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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 %
EWM
901
Empirical Wealth Management
Washington
$57.1M +$7.07M +20,770 +14%
BIAS
902
Beacon Investment Advisory Services
New Jersey
$56.9M -$107K -313 -0.2%
H
903
HoyleCohen
California
$56.8M -$863K -2,535 -1%
FCIM
904
Fairview Capital Investment Management
California
$56.5M +$227K +667 +0.4%
NSAM
905
North Star Asset Management
Wisconsin
$56.4M -$934K -2,742 -2%
DWM
906
Destination Wealth Management
California
$56.3M -$3.54M -10,398 -6%
MC
907
Montag & Caldwell
Georgia
$56.2M -$398K -1,168 -0.7%
ONGA
908
O'Neil Global Advisors
California
$55.8M +$33.6M +98,803 +152%
VCM
909
Vigilant Capital Management
Maine
$55.7M -$983K -2,886 -2%
CWM
910
Congress Wealth Management
Massachusetts
$55.7M +$19.8K +58 +0%
PTC
911
Philadelphia Trust Company
Pennsylvania
$55.4M -$1.58M -4,646 -3%
CIA
912
Choate Investment Advisors
Massachusetts
$55.3M +$4.03M +11,829 +8%
PA
913
Parallel Advisors
California
$55.3M +$1.23M +3,605 +2%
FMLI
914
Fukoku Mutual Life Insurance
Japan
$55.2M +$139K +407 +0.3%
PP
915
Patten & Patten
Tennessee
$55.2M +$468K +1,375 +0.9%
PWM
916
Perigon Wealth Management
California
$54.9M +$19.3M +56,626 +54%
BBI
917
Baxter Bros Inc
Connecticut
$54.9M -$211K -621 -0.4%
BBA
918
BLB&B Advisors
Pennsylvania
$54.9M -$1.06M -3,107 -2%
BFA
919
Bragg Financial Advisors
North Carolina
$54.7M -$289K -849 -0.5%
GIM
920
Grassi Investment Management
California
$54.6M -$180K -529 -0.3%
PFS
921
Prospera Financial Services
Texas
$54.5M +$1.78M +5,238 +3%
AC
922
Armistice Capital
New York
$54.5M -$14.5M -42,676 -21%
JCM
923
JS Capital Management
New York
$54.5M +$30.6M +90,000 +129%
NHC
924
Nicholas Hoffman & Company
Georgia
$54.1M +$44.3K +130 +0.1%
VCP
925
Verus Capital Partners
Arizona
$54M +$479K +1,406 +0.9%
35 36
37
38 39