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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 %
SW
4351
Signify Wealth
Missouri
$722K +$722K +2,121 New
JC
4352
Jentner Corp
Ohio
$721K +$102K +300 +17%
OGF
4353
Orin Green Financial
California
$720K -$130K -383 -15%
LAM
4354
Lingohr Asset Management
Germany
$719K – – –
DWMG
4355
DB Wealth Management Group
California
$717K -$1.36K -4 -0.2%
KL
4356
KilterHowling LLC
Colorado
$714K +$82.1K +241 +13%
NICM
4357
Neo Ivy Capital Management
New York
$707K +$707K +2,076 New
IPW
4358
Intergy Private Wealth
Colorado
$703K +$153K +449 +28%
HIS
4359
Harvest Investment Services
Illinois
$703K +$321K +942 +84%
ETS
4360
ESL Trust Services
New York
$700K -$86.2K -253 -11%
GWA
4361
Geometric Wealth Advisors
District of Columbia
$700K +$74.6K +216 +12%
DI
4362
Disciplined Investments
Oklahoma
$699K -$238K -700 -25%
ASFA
4363
All Season Financial Advisors
Colorado
$699K -$37.8K -111 -5%
SEA
4364
Stegent Equity Advisors
Texas
$697K -$15.7K -46 -2%
HCRE
4365
Hoya Capital Real Estate
Connecticut
$696K – – –
MWM
4366
Maripau Wealth Management
Indiana
$695K +$187K +548 +37%
BAG
4367
Bridgewealth Advisory Group
California
$695K – – –
WF
4368
Whelan Financial
California
$693K +$340 +1 +0%
BSWM
4369
Boston Standard Wealth Management
Massachusetts
$691K +$3.75K +11 +0.5%
DFG
4370
Demars Financial Group
Washington
$687K -$20.4K -60 -3%
GCP
4371
GSA Capital Partners
United Kingdom
$686K -$448K -1,315 -40%
HMS
4372
Hanseatic Management Services
New Mexico
$685K +$685K +2,011 New
KCM
4373
Kaye Capital Management
California
$683K -$16.3K -48 -2%
TPW
4374
Tiller Private Wealth
Pennsylvania
$683K +$4.77K +14 +0.7%
DLHL
4375
Donald L. Hagan LLC
Florida
$683K -$25.5K -75 -4%
173 174
175
176 177