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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 %
CP
876
Cumberland Partners
Ontario, Canada
$60.3M -$2.68M -7,881 -4%
DP
877
Dundas Partners
United Kingdom
$60.2M – – –
NRS
878
Neville Rodie & Shaw
New York
$60.1M +$1.82M +5,336 +3%
SWM
879
Spire Wealth Management
Virginia
$59.8M +$9.14M +26,851 +18%
PCOC
880
Power Corp of Canada
Canada
$59.6M +$155K +455 +0.3%
USAA
881
United Services Automobile Association
Texas
$59.3M +$517K +1,518 +0.9%
JEST
882
JTC Employer Solutions Trustee
Jersey
$59.2M +$56.1M +164,900 +1,798%
ACIM
883
Azimuth Capital Investment Management
Michigan
$59.2M +$5.65M +16,605 +11%
Simplex Trading
884
Simplex Trading
Illinois
$58.6M +$58.6M +171,935 New
BCM
885
Bowie Capital Management
Texas
$58.5M -$5.89M -17,292 -9%
EGA
886
Eagle Global Advisors
Texas
$58.4M -$2.21M -6,490 -4%
CIA
887
Capital Investment Advisors
Georgia
$58.4M -$864K -2,536 -1%
WC
888
Woodstock Corp
Massachusetts
$58.3M -$590K -1,732 -1%
MHIC
889
Marble Harbor Investment Counsel
Massachusetts
$58.2M -$291K -854 -0.5%
SPC
890
Sigma Planning Corp
Michigan
$58.2M -$3.36M -9,866 -5%
YIA
891
YHB Investment Advisors
Connecticut
$58.2M -$1.91M -5,610 -3%
SEM
892
Suncoast Equity Management
Florida
$58M -$13.8M -40,382 -19%
MAM
893
Mastrapasqua Asset Management
Tennessee
$58M -$516K -1,516 -0.9%
TA
894
TRB Advisors
New York
$57.9M – – –
Wealth Enhancement Advisory Services
895
Wealth Enhancement Advisory Services
Minnesota
$57.5M -$1.5M -4,404 -3%
AC
896
Albar Capital
United Kingdom
$57.4M -$6.43M -18,880 -10%
TIA
897
Tandem Investment Advisors
South Carolina
$57.3M +$283K +831 +0.5%
GC
898
Grimes & Company
Massachusetts
$57.3M -$445K -1,307 -0.8%
RBA
899
Richard Bernstein Advisors
New York
$57.2M -$1.04M -3,046 -2%
JCM
900
Jag Capital Management
Missouri
$57.1M -$1.08M -3,167 -2%
34 35
36
37 38