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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 %
KFC
726
Klingenstein Fields & Co
New York
$84.7M -$1.29M -3,779 -1%
CTA
727
Chesley Taft & Associates
Illinois
$84.3M -$1.23M -3,600 -1%
GH
728
GAM Holding
Switzerland
$84.1M -$436K -1,280 -0.5%
CS
729
Clear Street
New York
$83.9M +$83.9M +246,300 New
YL
730
YCG LLC
Texas
$83.9M -$1.12M -3,297 -1%
CLG
731
Cooperman Leon G
$83.7M – – –
MCM
732
Maple Capital Management
Vermont
$83.6M +$897K +2,634 +1%
AAS
733
Avantax Advisory Services
Texas
$83.5M +$1.38M +4,060 +2%
FNBOO
734
First National Bank of Omaha
Nebraska
$83.2M -$4.55M -13,375 -5%
ACA
735
Aptus Capital Advisors
Alabama
$82.9M -$5.67M -16,638 -6%
Tudor Investment Corp
736
Tudor Investment Corp
Connecticut
$82.4M +$76M +223,212 +1,193%
AA
737
Ancora Advisors
Ohio
$82.1M -$21.5K -63 -0%
AWA
738
Aaron Wealth Advisors
Illinois
$81.9M +$5.29M +15,528 +7%
HWM
739
HB Wealth Management
Georgia
$81.8M -$814K -2,391 -1%
NPF
740
Norris Perne & French
Michigan
$81.7M -$437K -1,283 -0.5%
ISL
741
Ingalls & Snyder LLC
New York
$81.6M +$74.6K +219 +0.1%
EWA
742
Exencial Wealth Advisors
Oklahoma
$81.4M +$1.69M +4,964 +2%
AT
743
Avalon Trust
New Mexico
$81.2M -$862K -2,530 -1%
SS
744
Simplicity Solutions
Minnesota
$81M -$10.3M -30,236 -11%
DIA
745
Dana Investment Advisors
Wisconsin
$80.8M -$1.43M -4,211 -2%
JCAM
746
Jericho Capital Asset Management
New York
$80.7M +$80.7M +237,000 New
EIA
747
Edgemoor Investment Advisors
Maryland
$80.7M -$961K -2,822 -1%
MCM
748
Mill Capital Management
North Carolina
$80.3M -$4.19M -12,297 -5%
LIP
749
Liontrust Investment Partners
United Kingdom
$80.2M -$17.2M -50,493 -18%
AG
750
Avala Global
New York
$79.9M +$22.6M +66,300 +39%
28 29
30
31 32