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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 %
PSP
826
Pacific Sage Partners
Washington
$66.8M -$2.5M -7,354 -4%
MLL
827
Moody Lynn & Lieberson
Massachusetts
$66.7M +$1.91M +5,618 +3%
WS
828
Wedbush Securities
California
$66.7M -$3.66M -10,747 -5%
MIFH
829
Migdal Insurance & Financial Holdings
Israel
$66.4M +$52M +152,996 +363%
FBB
830
Fulton Breakefield Broenniman
Maryland
$66M +$915K +2,687 +1%
TAM
831
Taurus Asset Management
New York
$65.6M -$923K -2,709 -1%
TCOV
832
Trust Company of Vermont
Vermont
$65.5M +$1.47M +4,320 +2%
BFS
833
Bard Financial Services
Connecticut
$65.4M -$877K -2,575 -1%
KWM
834
Kingsview Wealth Management
Oregon
$65.4M -$649K -1,905 -1%
BFM
835
Blacksheep Fund Management
Ireland
$65.3M -$29.3M -85,920 -31%
AAIM
836
Asset Advisors Investment Management
Georgia
$65M -$1.64M -4,829 -2%
UAM
837
UAS Asset Management
New York
$64.9M +$1.6M +4,700 +3%
SH
838
SeaTown Holdings
Singapore
$64.8M -$1.7M -5,000 -3%
ST
839
Sabal Trust
Florida
$64.7M +$5.08M +14,906 +9%
NMIFOAC
840
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$64.7M -$3.41M -10,000 -5%
LS
841
Livforsakringsbolaget Skandia
Sweden
$64.6M -$5.68M -16,700 -8%
DGAM
842
Desjardins Global Asset Management
Quebec, Canada
$64.6M -$13.1M -38,329 -17%
RMCM
843
Reynders McVeigh Capital Management
Massachusetts
$64.4M -$1.14M -3,337 -2%
SIM
844
SRS Investment Management
New York
$64.2M +$64.2M +188,660 New
GIP
845
Granite Investment Partners
California
$64.2M -$1.95M -5,727 -3%
FLII
846
First Long Island Investors
New York
$64.2M -$3.38M -9,935 -5%
LWCA
847
Locust Wood Capital Advisers
New York
$64M -$3.37M -9,903 -5%
VIM
848
Vancity Investment Management
British Columbia, Canada
$64M – – –
WCA
849
Waratah Capital Advisors
Ontario, Canada
$63.8M +$31.1M +91,373 +95%
VCM
850
Violich Capital Management
California
$63.7M -$965K -2,835 -1%
32 33
34
35 36