MSFT icon

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 %
MC
476
Metropolis Capital
United Kingdom
$189M -$94.4M -277,184 -33%
CTB
477
Country Trust Bank
Illinois
$189M -$5.74M -16,856 -3%
AM
478
AGF Management
Ontario, Canada
$189M -$54.4M -159,613 -22%
SF
479
Synovus Financial
Georgia
$189M -$2.09M -6,136 -1%
RPI
480
Railway Pension Investments
United Kingdom
$188M – – –
VPIM
481
Vanguard Personalized Indexing Management
California
$188M +$16.2M +47,658 +9%
DCM
482
Dorsal Capital Management
California
$187M -$17M -50,000 -8%
SG Americas Securities
483
SG Americas Securities
New York
$187M -$26.5M -77,772 -12%
SPIA
484
Steward Partners Investment Advisory
New York
$187M -$864K -2,536 -0.5%
FAM
485
Foxhaven Asset Management
Virginia
$186M +$66.3M +194,574 +56%
NONA
486
Ninety One North America
New York
$185M -$1.3M -3,818 -0.7%
CAM
487
ClariVest Asset Management
California
$185M -$35.5M -104,300 -16%
PAG
488
Private Advisor Group
New Jersey
$184M +$2.52M +7,431 +1%
GLA
489
Great Lakes Advisors
Illinois
$184M -$51.4M -150,845 -22%
CIC
490
Crawford Investment Counsel
Georgia
$183M -$4.8M -14,095 -3%
CC
491
Cannell & Co
New York
$183M -$6.15M -18,074 -3%
NP
492
NS Partners
United Kingdom
$181M -$1.91M -5,603 -1%
CIM
493
Confluence Investment Management
Missouri
$180M -$3.58M -10,519 -2%
CC
494
Capital Counsel
New York
$180M -$2.77M -8,129 -2%
HIMCH
495
Hartford Investment Management Co (HIMCO)
Connecticut
$179M -$35.8M -105,073 -17%
Cetera Investment Advisers
496
Cetera Investment Advisers
Illinois
$179M +$1.84M +5,392 +1%
MIP
497
Mondrian Investment Partners
United Kingdom
$178M -$43.5M -127,681 -20%
PCM
498
Penserra Capital Management
California
$178M -$18.2M -53,412 -9%
PGFC
499
Peapack-Gladstone Financial Corp
New Jersey
$178M -$1.92M -5,634 -1%
SCA
500
Southpoint Capital Advisors
New York
$177M +$177M +520,000 New
18 19
20
21 22