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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 %
ADEF
501
Adams Diversified Equity Fund
Maryland
$176M – – –
QPBE
502
Quintet Private Bank (Europe)
Luxembourg
$176M -$2.04M -6,024 -1%
BPA
503
Beacon Pointe Advisors
California
$175M -$13.2M -38,890 -7%
WorldQuant Millennium Advisors
504
WorldQuant Millennium Advisors
New York
$175M +$45M +132,100 +35%
DLA
505
Douglas Lane & Associates
New York
$173M -$6.65M -19,522 -4%
SW
506
SVB Wealth
Massachusetts
$173M -$51.3M -150,525 -23%
PA
507
Pinnacle Associates
New York
$172M +$12.5M +36,706 +8%
CCMG
508
Clark Capital Management Group
Pennsylvania
$171M +$18.8M +55,239 +12%
MHC
509
Meyer Handelman Company
New York
$171M -$7.51M -22,065 -4%
CI
510
Clal Insurance
Israel
$171M -$170K -500 -0.1%
NC
511
Nicholas Company
Wisconsin
$170M -$30.2M -88,640 -15%
SIG
512
Stonegate Investment Group
Alabama
$169M -$681 -2 -0%
DAM
513
Delta Asset Management
Tennessee
$168M -$4.57M -13,415 -3%
BF
514
BOK Financial
Oklahoma
$167M -$4.15M -12,178 -2%
BPWM
515
Badgley Phelps Wealth Managers
Washington
$166M +$18.3M +53,686 +12%
MG
516
Markel Group
Virginia
$165M +$2.04M +6,000 +1%
Alyeska Investment Group
517
Alyeska Investment Group
Illinois
$164M +$163M +478,961 +12,016%
MSV
518
MN Services Vermogensbeheer
Netherlands
$164M -$25.7M -75,500 -14%
EDRH
519
Edmond de Rothschild Holding
Switzerland
$164M -$28.7M -84,386 -15%
BAMCO Inc
520
BAMCO Inc
New York
$163M -$1.98M -5,811 -1%
SAM
521
Shell Asset Management
Netherlands
$162M -$6.75M -19,810 -4%
FLPIM
522
F.L. Putnam Investment Management
Massachusetts
$161M +$18.8M +55,265 +13%
CIS
523
Capital International Sarl
California
$161M +$7.93M +23,273 +5%
BB
524
Busey Bank
Illinois
$161M -$3.92M -11,525 -2%
GKIM
525
GW&K Investment Management
Massachusetts
$161M -$7.94M -23,313 -5%
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