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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 %
KWA
3776
Kellett Wealth Advisors
Ohio
$1.95M +$18.7K +55 +1%
IAP
3777
Indie Asset Partners
Indiana
$1.95M -$8.17K -24 -0.4%
MFA
3778
Millington Financial Advisors
Illinois
$1.95M +$620K +1,820 +46%
EA
3779
Echo45 Advisors
California
$1.94M -$66.4K -195 -3%
GFG
3780
Goldstone Financial Group
Illinois
$1.94M +$1.36K +4 +0.1%
SWRP
3781
Summit Wealth & Retirement Planning
California
$1.94M -$659K -1,935 -25%
MCM
3782
Magnolia Capital Management
New York
$1.94M -$10.2K -30 -0.5%
IIM
3783
Ironwood Investment Management
Massachusetts
$1.93M -$79.7K -234 -4%
HCP
3784
Hexagon Capital Partners
Arkansas
$1.91M -$144K -423 -7%
AC
3785
ASB Consultores
Florida
$1.91M +$19.8K +58 +1%
KC
3786
Kades & Cheifetz
Pennsylvania
$1.9M -$2.38K -7 -0.1%
SGWM
3787
Sterling Group Wealth Management
California
$1.89M +$81.1K +238 +4%
SDAM
3788
Shulman DeMeo Asset Management
New York
$1.89M +$47.7K +140 +3%
CWM
3789
Comprehensive Wealth Management
Washington
$1.89M +$681 +2 +0%
WLIM
3790
White Lighthouse Investment Management
Massachusetts
$1.87M -$3.41K -10 -0.2%
DFCM
3791
Dark Forest Capital Management
Puerto Rico
$1.87M +$1.06M +3,108 +131%
RWMH
3792
Riverpoint Wealth Management Holdings
Illinois
$1.86M +$3.07K +9 +0.2%
OCPWS
3793
One Charles Private Wealth Services
Massachusetts
$1.86M +$3.41K +10 +0.2%
VP
3794
Verum Partners
North Carolina
$1.86M +$495K +1,455 +36%
ADIM
3795
Alpha DNA Investment Management
Maryland
$1.85M -$363K -1,065 -16%
PCM
3796
Portolan Capital Management
Massachusetts
$1.84M -$831K -2,440 -31%
ONSWM
3797
Old North State Wealth Management
North Carolina
$1.84M -$343K -1,005 -16%
WGCA
3798
Wolf Group Capital Advisors
Virginia
$1.84M -$929K -2,792 -34%
DSA
3799
Droms Strauss Advisors
Missouri
$1.84M -$5.41K -16 -0.3%
BHWM
3800
Beaird Harris Wealth Management
Texas
$1.84M -$125K -367 -6%
150 151
152
153 154