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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 %
GG
3751
Golden Green
South Carolina
$2.03M +$698K +2,050 +53%
3F
3752
360 Financial
Minnesota
$2.03M -$24.9K -73 -1%
TWA
3753
Talisman Wealth Advisors
New Jersey
$2.02M -$33.4K -98 -2%
IFS
3754
Intelligent Financial Strategies
Minnesota
$2.02M +$341 +1 +0%
AWM
3755
Alterna Wealth Management
Texas
$2.02M -$407K -1,194 -17%
FCM
3756
Fourpath Capital Management
Oklahoma
$2.02M -$78.7K -231 -4%
SL
3757
Sentinus LLC
Illinois
$2M -$132K -387 -6%
FW
3758
FirstPurpose Wealth
Utah
$1.99M -$169K -497 -8%
NWA
3759
New World Advisors
Massachusetts
$1.99M -$114K -335 -5%
NCMW
3760
Northern Capital Management (Washington)
Washington
$1.99M -$136K -399 -6%
CWA
3761
Clearview Wealth Advisors
Oregon
$1.99M -$37.1K -109 -2%
CAM
3762
Campion Asset Management
Virginia
$1.99M – – –
DPI
3763
Diversified Portfolios Inc
Michigan
$1.99M -$144K -424 -7%
CBNLCF
3764
Cognios Beta Neutral Large Cap Fund
Kansas
$1.98M – – –
CCM
3765
Check Capital Management
California
$1.98M -$42.6K -125 -2%
IPGDR
3766
Investidor Profissional Gestao de Recursos
Brazil
$1.97M -$1.55M -4,543 -44%
PMG
3767
Private Management Group
California
$1.97M +$554K +1,627 +39%
EE
3768
EWG Elevate
California
$1.97M -$10.6K -31 -0.5%
TFA
3769
Triad Financial Advisors
North Carolina
$1.97M -$19.1K -56 -1%
KGC
3770
Kennon-Green & Company
Ohio
$1.97M +$101K +298 +5%
FP
3771
Fiduciary Planning
Florida
$1.97M -$43.6K -128 -2%
EL
3772
EMFO LLC
Florida
$1.96M +$2.38K +7 +0.1%
GEM
3773
Global Endowment Management
North Carolina
$1.96M -$2.11M -6,208 -52%
VA
3774
Verdad Advisers
Massachusetts
$1.96M +$257K +755 +15%
TF
3775
TimeScale Financial
Massachusetts
$1.96M -$302K -887 -13%
149 150
151
152 153