MSFT icon

Microsoft
MSFT

Overview Fund Activity

3,957 hedge funds and large institutions have $1.48T invested in Microsoft in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,797 increasing their positions, 1,709 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,957
Holders Change
-21
Holders Change %
-0.53%
% of All Funds
69.08%
Holding in Top 10
2,135
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+3.39%
% of All Funds
37.27%
New
131
Increased
1,797
Reduced
1,709
Closed
98
Calls
$38.7B
Puts
$27.5B
Net Calls
+$11.2B
Net Calls Change
+$12.5B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.68B
2
Macquarie Group
Macquarie Group
Australia
+$2.54B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.62B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$835M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$802M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.52B
2
UBS AM
UBS AM
Illinois
-$3.36B
3
FP
Financial Perspectives
Minnesota
-$2.05B
4
Bank of America
Bank of America
North Carolina
-$1.83B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
751
Cullinan Associates
Kentucky
$62M +$6.06M +22,353 +11%
AAIM
752
Asset Advisors Investment Management
Georgia
$61.9M -$959K -3,540 -2%
CCM
753
Compass Capital Management
Minnesota
$61.7M +$317K +1,170 +0.5%
KCM
754
Kanawha Capital Management
Virginia
$61.7M -$779K -2,874 -1%
CWM
755
Calamos Wealth Management
Illinois
$61.4M -$118K -437 -0.2%
SYBT
756
Stock Yards Bank & Trust
Kentucky
$61.4M -$832K -3,070 -1%
PTC
757
Philadelphia Trust Company
Pennsylvania
$61.3M -$498K -1,840 -0.8%
PCIG
758
Partners Capital Investment Group
Massachusetts
$61.2M -$7.35M -27,131 -11%
SFG
759
Sather Financial Group
Texas
$61.1M +$931K +3,438 +2%
NPA
760
Nichols & Pratt Advisers
Massachusetts
$61M +$374K +1,381 +0.6%
YL
761
YCG LLC
Texas
$60.6M +$4.84M +17,877 +9%
DIA
762
Davidson Investment Advisors
Montana
$60.6M -$2.58M -9,527 -4%
CMG
763
Cavalry Management Group
California
$60.2M -$15.6M -57,511 -21%
LWCA
764
Locust Wood Capital Advisers
New York
$60.2M -$1.25M -4,624 -2%
GW
765
GW & Wade
Massachusetts
$60.1M -$973K -3,592 -2%
WAS
766
Wesleyan Assurance Society
United Kingdom
$59.9M – – –
MWM
767
Merriman Wealth Management
Washington
$59.3M +$9.05M +33,391 +18%
MC
768
Moors & Cabot
Massachusetts
$59.3M +$325K +1,201 +0.6%
SCM
769
Silvant Capital Management
Georgia
$59.1M -$1.14M -4,203 -2%
CPC
770
Cookson Peirce & Co
Pennsylvania
$59.1M +$2.54M +9,360 +4%
SCM
771
Sahana Capital Management
Connecticut
$59.1M +$7.61M +28,092 +15%
Kovitz Investment Group Partners
772
Kovitz Investment Group Partners
Illinois
$58.9M +$15.9M +58,738 +37%
SPC
773
Sigma Planning Corp
Michigan
$58.9M +$6.76M +24,941 +13%
LNWWM
774
Laird Norton Wetherby Wealth Management
California
$58.7M +$5.85M +21,595 +11%
ACM
775
Azimuth Capital Management
Michigan
$58.6M +$801K +2,956 +1%
29 30
31
32 33