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 %
AMR
4051
Asset Management Resources
Massachusetts
$1.26M +$41.2K +121 +3%
CA
4052
Crumly & Associates
Illinois
$1.26M -$299K -879 -19%
WCWM
4053
Willow Creek Wealth Management
California
$1.26M +$184K +539 +17%
DF
4054
Donoghue Forlines
Massachusetts
$1.25M +$1.25M +3,678 New
PWM
4055
Peterson Wealth Management
Nevada
$1.25M +$70.5K +207 +6%
FWA
4056
FSC Wealth Advisors
New York
$1.25M +$681 +2 +0.1%
HCA
4057
Heck Capital Advisors
Wisconsin
$1.25M -$28.6K -84 -2%
TFA
4058
Trinity Financial Advisors
Ohio
$1.25M +$69.8K +205 +6%
SCM
4059
Stordahl Capital Management
Colorado
$1.25M +$341 +1 +0%
IAA
4060
Ironsides Asset Advisors
North Carolina
$1.25M – – –
CAM
4061
Crestone Asset Management
Colorado
$1.24M -$232K -680 -16%
YAVAPFMC
4062
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.24M -$2.08M -6,200 -63%
VPP
4063
Vertex Planning Partners
Illinois
$1.24M +$235K +690 +23%
CPW
4064
Catalyst Private Wealth
California
$1.24M -$192K -563 -13%
AFS
4065
Annapolis Financial Services
Maryland
$1.23M +$71.5K +210 +6%
EA
4066
Eclectic Associates
California
$1.23M -$17.7K -52 -1%
CSIA
4067
Conrad Siegel Investment Advisors
Pennsylvania
$1.23M +$295K +867 +32%
LOIP
4068
Live Oak Investment Partners
Texas
$1.23M -$1.11M – –
FAM
4069
Fenimore Asset Management
New York
$1.23M +$341 +1 +0%
BWA
4070
Beam Wealth Advisors
Louisiana
$1.23M +$51.1K +150 +4%
LFG
4071
Lockerman Financial Group
California
$1.23M -$2.38K -7 -0.2%
GC
4072
Giverny Capital
Quebec, Canada
$1.22M +$5.45K +16 +0.4%
MRWM
4073
ML&R Wealth Management
Texas
$1.22M -$1.36K -4 -0.1%
DM
4074
Diker Management
New York
$1.22M -$152K -445 -11%
PWA
4075
PCG Wealth Advisors
Kansas
$1.22M +$25.5K +75 +2%
161 162
163
164 165