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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 %
Wealthfront Advisers
451
Wealthfront Advisers
California
$208M +$3.65M +10,732 +2%
CAG
452
Crestwood Advisors Group
Massachusetts
$208M -$7.73M -22,690 -4%
GF
453
Gabelli Funds
New York
$207M -$5.52M -16,215 -3%
WHG
454
Westwood Holdings Group
Texas
$207M -$30.5M -89,417 -13%
GAM
455
Guinness Asset Management
United Kingdom
$205M +$16.2M +47,591 +9%
CAM
456
Congress Asset Management
Massachusetts
$205M +$1.55M +4,564 +0.8%
TAM
457
Tocqueville Asset Management
New York
$205M -$3.42M -10,040 -2%
EWA
458
EP Wealth Advisors
California
$205M +$203M +49,553 +11,086%
KRS
459
Kentucky Retirement Systems
Kentucky
$204M +$3.16M +9,269 +2%
Lido Advisors
460
Lido Advisors
California
$202M +$14.3M +41,863 +8%
SDIC
461
South Dakota Investment Council
South Dakota
$201M -$19.2M -56,346 -9%
JC
462
Joho Capital
New York
$201M – – –
SCM
463
Shelton Capital Management
Colorado
$199M +$9.45M +27,761 +5%
ACM
464
Argent Capital Management
Missouri
$198M +$3.54M +10,393 +2%
EMPI
465
Elo Mutual Pension Insurance
Finland
$198M +$5.61M +16,475 +3%
TGA
466
TPG GP A
Texas
$197M -$71.3M -209,520 -27%
AACR
467
ACR Alpine Capital Research
Missouri
$197M -$30.9M -90,758 -14%
SCM
468
Silvant Capital Management
Georgia
$196M -$4.97M -14,608 -2%
BS
469
Banco Santander
Spain
$196M +$49.9M +146,624 +34%
WTC
470
WhitTier Trust Company
Nevada
$195M -$1.16M -3,394 -0.6%
RCM
471
Rokos Capital Management
United Kingdom
$194M +$3.5M +10,240 +2%
MSRPS
472
Maryland State Retirement & Pension System
Maryland
$194M -$7.33M -21,516 -4%
MRG
473
Milestone Resources Group
British Virgin Islands
$194M +$3.19M +9,366 +2%
KCM
474
Kensico Capital Management
Connecticut
$191M +$28.8M +84,500 +18%
TAM
475
Trillium Asset Management
Massachusetts
$190M -$1.62M -4,743 -0.8%
17 18
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