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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 %
VSAM
951
Value Star Asset Management
Hong Kong
$51.4M -$4.05M -11,900 -7%
CA
952
Clearstead Advisors
Ohio
$51.3M +$74.2K +218 +0.1%
TCM
953
Tran Capital Management
California
$51.2M -$1.02M -2,992 -2%
SC
954
Styrax Capital
New York
$51.2M +$51.2M +150,388 New
HAM
955
Honeycomb Asset Management
New York
$51.1M +$51.1M +150,000 New
ERIM
956
Eagle Ridge Investment Management
Connecticut
$51.1M -$1.43M -4,196 -3%
VHAM
957
Van Hulzen Asset Management
California
$50.9M +$204K +598 +0.4%
MAA
958
Matrix Asset Advisors
New York
$50.8M -$2.46M -7,235 -5%
TCM
959
Twin Capital Management
Pennsylvania
$50.8M -$2.84M -8,328 -5%
SEIA
960
Signature Estate & Investment Advisors
California
$50.6M -$6M -17,628 -11%
WSTAM
961
Wilbanks Smith & Thomas Asset Management
Virginia
$50.5M -$666K -1,955 -1%
FFWA
962
FRG Family Wealth Advisors
Washington
$50.4M +$235K +690 +0.5%
BFO
963
Boston Family Office
Massachusetts
$50.3M -$1.39M -4,080 -3%
CSPIA
964
Cary Street Partners Investment Advisory
Virginia
$50.3M +$1.2M +3,523 +2%
MA
965
Montag & Associates
Georgia
$50.3M +$720K +2,114 +1%
CG
966
Caprock Group
Idaho
$50.2M +$37.8K +111 +0.1%
JWBC
967
J.W. Burns & Co
New York
$50.1M -$4.43K -13 -0%
BAM
968
Bellevue Asset Management
Washington
$50.1M -$693K -2,034 -1%
MNBTD
969
Moody National Bank Trust Division
Texas
$50.1M +$372K +1,093 +0.7%
MCM
970
McKinley Capital Management
Alaska
$50.1M -$3.6M -10,583 -7%
KPM
971
Kinetic Partners Management
Florida
$50M -$50.8M -149,300 -50%
GI
972
Gradient Investments
Minnesota
$49.9M -$3.98M -11,700 -7%
GVAG
973
Great Valley Advisor Group
Delaware
$49.8M +$1.6M +4,685 +3%
GFS
974
GYL Financial Synergies
Connecticut
$49.5M +$18.1M +53,185 +58%
AHC
975
Adell Harriman & Carpenter
Texas
$49.5M -$1.15M -3,394 -2%
37 38
39
40 41