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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 %
MAM
776
Martingale Asset Management
Massachusetts
$76.1M -$16M -47,075 -17%
SSB
777
Sandy Spring Bank
Maryland
$76M -$2.47M -7,267 -3%
WMSA
778
Weiss Multi-Strategy Advisers
New York
$75.8M +$36.8M +107,934 +94%
SCA
779
Snowden Capital Advisors
New York
$75.8M -$417K -1,224 -0.5%
WT
780
Washington Trust
Rhode Island
$75.6M -$2.66M -7,817 -3%
BFG
781
Bleakley Financial Group
New Jersey
$74.7M +$3.08M +9,031 +4%
TBA
782
Tower Bridge Advisors
Pennsylvania
$74.6M -$12.4M -36,319 -14%
DWM
783
Dakota Wealth Management
Florida
$74.6M +$3.64M +10,692 +5%
AAM
784
Aureus Asset Management
Massachusetts
$74M -$3.62M -10,620 -5%
CNAM
785
Campbell Newman Asset Management
Wisconsin
$74M +$202K +592 +0.3%
ORI
786
Oak Ridge Investments
Illinois
$73.5M -$455K -1,336 -0.6%
GAI
787
General American Investors
New York
$73.2M – – –
VCM
788
Valiant Capital Management
California
$72.6M +$16.5M +48,498 +29%
WFMPM
789
Woodley Farra Manion Portfolio Management
Indiana
$72.2M -$2.96M -8,698 -4%
LCM
790
Logan Capital Management
Pennsylvania
$72.2M -$2.57M -7,535 -3%
FHA
791
First Horizon Advisors
Tennessee
$72M -$1.02M -2,985 -1%
UM
792
Ulysses Management
New York
$71.6M – – –
NPA
793
Nichols & Pratt Advisers
Massachusetts
$71.5M -$431K -1,268 -0.6%
MIA
794
MMBG Investment Advisors
Florida
$71.1M -$3.86M -11,508 -5%
VIM
795
Vinva Investment Management
Australia
$71.1M -$8.09M -24,136 -10%
KA
796
Kintegral Advisory
New York
$71M – – –
KCMH
797
Keywise Capital Management (HK)
Hong Kong
$70.8M +$27.7M +81,350 +64%
TF
798
Talbot Financial
Washington
$69.9M -$796K -2,338 -1%
MYAM
799
Meiji Yasuda Asset Management
Japan
$69.8M -$1.11M -3,248 -2%
MC
800
Moors & Cabot
Massachusetts
$69.6M -$1.63M -4,777 -2%
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