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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 %
RCM
3726
Rain Capital Management
Oregon
$2.08M +$1.36K +4 +0.1%
CG
3727
Clifford Group
Massachusetts
$2.07M +$198K +580 +11%
CHA
3728
Cooper/Haims Advisors
New York
$2.07M -$96.7K -284 -4%
CCG
3729
Coastwise Capital Group
California
$2.07M -$665K -1,954 -24%
TAM
3730
Tealwood Asset Management
Minnesota
$2.07M -$502K -1,474 -20%
PSCM
3731
Per Stirling Capital Management
Texas
$2.07M +$194K +571 +10%
GSAM
3732
Grant Street Asset Management
Pennsylvania
$2.06M +$512K +1,504 +33%
TIM
3733
Tevis Investment Management
Texas
$2.06M +$16.3K +48 +0.8%
AF
3734
Aldebaran Financial
$2.06M -$247K -726 -11%
RW
3735
RVW Wealth
California
$2.06M -$9.19K -27 -0.4%
PWA
3736
Primoris Wealth Advisors
Florida
$2.06M +$1.7K +5 +0.1%
HIF
3737
Hill Island Financial
Michigan
$2.06M +$681 +2 +0%
CIC
3738
Cornercap Investment Counsel
Georgia
$2.05M -$347K -1,018 -14%
HWP
3739
Heritage Wealth Partners
Ohio
$2.05M +$2.05M +6,032 New
PFA
3740
Professional Financial Advisors
Nebraska
$2.05M +$37.5K +110 +2%
DCM
3741
Davidson Capital Management
Texas
$2.05M +$11.9K +35 +0.6%
PWM
3742
Paulson Wealth Management
Illinois
$2.05M +$785K +2,304 +62%
LI
3743
Latash Investments
Alaska
$2.04M – – –
VFM
3744
Viking Fund Management
North Dakota
$2.04M – – –
TCA
3745
Taconic Capital Advisors
New York
$2.04M +$170K +500 +9%
PGCM
3746
Prescott Group Capital Management
Oklahoma
$2.04M – – –
LFM
3747
Lumina Fund Management
New York
$2.04M – – –
TPWM
3748
Twelve Points Wealth Management
Massachusetts
$2.04M -$7.83K -23 -0.4%
GIM
3749
Guild Investment Management
California
$2.03M +$157K +461 +8%
NF
3750
Norwood Financial
Pennsylvania
$2.03M -$189K -554 -9%
148 149
150
151 152