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Microsoft
MSFT

Overview Fund Activity

4,775 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, 1,767 increasing their positions, 2,477 reducing their positions, and 82 closing their positions.

Holders
4,775
Holders Change
+94
Holders Change %
+2.01%
% of All Funds
75.33%
Holding in Top 10
2,666
Holding in Top 10 Change
+159
Holding in Top 10 Change %
+6.34%
% of All Funds
42.06%
New
217
Increased
1,767
Reduced
2,477
Closed
82
Calls
$39.4B
Puts
$37.2B
Net Calls
+$2.2B
Net Calls Change
-$688M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$38.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$71.6B
3
Barclays
3
Barclays
United Kingdom
$9.03B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$50.3B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$222B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$218M
2
Bank of America
2
Bank of America
North Carolina
$23.6B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$54.5B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.65B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWC
4801
Abundance Wealth Counselors
Pennsylvania
– – -22,520 Closed
WHGC
4802
Wealth High Governance Capital
Brazil
– – -20,000 Closed
DA
4803
Duality Advisers
Florida
– – -18,499 Closed
LG
4804
Lane Generational
Massachusetts
– – -17,443 Closed
HFRG
4805
Houlihan Financial Resource Group
Virginia
– – -16,866 Closed
FC
4806
Financial Consulate
Maryland
– – -16,784 Closed
APGDR
4807
Absoluto Partners Gestao de Recursos
Brazil
– – -13,309 Closed
IAM
4808
Impala Asset Management
Florida
– – -13,000 Closed
GSC
4809
Grey Street Capital
Illinois
– – -12,917 Closed
MIA
4810
Milestone Investment Advisors
Wisconsin
– – -12,171 Closed
BFA
4811
Brendel Financial Advisors
New Hampshire
– – -10,654 Closed
SPP
4812
Single Point Partners
Massachusetts
– – -9,030 Closed
TAA
4813
TB Alternative Assets
Cayman Islands
– – -8,900 Closed
MC
4814
Mount Capital
United Kingdom
– – -8,412 Closed
LCWP
4815
Legacy Capital Wealth Partners
Arkansas
– – -7,904 Closed
CAGAS
4816
Capital Advisory Group Advisory Services
Minnesota
– – -7,796 Closed
TWM
4817
Trevian Wealth Management
Massachusetts
– – -7,665 Closed
CM
4818
Capula Management
Cayman Islands
– – -7,663 Closed
GBWM
4819
Granite Bay Wealth Management
New Hampshire
– – -7,477 Closed
IWM
4820
Iams Wealth Management
Nebraska
– – -7,064 Closed
SIGI
4821
Susquehanna International Group (Ireland)
Ireland
– – -7,056 Closed
WFM
4822
Wolff Financial Management
Michigan
– – -6,747 Closed
CFA
4823
Compass Financial Advisors
Indiana
– – -6,637 Closed
GPCM
4824
Granite Point Capital Management
Massachusetts
– – -6,000 Closed
OFS
4825
OneAscent Financial Services
Alabama
– – -5,142 Closed
191 192
193
194 195