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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 %
EST
1101
EA Series Trust
Pennsylvania
$38.9M +$38.9M +114,241 New
TF
1102
Tompkins Financial
New York
$38.8M -$1.44M -4,220 -4%
BL
1103
Balentine LLC
Georgia
$38.7M +$11.8M +34,528 +44%
WP
1104
Wedgewood Partners
Missouri
$38.7M -$1.72M -5,040 -4%
GS
1105
GTS Securities
New York
$38.6M +$38.6M +113,482 New
LA
1106
Lynch & Associates
Indiana
$38.5M -$819K -2,404 -2%
SIA
1107
Soltis Investment Advisors
Utah
$38.5M +$3.64M +10,680 +10%
1WA
1108
180 Wealth Advisors
Washington
$38.5M -$171K -507 -0.4%
WANY
1109
Wealthspire Advisors (New York)
New York
$38.4M +$1.84M +5,402 +5%
HCM
1110
Hilton Capital Management
New York
$38.4M +$3.43M +10,072 +10%
RMC
1111
Resources Management Corp
Connecticut
$38.4M +$35.8M +105,106 +1,373%
CCP
1112
Clough Capital Partners
Massachusetts
$38.4M +$8.66M +25,439 +29%
SGI
1113
Summit Global Investments
Utah
$38.4M +$6.63M +19,484 +21%
HPG
1114
Harvest Portfolios Group
Ontario, Canada
$38.3M -$6.19M -18,166 -14%
ARAM
1115
Ardmore Road Asset Management
New York
$38.3M +$11M +32,350 +40%
MAS
1116
Meeder Advisory Services
Ohio
$38.2M +$1.34M +3,937 +4%
WC
1117
Whitney & Co
New York
$38.1M +$60.3K +177 +0.2%
JSP
1118
Jackson Square Partners
California
$38M -$12.3M -35,991 -24%
AIM
1119
Avity Investment Management
Connecticut
$38M -$1.58M -4,632 -4%
TC
1120
Telemus Capital
Michigan
$37.9M -$5.59M -16,401 -13%
WAM
1121
Wilsey Asset Management
California
$37.9M – – –
WAM
1122
Weatherly Asset Management
California
$37.9M -$446K -1,309 -1%
MSE
1123
MUFG Securities EMEA
United Kingdom
$37.6M -$31.2M -91,589 -45%
SLI
1124
Sumitomo Life Insurance
Japan
$37.5M -$2.76M -8,092 -7%
PAMI
1125
Perseverance Asset Management International
Cayman Islands
$37.5M -$1.88M -5,532 -5%
43 44
45
46 47