MSFT icon

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 %
RP
4001
Riverwater Partners
Wisconsin
$1.37M -$85.8K -252 -6%
PPW
4002
Pasadena Private Wealth
California
$1.37M -$33.4K -98 -2%
ACM
4003
Armbruster Capital Management
New York
$1.37M – – –
GU
4004
Georgetown University
District of Columbia
$1.36M +$2.72K +8 +0.2%
LOAMU
4005
Lombard Odier Asset Management (USA)
New York
$1.36M -$1.36M -4,000 -50%
FWSM
4006
First Wilshire Securities Management
California
$1.36M – – –
MC
4007
McMorgan & Co
California
$1.36M -$10.2K -30 -0.7%
DWA
4008
Delos Wealth Advisors
Texas
$1.36M -$58.2K -171 -4%
DA
4009
Doliver Advisors
Texas
$1.36M -$560K -1,645 -29%
PGWM
4010
Pitti Group Wealth Management
New York
$1.35M -$207K -608 -13%
ACH
4011
ArrowMark Colorado Holdings
Colorado
$1.35M – – –
RA
4012
Riversedge Advisors
Delaware
$1.35M -$5.45K -16 -0.4%
LCM
4013
Lewis Capital Management
California
$1.35M – – –
BBW
4014
Blue Barn Wealth
Utah
$1.35M -$143K -419 -10%
CL
4015
COWA LLC
Oklahoma
$1.35M -$10.6K -31 -0.8%
MPW
4016
MGO Private Wealth
California
$1.34M -$173K -509 -11%
WCM
4017
Windham Capital Management
Massachusetts
$1.34M – – –
SFM
4018
Systematic Financial Management
New Jersey
$1.33M – – –
CAM
4019
CenterStar Asset Management
Illinois
$1.33M +$1.33M +3,919 New
SGC
4020
Slocum, Gordon & Co
Rhode Island
$1.33M +$80K +235 +6%
SWIM
4021
Smallwood Wealth Investment Management
New Jersey
$1.33M -$17K -50 -1%
GAA
4022
Green Alpha Advisors
Colorado
$1.33M – – –
PWC
4023
PYA Waltman Capital
Tennessee
$1.33M +$104K +321 +8%
PCA
4024
Private Capital Advisors
Connecticut
$1.32M +$5.11K +15 +0.4%
FPWM
4025
FSB Premier Wealth Management
Iowa
$1.32M -$8.51K -25 -0.6%
159 160
161
162 163