%
MTIM
3700
Marathon Trading Investment Management
Pennsylvania
$2.15M +$817K +2,400 +61%
146 147
148
149 150