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Microsoft
MSFT

Overview Fund Activity

3,957 hedge funds and large institutions have $1.48T invested in Microsoft in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,797 increasing their positions, 1,709 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,957
Holders Change
-21
Holders Change %
-0.53%
% of All Funds
69.08%
Holding in Top 10
2,135
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+3.39%
% of All Funds
37.27%
New
131
Increased
1,797
Reduced
1,709
Closed
98
Calls
$38.7B
Puts
$27.5B
Net Calls
+$11.2B
Net Calls Change
+$12.5B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.68B
2
Macquarie Group
Macquarie Group
Australia
+$2.54B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.62B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$835M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$802M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.52B
2
UBS AM
UBS AM
Illinois
-$3.36B
3
FP
Financial Perspectives
Minnesota
-$2.05B
4
Bank of America
Bank of America
North Carolina
-$1.83B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1001
Horiko Capital Management
New York
$36.9M +$4.19M +15,473 +13%
RG
1002
Renaissance Group
Kentucky
$36.8M -$2.85M -10,509 -7%
IA
1003
IndexIQ Advisors
New York
$36.6M +$2.23M +8,222 +6%
MSR
1004
Main Street Research
Connecticut
$36.6M +$3.33M +12,299 +10%
GI
1005
Gradient Investments
Minnesota
$36.5M +$741K +2,734 +2%
BAS
1006
Brown Advisory Securities
Maryland
$36.5M -$702K -2,592 -2%
RWA
1007
Ropes Wealth Advisors
Massachusetts
$36.5M +$62K +229 +0.2%
PFU
1008
Parus Finance (UK)
United Kingdom
$36.5M -$947K -3,497 -3%
MAM
1009
Majedie Asset Management
United Kingdom
$36.4M +$988K +3,644 +3%
LMIM
1010
Lockheed Martin Investment Management
Maryland
$36.2M -$9.24M -34,120 -20%
SGI
1011
Summit Global Investments
Utah
$36.2M -$453K -1,672 -1%
BWFA
1012
Baltimore-Washington Financial Advisors
Maryland
$36.2M -$29.8K -110 -0.1%
WP
1013
Wedgewood Partners
Missouri
$36.1M -$2.01M -7,435 -5%
HWA
1014
Heritage Wealth Advisors
Virginia
$36.1M +$611K +2,256 +2%
WSTAM
1015
Wilbanks Smith & Thomas Asset Management
Virginia
$36M +$1.34M +4,932 +4%
TCM
1016
Tufton Capital Management
Maryland
$35.9M -$638K -2,355 -2%
GWM
1017
Geneos Wealth Management
Colorado
$35.9M -$6.86M -24,711 -16%
SIM
1018
Sonora Investment Management
Arizona
$35.8M +$499K +1,841 +1%
CCP
1019
Clarkston Capital Partners
Michigan
$35.8M +$57.2K +211 +0.2%
LW
1020
Linscomb Wealth
Texas
$35.8M +$328K +1,212 +0.9%
SAM
1021
Sabadell Asset Management
Spain
$35.6M +$35.6M +131,372 New
RMC
1022
Resources Management Corp
Connecticut
$35.6M -$546K -2,016 -2%
WI
1023
Wintrust Investments
Illinois
$35.3M -$931K -3,435 -3%
CC
1024
Chicago Capital
Illinois
$35.3M +$5.8M +21,407 +20%
JIR
1025
James Investment Research
Ohio
$35.3M +$4M +14,783 +13%
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