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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 %
ZCI
601
Zevenbergen Capital Investments
Washington
$120M -$5.13M -15,061 -4%
OCM
602
Oribel Capital Management
New York
$120M +$24.7M +72,500 +26%
CS
603
Cannell & Spears
New York
$119M -$1.75M -5,148 -1%
DSA
604
Davis Selected Advisers
Arizona
$118M -$2.14M -6,295 -2%
CF
605
Cypress Funds
California
$117M – – –
HCM
606
Howland Capital Management
Massachusetts
$117M -$1.54M -4,530 -1%
DCM
607
Donaldson Capital Management
Indiana
$115M +$281K +826 +0.2%
SIA
608
Sit Investment Associates
Minnesota
$115M -$1.43M -4,190 -1%
KIA
609
KCM Investment Advisors
California
$115M -$7.04M -20,659 -6%
CGL
610
Clarius Group LLC
Washington
$114M -$553K -1,624 -0.5%
TC
611
TownSquare Capital
Utah
$114M +$6.64M +19,498 +6%
AAM
612
Ardevora Asset Management
United Kingdom
$113M +$113M +332,500 New
CSIC
613
Clifford Swan Investment Counsel
California
$113M -$2M -5,875 -2%
VDI
614
Vaughan David Investments
Illinois
$113M -$588K -1,727 -0.5%
SI
615
Stephens Inc
Arkansas
$112M -$2.15M -6,303 -2%
ONB
616
Old National Bancorp
Indiana
$112M -$4.05M -11,889 -3%
BA
617
Bristlecone Advisors
Washington
$112M -$2.99M -8,767 -3%
HW
618
Hancock Whitney
Mississippi
$112M -$7.3M -21,450 -6%
CK
619
Cohen Klingenstein
New York
$112M – – –
SEP
620
Soma Equity Partners
California
$111M +$25.5M +75,000 +30%
MLICM
621
Metropolitan Life Insurance Company (MetLife)
New York
$110M -$3.03M -8,912 -3%
FFM
622
Fullerton Fund Management
Singapore
$110M +$5.08M +14,929 +5%
HIMC
623
Heritage Investors Management Corp
Maryland
$110M -$3.83M -11,247 -3%
EB
624
Eastern Bank
Massachusetts
$109M -$1.68M -4,921 -2%
CCM
625
Cullen Capital Management
New York
$109M -$1.78M -5,221 -2%
23 24
25
26 27