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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 %
CA
551
Cornerstone Advisors
North Carolina
$144M -$29M -85,100 -17%
AWS
552
Atria Wealth Solutions
New York
$143M +$3.85M +11,295 +3%
FCH
553
Freestone Capital Holdings
Washington
$140M +$6.75M +19,810 +5%
EI
554
Ethic Inc
New York
$140M +$3.22M +9,456 +2%
PWP
555
Perfromance Wealth Partners
Illinois
$140M -$1.54M -4,550 -1%
AI
556
Atria Investments
North Carolina
$140M +$907K +2,664 +0.7%
GT
557
Glenview Trust
Kentucky
$140M +$1.95M +5,714 +1%
CM
558
Castleark Management
Illinois
$139M +$38.4M +112,680 +38%
NW
559
NewEdge Wealth
Pennsylvania
$139M +$14.9M +43,735 +12%
MC
560
Martin Currie
United Kingdom
$139M -$1.5M -4,415 -1%
BCI
561
Brinker Capital Investments
Pennsylvania
$139M +$6.38M +18,746 +5%
OPS
562
Orion Portfolio Solutions
Nebraska
$139M +$6.38M +18,746 +5%
SIC
563
Salem Investment Counselors
North Carolina
$137M -$1.16M -3,393 -0.8%
MAMU
564
Marathon Asset Management (UK)
United Kingdom
$137M +$507K +1,488 +0.4%
AP
565
Antipodes Partners
Australia
$137M -$34.4M -101,094 -20%
OCBCO
566
Oversea-Chinese Banking Corp (OCBC)
Singapore
$137M -$3.91M -11,493 -3%
JLBC
567
J.L. Bainbridge & Co
Florida
$136M -$2.72M -7,973 -2%
BCM
568
Becker Capital Management
Oregon
$135M +$1.2M +3,519 +0.9%
CAM
569
Close Asset Management
United Kingdom
$135M -$25.1M -73,623 -16%
CT
570
Cambridge Trust
Massachusetts
$134M +$3.83M +11,240 +3%
RMDI
571
R.M. Davis Inc
Maine
$134M -$201K -590 -0.2%
SRIM
572
Saratoga Research & Investment Management
California
$133M -$7.9M -23,191 -6%
GCM
573
Gladstone Capital Management
United Kingdom
$132M -$3.97M -11,658 -3%
BFM
574
Boston Financial Management
Massachusetts
$132M +$777K +2,283 +0.6%
NEI
575
Northwest & Ethical Investments
Ontario, Canada
$132M +$6.01M +17,662 +5%
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