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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 %
PAM
926
Palisade Asset Management
Minnesota
$53.8M +$538K +1,580 +1%
CC
927
Cornerstone Capital
California
$53.7M -$2.55M -7,496 -5%
RIG
928
RiverFront Investment Group
Virginia
$53.7M +$15M +43,987 +39%
S
929
SignatureFD
Georgia
$53.7M +$2.24M +6,585 +4%
OAC
930
OMERS Administration Corp
Ontario, Canada
$53.6M -$61M -179,078 -53%
CAM
931
Cidel Asset Management
Ontario, Canada
$53.3M -$264K -775 -0.5%
BVDMP
932
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$53.3M -$936K -3,000 -2%
WIC
933
Willis Investment Counsel
Georgia
$52.9M -$8.06M -23,664 -13%
LP
934
LMR Partners
United Kingdom
$52.8M +$5.78M +16,977 +12%
CTA
935
Colonial Trust Advisors
South Carolina
$52.8M -$1.31M -3,859 -2%
LBC
936
Lowe Brockenbrough & Co
Virginia
$52.6M -$443K -1,302 -0.8%
GC
937
Guardian Capital
Ontario, Canada
$52.5M -$5.12M -15,043 -9%
AIM
938
Anatole Investment Management
Hong Kong
$52.4M +$52.4M +154,000 New
AA
939
ALPS Advisors
Colorado
$52.3M -$11M -32,363 -17%
KOCAA
940
Knights of Columbus Asset Advisors
Connecticut
$52.3M -$2.06M -6,062 -4%
JMFC
941
J.M. Forbes & Co
Massachusetts
$52.3M -$625K -1,835 -1%
ACM
942
Academy Capital Management
Texas
$52.2M -$316K -929 -0.6%
JAFL
943
Jay A. Fishman Ltd
Michigan
$52.2M -$1.03M -3,017 -2%
NCM
944
Narwhal Capital Management
Georgia
$52.1M -$1.69M -4,968 -3%
AMI
945
Amica Mutual Insurance
Rhode Island
$52.1M -$4.53M -13,309 -8%
AF
946
Alerus Financial
North Dakota
$51.7M -$205K -601 -0.4%
MGIA
947
Moneta Group Investment Advisors
Missouri
$51.7M +$2.36M +6,941 +5%
MFG
948
Merit Financial Group
Georgia
$51.7M +$1.86M +5,453 +4%
CPC
949
Cookson Peirce & Co
Pennsylvania
$51.7M +$48.3M +141,795 +1,424%
SAM
950
Sawgrass Asset Management
Florida
$51.6M -$2.5M -7,332 -5%
36 37
38
39 40