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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 %
SC
976
Shellback Capital
Massachusetts
$49.4M +$49.4M +145,000 New
TW
977
Transform Wealth
Colorado
$49.1M +$429K +1,261 +0.9%
SW
978
SteelPeak Wealth
California
$48.9M +$12.2M +35,970 +33%
LCS
979
Levin Capital Strategies
New York
$48.6M -$623K -1,829 -1%
FA
980
FDx Advisors
Illinois
$48.6M -$52.2M -153,340 -52%
PMAM
981
Picton Mahoney Asset Management
Ontario, Canada
$48.4M +$3.61M +10,604 +8%
SIMG
982
Sonora Investment Management Group
Arizona
$48.4M -$72.2K -212 -0.1%
CAM
983
Capco Asset Management
Florida
$48.4M -$647K -1,901 -1%
MYLI
984
Meiji Yasuda Life Insurance
Japan
$48.2M +$621K +1,825 +1%
RWP
985
RWA Wealth Partners
Massachusetts
$48M +$1.81M +5,301 +4%
MAM
986
Madison Asset Management
Wisconsin
$48M -$7.76M -22,794 -14%
TAIM
987
Te Ahumairangi Investment Management
New Zealand
$47.9M -$5.52M -16,221 -10%
DT
988
Diversified Trust
Tennessee
$47.8M +$3.2M +9,409 +7%
PCM
989
Parsons Capital Management
Rhode Island
$47.3M -$198K -581 -0.4%
SCI
990
S&CO Inc
Massachusetts
$47.3M -$1.14M -3,360 -2%
DWT
991
Dorsey & Whitney Trust
South Dakota
$47.2M +$2.63M +7,731 +6%
LRPA
992
L. Roy Papp & Associates
Arizona
$47.1M -$932K -2,736 -2%
AFG
993
Albion Financial Group
Utah
$47M -$81K -238 -0.2%
LNB
994
Ledyard National Bank
$46.9M -$811K -2,382 -2%
FSA
995
Fort Sheridan Advisors
Illinois
$46.9M +$1.59M +4,673 +4%
ATI
996
Act Two Investors
California
$46.8M +$3.68M +10,809 +9%
PA
997
PFG Advisors
Arizona
$46.8M +$362K +1,063 +0.8%
BFA
998
Beaumont Financial Advisors
Massachusetts
$46.7M +$124K +364 +0.3%
BC
999
Burney Company
Virginia
$46.6M +$4.46M +13,088 +11%
EH
1000
Equitable Holdings
New York
$46.6M +$3.89M +11,428 +9%
38 39
40
41 42