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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 %
LWM
3826
Lionsbridge Wealth Management
Florida
$1.78M -$80.7K -237 -4%
TWM
3827
Tolleson Wealth Management
Texas
$1.78M – – –
GHA
3828
Granite Harbor Advisors
Texas
$1.78M +$103K +303 +6%
WAOI
3829
Wealth Advisors of Iowa
Iowa
$1.78M +$55.5K +163 +3%
PCWA
3830
Pacific Capital Wealth Advisors
California
$1.77M – – –
DFS
3831
Dixon Fnancial Services
California
$1.77M -$1.36K -4 -0.1%
4WM
3832
4J Wealth Management
Virginia
$1.77M -$57.6K -169 -3%
HIM
3833
Hillsdale Investment Management
Ontario, Canada
$1.77M +$531K +1,560 +43%
WAG
3834
Wallace Advisory Group
California
$1.77M – – –
PIM
3835
Profit Investment Management
Maryland
$1.76M -$320K -941 -15%
AWC
3836
Adamsbrown Wealth Consultants
Kansas
$1.75M -$15.3K -45 -0.9%
AWM
3837
Accel Wealth Management
Iowa
$1.75M +$68.1K +200 +4%
CA
3838
Claris Advisors
Missouri
$1.75M +$34.7K +102 +2%
KWM
3839
Kaydan Wealth Management
Michigan
$1.75M -$38.5K -113 -2%
UCB
3840
United Community Bank
South Carolina
$1.74M -$180K -530 -9%
TBC
3841
Ted Buchan & Co
California
$1.74M -$113K -332 -6%
FAM
3842
Family Asset Management
South Carolina
$1.73M +$399K +1,171 +30%
AP
3843
Atwood & Palmer
Missouri
$1.73M +$482K +1,415 +39%
OPPS
3844
Obsidian Personal Planning Solutions
Maryland
$1.73M +$11.6K +34 +0.7%
BWM
3845
BigSur Wealth Management
Florida
$1.73M -$10.6K -31 -0.6%
CMBA
3846
C.M. Bidwell & Associates
Hawaii
$1.73M +$86.2K +253 +5%
GAA
3847
Global Assets Advisory
Florida
$1.73M -$23.7K -70 -1%
JFG
3848
JMG Financial Group
Illinois
$1.73M -$38.1K -112 -2%
HI
3849
HBK Investments
Texas
$1.73M -$2.05M -6,010 -54%
AFG
3850
Altiora Financial Group
Ohio
$1.72M -$68.1K -200 -4%
152 153
154
155 156