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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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$12.1B 35,473,479 -58,744 -0.2%
Ameriprise
27
Ameriprise
Minnesota
$12B 35,107,288 -1,360,363 -4%
UBS AM
28
UBS AM
Illinois
$11.3B 39,218,193 – –
Amundi
29
Amundi
France
$10.6B 31,445,881 -1,464,420 -4%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$10.5B 30,833,727 -1,816,733 -6%
Deutsche Bank
31
Deutsche Bank
Germany
$9.74B 28,605,892 -1,909,144 -6%
Barclays
32
Barclays
United Kingdom
$9.03B 26,530,817 +7,096,793 +37%
Franklin Resources
33
Franklin Resources
California
$8.89B 26,092,980 -754,283 -3%
Jennison Associates
34
Jennison Associates
New York
$8.71B 25,568,522 -169,692 -0.7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$8.7B 25,540,270 -2,564,500 -9%
Fisher Asset Management
36
Fisher Asset Management
Washington
$8.32B 24,417,538 +411,431 +2%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$7.87B 23,102,119 +164,497 +0.7%
UBS Group
38
UBS Group
Switzerland
$7.81B 22,947,478 -1,901,845 -8%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$6.74B 19,793,822 -2,544,534 -11%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$6.67B 19,578,419 +452,207 +2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$6.19B 18,157,776 +1,587,540 +10%
American Century Companies
42
American Century Companies
Missouri
$5.95B 17,461,278 -1,025,876 -6%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$5.63B 16,064,632 +1,053,876 +7%
Principal Financial Group
44
Principal Financial Group
Iowa
$5.37B 15,781,632 -838,169 -5%
ClearBridge Investments
45
ClearBridge Investments
New York
$5.08B 14,916,569 -895,293 -6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$5.03B 14,771,546 +191,828 +1%
DZ Bank
47
DZ Bank
Germany
$4.89B 14,357,452 +626,223 +5%
CS
48
Credit Suisse
Switzerland
$4.88B 14,323,250 -1,031,970 -7%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$4.76B 13,973,433 +1,974,005 +16%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$4.57B 13,421,739 -143,002 -1%
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