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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 %
DWM
1076
Dakota Wealth Management
Florida
$33M +$192K +708 +0.6%
CVA
1077
Ceredex Value Advisors
Florida
$32.8M -$17.5M -64,429 -35%
CM
1078
Churchill Management
California
$32.7M +$1.03M +3,786 +3%
GIM
1079
Goelzer Investment Management
Indiana
$32.7M +$17.6K +65 +0.1%
FMLI
1080
Fukoku Mutual Life Insurance
Japan
$32.6M +$880K +3,250 +3%
AP
1081
Appleton Partners
Massachusetts
$32.6M -$320K -1,183 -1%
EWM
1082
Empirical Wealth Management
Washington
$32.6M +$2.08M +7,681 +7%
SC
1083
Sepio Capital
Utah
$32.5M -$656K -2,423 -2%
FNFDCM
1084
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$32.5M -$222K -820 -0.7%
HI
1085
Hoey Investments
Pennsylvania
$32.5M -$8.2M -30,263 -20%
PA
1086
PFG Advisors
Arizona
$32.5M +$475K +1,754 +1%
TIA
1087
Tandem Investment Advisors
South Carolina
$32.5M +$4.99M +18,436 +18%
WAM
1088
Weatherly Asset Management
California
$32.4M +$251K +928 +0.8%
RS
1089
Robeco Schweiz
Switzerland
$32.4M -$587K -2,168 -2%
RC
1090
Roundview Capital
New Jersey
$32.4M +$671K +2,476 +2%
ME
1091
McIlrath & Eck
Washington
$32.4M +$5.36M +19,769 +20%
FG
1092
Fiduciary Group
Georgia
$32.4M +$171K +596 +0.5%
CNC
1093
Canandaigua National Corp
New York
$32.4M -$929K -3,431 -3%
Wealth Enhancement Advisory Services
1094
Wealth Enhancement Advisory Services
Minnesota
$32.2M +$1.94M +6,910 +6%
VWM
1095
Valley Wealth Managers
New Jersey
$32.2M -$500K -1,844 -2%
GGS
1096
Galvin Gaustad & Stein
Arizona
$32.2M +$1.52M +5,612 +5%
ACA
1097
Aptus Capital Advisors
Alabama
$31.9M +$2.93M +10,825 +10%
FHA
1098
First Horizon Advisors
Tennessee
$31.9M -$463K -1,709 -1%
BCM
1099
BTC Capital Management
Iowa
$31.9M -$3.25M -11,966 -9%
CA
1100
Callahan Advisors
Texas
$31.8M – – –
42 43
44
45 46