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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 %
CC
1076
Chicago Capital
Illinois
$40.6M -$195K -573 -0.5%
LFAS
1077
Level Four Advisory Services
Texas
$40.5M -$3.55M -10,426 -8%
PNAA
1078
Pictet North America Advisors
Switzerland
$40.4M -$1.62M -4,767 -4%
CA
1079
Callahan Advisors
Texas
$40.3M -$16K -47 -0%
RG
1080
Renaissance Group
Kentucky
$40.2M -$1.56M -4,568 -4%
LOAME
1081
Lombard Odier Asset Management (Europe)
United Kingdom
$40.2M -$1.41M -4,145 -3%
BWFA
1082
Baltimore-Washington Financial Advisors
Maryland
$40.1M -$5.98M -17,551 -13%
BMCM
1083
Bryn Mawr Capital Management
Pennsylvania
$40M -$1.28M -3,753 -3%
SPC
1084
Stewart & Patten Company
California
$39.9M -$2.38M -6,975 -6%
CSS
1085
Cubist Systematic Strategies
Connecticut
$39.7M +$38.9M +114,368 +4,873%
CANY
1086
Caxton Associates (New York)
New York
$39.6M +$39.6M +116,389 New
NOCM
1087
Night Owl Capital Management
Connecticut
$39.6M -$1.16M -3,417 -3%
RWA
1088
Ropes Wealth Advisors
Massachusetts
$39.5M +$712K +2,092 +2%
NI
1089
Noked Israel
Israel
$39.4M -$8.37M -24,570 -18%
KJWM
1090
Kiley Juergens Wealth Management
Washington
$39.4M -$380K -1,117 -1%
AC
1091
Addenda Capital
Quebec, Canada
$39.4M -$3.88M -11,398 -9%
AAM
1092
Auxier Asset Management
Oregon
$39.4M -$341 -1 -0%
DP
1093
DDD Partners
Washington
$39.4M -$1.03M -3,030 -3%
CCP
1094
Clarkston Capital Partners
Michigan
$39.3M +$122K +358 +0.3%
IG
1095
Ithaka Group
Virginia
$39.2M -$5.78M -16,963 -13%
ST
1096
Spinnaker Trust
Maine
$39.1M -$141K -415 -0.4%
FNFDCM
1097
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$39M +$608K +1,786 +2%
FB
1098
Fulton Bank
Pennsylvania
$39M -$1.08M -3,157 -3%
CA
1099
CSM Advisors
Pennsylvania
$38.9M -$2.78M -8,170 -7%
EF
1100
Empowered Funds
Pennsylvania
$38.9M +$13.5M +39,680 +53%
42 43
44
45 46