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 %
EWM
651
Elite Wealth Management
Washington
$101M +$13.6M +39,980 +16%
OCM
652
Osterweis Capital Management
California
$100M +$754K +2,213 +0.8%
Credit Agricole
653
Credit Agricole
France
$100M +$12.9M +37,899 +15%
WSFS
654
Wilmington Savings Fund Society
Delaware
$100M -$1.7M -4,994 -2%
PWP
655
Private Wealth Partners
California
$99.7M -$1.68M -4,930 -2%
PCIA
656
Prime Capital Investment Advisors
Kansas
$99M +$28.9M +84,892 +41%
FCM
657
Fortis Capital Management
Washington
$98.5M +$2.5M +7,330 +3%
BCV
658
Banque Cantonale Vaudoise
Switzerland
$98.2M -$8.53M -25,039 -8%
CCM
659
Chilton Capital Management
Texas
$96.7M -$1.7M -5,000 -2%
GIA
660
Guyasuta Investment Advisors
Pennsylvania
$96.6M -$2.73M -8,031 -3%
PAS
661
Park Avenue Securities
New York
$96.6M +$32.7M +96,095 +51%
ACI
662
Alpha Cubed Investments
California
$95.7M -$3.41M -10,026 -3%
TI
663
Tidal Investments
Wisconsin
$95.4M +$9.08M +26,678 +11%
CIPU
664
Caledonia Investments plc (UK)
United Kingdom
$95.2M -$2.01M -5,900 -2%
CIC
665
Carnegie Investment Counsel
Ohio
$95.1M -$1.7M -4,984 -2%
HCS
666
Himension Capital (Singapore)
Singapore
$95.1M -$31.5M -92,467 -25%
BG
667
Bollard Group
Massachusetts
$95M +$318K +935 +0.3%
GW
668
GW & Wade
Massachusetts
$94.9M +$1.3M +3,805 +1%
BRWA
669
B. Riley Wealth Advisors
Florida
$94.8M -$11.2M -32,837 -11%
V
670
Veritable
Delaware
$94.6M -$1.38M -4,067 -1%
CA
671
Cetera Advisors
Colorado
$94.2M +$881K +2,586 +0.9%
CDH
672
Charles D. Hyman
$94.1M +$459K +1,348 +0.5%
ATC
673
Argent Trust Co
Tennessee
$93.9M +$7.67M +22,519 +9%
VGM
674
Voyager Global Management
New York
$93.6M -$93.6M -275,000 -50%
ECM
675
Evergreen Capital Management
Washington
$93.2M +$1.32M +3,881 +1%
25 26
27
28 29