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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 %
FAIM
1026
Financial Advocates Investment Management
Washington
$44.7M -$2.01M -5,893 -4%
TTWM
1027
TCV Trust & Wealth Management
Virginia
$44.5M -$988K -2,901 -2%
HI
1028
Hoey Investments
Pennsylvania
$44.3M +$632K +1,857 +1%
YC
1029
Yarbrough Capital
Tennessee
$44.2M -$523K -1,537 -1%
CCA
1030
Cobblestone Capital Advisors
New York
$44.2M -$114K -334 -0.3%
OCAM
1031
Onex Canada Asset Management
Ontario, Canada
$43.8M -$8.32M -24,431 -16%
PIA
1032
Petredis Investment Advisors
Pennsylvania
$43.7M -$197K -579 -0.4%
SFS
1033
Sowell Financial Services
Arkansas
$43.7M +$8.28M +24,328 +23%
USCWA
1034
U.S. Capital Wealth Advisors
Texas
$43.7M +$714K +2,096 +2%
SCM
1035
SCS Capital Management
Massachusetts
$43.6M -$5.42M -15,902 -11%
CB
1036
Cadence Bank
Mississippi
$43.4M +$459K +1,348 +1%
NCM
1037
Novare Capital Management
North Carolina
$43.4M -$2.75M -8,072 -6%
VCAM
1038
Van Cleef Asset Management
Ohio
$43.4M -$4.75M -13,956 -10%
MAP
1039
Managed Asset Portfolios
Michigan
$43.4M -$574K -1,685 -1%
JCM
1040
Junto Capital Management
New York
$43.1M +$43.1M +126,674 New
CAM
1041
Crake Asset Management
United Kingdom
$42.9M +$19.4M +57,000 +83%
SRC
1042
Shufro Rose & Co
New York
$42.9M -$148K -436 -0.3%
Capital Fund Management (CFM)
1043
Capital Fund Management (CFM)
France
$42.8M +$42.8M +125,774 New
FCMC
1044
Founders Capital Management (Connecticut)
Connecticut
$42.7M -$465K -1,366 -1%
BCM
1045
Brookstone Capital Management
Illinois
$42.6M +$2.1M +6,242 +5%
AHC
1046
Anderson Hoagland & Co
Missouri
$42.5M +$790K +2,320 +2%
OPCM
1047
Osborne Partners Capital Management
California
$42.5M -$816K -2,396 -2%
GKWIM
1048
Gerber Kawasaki Wealth & Investment Management
California
$42.4M -$786K -2,310 -2%
GHA
1049
GW Henssler & Associates
Georgia
$42.3M -$182K -534 -0.4%
RWM
1050
Ritholtz Wealth Management
New York
$42.2M +$1.51M +4,427 +4%
40 41
42
43 44