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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 %
GD
701
Grandfield & Dodd
New York
$88.2M -$2.55M -7,501 -3%
BA
702
Bridgewater Associates
Connecticut
$87.7M -$5.11K -15 -0%
QCM
703
Quantinno Capital Management
New York
$87.7M +$10.8M +31,590 +14%
NIM
704
Northeast Investment Management
Massachusetts
$87.5M -$125K -366 -0.1%
SSWM
705
Smith Salley Wealth Management
North Carolina
$87.5M +$440K +1,291 +0.5%
NL
706
NWAM LLC
Washington
$87M +$6.4M +18,804 +8%
BGCP
707
Bristol Gate Capital Partners
Ontario, Canada
$86.7M -$20.1M -58,907 -19%
FNT
708
First National Trust
Pennsylvania
$86.7M -$6.64M -19,505 -7%
HJGA
709
Hardman Johnston Global Advisors
Connecticut
$86.7M +$8.07M +23,705 +10%
BHC
710
Bowen Hanes & Co
Florida
$86.7M -$1.68M -4,939 -2%
SFA
711
Sequoia Financial Advisors
Ohio
$86.6M +$8.7M +25,541 +11%
RMA
712
Roffman Miller Associates
Pennsylvania
$86.4M -$1.84M -5,391 -2%
KI
713
Keystone Investors
Singapore
$86.4M +$27.2M +79,867 +46%
MME
714
Meag Munich Ergo
Germany
$86.3M +$693K +2,036 +0.8%
TFP
715
Triple Frond Partners
California
$86.3M – – –
HMP
716
HS Management Partners
New York
$86M -$48.9M -143,715 -36%
IWC
717
Integrated Wealth Concepts
Massachusetts
$85.9M +$7.6M +22,315 +10%
CPSAC
718
Chas P. Smith & Associates (CPS)
Florida
$85.7M +$1.22M +3,587 +1%
SAI
719
Systematic Alpha Investments
New Jersey
$85.6M – – –
LCAM
720
London & Capital Asset Management
United Kingdom
$85.4M -$12.5M -36,721 -13%
LNWWM
721
Laird Norton Wetherby Wealth Management
California
$85.3M +$50.7K +149 +0.1%
MAM
722
Meeder Asset Management
Ohio
$85.3M +$1.26M +3,699 +1%
RT
723
Rockland Trust
Massachusetts
$85M -$1.23M -3,601 -1%
CA
724
Cullinan Associates
Kentucky
$84.9M -$519K -1,524 -0.6%
WBC
725
Westpac Banking Corp
Australia
$84.9M -$307M -902,975 -78%
27 28
29
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