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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 %
NWMG
4101
National Wealth Management Group
Ohio
$1.17M +$153K +470 +15%
EGWAG
4102
Elwood & Goetz Wealth Advisory Group
Georgia
$1.17M +$102K +300 +10%
NSG
4103
Nalls Sherbakoff Group
Tennessee
$1.16M +$1.31K +4 +0.1%
MFT
4104
Moisand Fitzgerald Tamayo
Florida
$1.16M -$43.2K -127 -4%
CCG
4105
Capital CS Group
California
$1.16M +$706K +2,074 +157%
AAM
4106
Austin Asset Management
Texas
$1.16M +$38.5K +113 +3%
RRA
4107
Round Rock Advisors
Connecticut
$1.15M +$103K +301 +10%
TFA
4108
Tranquilli Financial Advisor
New Jersey
$1.15M -$64K -188 -5%
FS
4109
Ferguson Shapiro
Georgia
$1.15M -$3.07K -9 -0.3%
APC
4110
Asset Planning Corporation
Tennessee
$1.15M +$50.4K +148 +5%
HA
4111
HFG Advisors
Ohio
$1.15M +$200K +586 +21%
RFG
4112
Range Financial Group
Oregon
$1.15M -$146K -428 -11%
AW
4113
Avion Wealth
Texas
$1.15M +$178K +523 +18%
GPA
4114
Guidance Point Advisors
Massachusetts
$1.14M +$33.7K +99 +3%
AWA
4115
Alaska Wealth Advisors
Alaska
$1.14M +$54.1K +159 +5%
DF
4116
Dunhill Financial
United Kingdom
$1.14M +$1.14M +3,513 New
BAMG
4117
Brand Asset Management Group
Missouri
$1.14M -$681 -2 -0.1%
YWM
4118
Yoder Wealth Management
California
$1.14M +$30.3K +89 +3%
FF
4119
Francis Financial
$1.13M – – –
WA
4120
WESPAC Advisors
California
$1.13M +$307K +902 +37%
VBWMG
4121
Von Berge Wealth Management Group
California
$1.12M -$4.09K -12 -0.4%
KLI
4122
Kelman-Lazarov Inc
Tennessee
$1.12M +$136K +400 +14%
DC
4123
Defender Capital
North Carolina
$1.12M -$31.7K -93 -3%
RBC
4124
Roble Belko & Company
Pennsylvania
$1.12M -$606K -1,780 -35%
OFG
4125
Omega Financial Group
California
$1.12M -$13.3K -39 -1%
163 164
165
166 167