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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 %
RC
1001
Roundview Capital
New Jersey
$46.5M +$649K +1,905 +1%
BP
1002
Ballentine Partners
Massachusetts
$46.5M +$697K +2,046 +2%
GI
1003
GAMCO Investors
Connecticut
$46.4M -$700K -2,055 -1%
WDA
1004
Wendell David Associates
New Hampshire
$46.4M -$37.8K -111 -0.1%
BOH
1005
Bank of Hawaii
Hawaii
$46.3M -$1.06M -3,104 -2%
CAMG
1006
CWA Asset Management Group
Florida
$46.3M +$1.18M +3,451 +3%
TPCW
1007
TD Private Client Wealth
New York
$46.3M -$5.66M -16,598 -11%
CISOA
1008
Capital Investment Services of America
Wisconsin
$46.2M -$797K -2,341 -2%
PI
1009
PFS Investments
Georgia
$46.1M -$1.33M -3,893 -3%
CCM
1010
Coerente Capital Management
Ontario, Canada
$46M -$3.18M -9,343 -6%
AP
1011
Appleton Partners
Massachusetts
$45.9M +$1.15M +3,385 +3%
MIA
1012
MainStreet Investment Advisors
Illinois
$45.8M -$1.38M -4,048 -3%
MGIA
1013
Matthew Goff Investment Advisor
Texas
$45.7M -$3.66M -10,748 -7%
PI
1014
Pennant Investors
New Jersey
$45.6M – – –
MWM
1015
Meridian Wealth Management
Kentucky
$45.6M -$1.52M -4,457 -3%
FTDI
1016
First Trust Direct Indexing
Massachusetts
$45.5M +$483K +1,418 +1%
BFIM
1017
Beese Fulmer Investment Management
Ohio
$45.4M -$1.15M -3,380 -2%
GG
1018
Greenwood Gearhart
Arkansas
$45.4M +$388K +1,138 +0.9%
HTHT
1019
Hemenway Trust Hemenway Trust
New Hampshire
$45.3M -$779K -2,288 -2%
PAI
1020
Pittenger & Anderson Inc
Nebraska
$45.1M -$507K -1,489 -1%
TSS
1021
Two Sigma Securities
New York
$44.9M +$14.5M +42,599 +48%
VAS
1022
Vestmark Advisory Solutions
Massachusetts
$44.9M -$874K -2,567 -2%
TCOT
1023
Trust Company of Toledo
Ohio
$44.8M +$2.11M +6,203 +5%
NSEDCP
1024
NJ State Employees Deferred Compensation Plan
New Jersey
$44.8M – – –
JWM
1025
Jackson Wealth Management
Florida
$44.7M +$44.7M +131,211 New
39 40
41
42 43