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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 %
GWSA
4151
Global Wealth Strategies & Associates
Colorado
$1.07M – – –
HIM
4152
Hanlon Investment Management
New Jersey
$1.07M +$44.3K +130 +4%
PF
4153
Parker Financial
Washington
$1.07M +$166K +487 +18%
TAM
4154
Tucker Asset Management
Colorado
$1.06M +$238K +700 +29%
CCA
4155
Conestoga Capital Advisors
Pennsylvania
$1.06M – – –
LRIC
4156
Long Road Investment Counsel
Michigan
$1.06M – – –
CCM
4157
Chiron Capital Management
Florida
$1.06M -$170K -500 -14%
FCC
4158
Flower City Capital
New York
$1.06M +$448K +1,314 +73%
WEPOG
4159
Wealth Enhancement & Preservation of GA
Georgia
$1.06M +$78.3K +230 +8%
KWM
4160
KFG Wealth Management
Indiana
$1.06M +$340 +1 +0%
PAA
4161
Peregrine Asset Advisers
Oregon
$1.05M +$448K +1,317 +74%
PFM
4162
Phillips Financial Management
Indiana
$1.05M +$92.3K +271 +10%
AWA
4163
Archvest Wealth Advisors
California
$1.05M +$681 +2 +0.1%
HP
4164
Hyperion Partners
Pennsylvania
$1.05M -$4.43K -13 -0.4%
DIP
4165
Davis Investment Partners
North Carolina
$1.05M +$53.4K +153 +5%
OAJ
4166
Ogorek Anthony Joseph
New York
$1.04M +$2.04K +6 +0.2%
OAM
4167
Oberweis Asset Management
Illinois
$1.04M – – –
CFS
4168
CGC Financial Services
Oregon
$1.04M +$1.04M +3,053 New
CW
4169
Cook Wealth
North Carolina
$1.04M +$36K +109 +4%
SPI
4170
Sutton Place Investors
New York
$1.04M +$54.5K +160 +6%
SPW
4171
Surience Private Wealth
Washington
$1.04M -$2.04K -6 -0.2%
BIA
4172
Bell Investment Advisors
California
$1.03M +$91.9K +270 +10%
CAM
4173
CPA Asset Management
Florida
$1.03M -$7.83K -23 -0.8%
AC
4174
AWM Capital
Arizona
$1.03M -$11.2K -33 -1%
FPIS
4175
Financial Planning & Information Services
Wisconsin
$1.03M +$44.3K +130 +4%
165 166
167
168 169