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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 %
AIP
676
Ameritas Investment Partners
Nebraska
$92.9M -$2.29M -6,730 -2%
KC
677
Kadensa Capital
Hong Kong
$92.7M -$2.06M -6,061 -2%
WB
678
WesBanco Bank
West Virginia
$92.5M -$4.18M -12,280 -4%
MMA
679
Miracle Mile Advisors
California
$92M -$253K -743 -0.3%
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$91.9M +$924K +2,714 +1%
SFG
681
Sather Financial Group
Texas
$91.6M -$1M -2,951 -1%
TAMH
682
Taikang Asset Management (HK)
Hong Kong
$91.5M -$91.5M -34,304 -50%
SWP
683
Stratos Wealth Partners
Ohio
$91.5M +$6.05M +17,769 +7%
O
684
Ossiam
France
$90.9M -$170M -500,650 -65%
PL
685
Parthenon LLC
Kentucky
$90.9M -$4.4M -12,932 -5%
KRSITF
686
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$90.9M +$697K +2,046 +0.8%
PRO
687
Pensioenfonds Rail & OV
Netherlands
$90.6M – – –
DP
688
Dearborn Partners
Illinois
$90.5M -$384K -1,127 -0.4%
CFG
689
Citizens Financial Group
Rhode Island
$90.4M -$5.94M -17,451 -6%
CTC
690
Central Trust Company
Missouri
$90.2M -$734K -2,156 -0.8%
JGC
691
J. Goldman & Co
New York
$90M +$32.4M +95,182 +56%
NAM
692
NorthCrest Asset Manangement
Minnesota
$89.8M -$6.38M -18,732 -7%
ELI
693
Empire Life Investments
Ontario, Canada
$89.4M +$471K +1,383 +0.5%
CRCM
694
Cat Rock Capital Management
Connecticut
$89.4M -$30.1M -88,500 -25%
VI
695
Vestcor Inc
New Brunswick, Canada
$89.2M -$7.31M -21,474 -8%
TCM
696
Tybourne Capital Management
Hong Kong
$89.1M -$14.3M -41,971 -14%
BWC
697
Blue Whale Capital
United Kingdom
$88.9M +$21.4M +62,750 +32%
MWM
698
Mission Wealth Management
California
$88.5M +$5.38M +15,795 +6%
Select Equity Group
699
Select Equity Group
New York
$88.5M -$37.3M -109,502 -30%
C
700
Consulta
United Kingdom
$88.4M – – –
26 27
28
29 30