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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 %
SAM
1051
Sycomore Asset Management
France
$42.1M +$2.75M +8,188 +7%
ME
1052
McIlrath & Eck
Washington
$42M -$395K -1,159 -0.9%
HP
1053
Hound Partners
New York
$42M -$7.94M -23,308 -16%
CAM
1054
Carret Asset Management
New York
$41.9M -$1.15M -3,391 -3%
GMF
1055
Grace & Mercy Foundation
New York
$41.8M -$10.9M -32,100 -21%
NFC
1056
Northeast Financial Consultants
Connecticut
$41.7M -$549K -1,611 -1%
SCA
1057
Stonebridge Capital Advisors
Minnesota
$41.7M +$158K +463 +0.4%
JCM
1058
Janney Capital Management
Pennsylvania
$41.7M +$82.8K +243 +0.2%
HT
1059
Heritage Trust
Oklahoma
$41.6M +$1.2M +3,519 +3%
WA
1060
WestEnd Advisors
North Carolina
$41.6M +$41.6M +122,059 New
DAS
1061
Dynamic Advisor Solutions
Arizona
$41.5M -$947K -2,781 -2%
ET
1062
Equitable Trust
Tennessee
$41.4M -$2.18M -6,400 -5%
WTB
1063
Washington Trust Bank
Washington
$41.4M -$1.13M -3,310 -3%
SCA
1064
Stillwater Capital Advisors
Pennsylvania
$41.4M -$221K -649 -0.5%
OMC
1065
Overbrook Management Corp
New York
$41.4M -$394K -1,156 -0.9%
NO
1066
Ninety One
South Africa
$41.3M +$450K +1,320 +1%
PCA
1067
Pallas Capital Advisors
Massachusetts
$41.3M -$5.63M -16,280 -12%
GC
1068
Garde Capital
Washington
$41.2M +$2.91M +8,531 +8%
IHG
1069
Insight Holdings Group
New York
$41.1M +$6.81M +20,000 +20%
CIP
1070
Cornerstone Investment Partners
Georgia
$41.1M +$18.7K +55 +0%
MIM
1071
Manitou Investment Management
Ontario, Canada
$41.1M -$8.79M -25,802 -18%
SCM
1072
Schnieders Capital Management
California
$41M +$109K +320 +0.3%
BFEC
1073
Benjamin F. Edwards & Company
Missouri
$41M +$1.06M +3,105 +3%
LW
1074
Linscomb Wealth
Texas
$40.9M -$1.42M -4,158 -3%
RSVP
1075
Ramsay Stattman Vela & Price
Colorado
$40.8M -$593K -1,741 -1%
41 42
43
44 45