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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 %
GAM
851
Gotham Asset Management
New York
$63.7M -$1.69M -4,964 -3%
ACM
852
Alta Capital Management
Utah
$63.7M -$4.04M -11,854 -6%
ECM
853
ExodusPoint Capital Management
New York
$63.6M +$22M +64,577 +53%
AWM
854
Apollon Wealth Management
South Carolina
$63.6M +$11.7M +34,458 +23%
EFM
855
E Fund Management
China
$63.6M -$6.65M -19,523 -9%
NCM
856
Nellore Capital Management
California
$63.5M -$7.83M -23,000 -11%
LCM
857
LVM Capital Management
Michigan
$63.4M -$1.01M -2,961 -2%
Jones Financial Companies
858
Jones Financial Companies
Missouri
$63.4M +$1.36M +4,007 +2%
TNB
859
Thomasville National Bank
Georgia
$63.3M -$46.3K -136 -0.1%
SIG
860
Senator Investment Group
New York
$63M -$5.11M -15,000 -8%
PIM
861
Provident Investment Management
Michigan
$62.8M -$4.29M -12,610 -6%
HWA
862
Heritage Wealth Advisors
Virginia
$62.7M +$209K +613 +0.3%
OIA
863
OneDigital Investment Advisors
Kansas
$62.1M +$1.52M +4,470 +3%
Kovitz Investment Group Partners
864
Kovitz Investment Group Partners
Illinois
$62M +$262K +770 +0.4%
HVM
865
Harvest Volatility Management
Connecticut
$61.8M -$9.97M -29,264 -14%
VC
866
Vestor Capital
Illinois
$61.6M +$13.8M +40,661 +29%
PCM
867
Polaris Capital Management
Massachusetts
$61.3M -$2.11M -6,200 -3%
BAAM
868
Baker Avenue Asset Management
California
$61.2M -$1.74M -5,114 -3%
VFA
869
Valeo Financial Advisors
Indiana
$61.1M -$2.03M -6,994 -3%
JC
870
JBF Capital
Colorado
$61M – – –
MFAM
871
Motley Fool Asset Management
Virginia
$60.9M +$4.13M +12,118 +7%
MADR
872
Milestones Administradora de Recursos
Brazil
$60.8M -$19M -55,770 -24%
BFS
873
Baskin Financial Services
Ontario, Canada
$60.5M -$2.03M -5,969 -3%
LF
874
Longbow Finance
Switzerland
$60.4M -$93.6K -275 -0.2%
AF
875
Allworth Financial
California
$60.3M +$2.63M +7,726 +5%
33 34
35
36 37