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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 %
ATPW
1126
Ashton Thomas Private Wealth
Arizona
$37.4M +$4.64M +13,628 +14%
OTPPB
1127
Ontario Teachers' Pension Plan Board
Ontario, Canada
$37.4M -$788M -2,312,811 -95%
BCM
1128
BTC Capital Management
Iowa
$37.3M -$2.42M -7,048 -6%
BCAM
1129
Boston Common Asset Management
Massachusetts
$37.3M -$2.04M -5,994 -5%
HI
1130
Horizon Investments
North Carolina
$37.3M +$585K +1,719 +2%
WSCM
1131
Wellington Shields Capital Management
New York
$37.2M -$189K -555 -0.5%
HVIA
1132
Hudson Valley Investment Advisors
New York
$37M -$983K -2,887 -3%
FFP
1133
FourThought Financial Partners
Florida
$37M -$853K -2,504 -2%
KFP
1134
KMG Fiduciary Partners
Ohio
$37M -$8.17K -24 -0%
QIM
1135
Quest Investment Management
Oregon
$37M -$4.41M -12,937 -11%
BCM
1136
Bridgeway Capital Management
Texas
$37M +$14.9M +43,821 +68%
PWP
1137
Principle Wealth Partners
Connecticut
$36.9M -$103K -301 -0.3%
DSAM
1138
Dock Street Asset Management
Florida
$36.7M +$434K +1,273 +1%
CWP
1139
Cyndeo Wealth Partners
Florida
$36.7M -$1.16M -3,414 -3%
OA
1140
Oak Associates
Ohio
$36.7M +$31.3K +92 +0.1%
GCM
1141
Graham Capital Management
Connecticut
$36.7M +$2.71M +7,967 +8%
WI
1142
Wahed Invest
New York
$36.7M +$4.07M +11,956 +12%
NIM
1143
Nexus Investment Management
Ontario, Canada
$36.7M -$3.39M -9,969 -8%
PTC
1144
Petrus Trust Company
Texas
$36.6M -$9.54M -28,000 -21%
AOI
1145
Auto-Owners Insurance
Michigan
$36.6M – – –
GP
1146
Girard Partners
Pennsylvania
$36.6M -$1.38M -4,043 -4%
CAL
1147
Capital Analysts LLC
Pennsylvania
$36.5M +$604K +1,776 +2%
VPI
1148
Value Partners Investments
Manitoba, Canada
$36.5M -$16.8M -49,428 -32%
CCM
1149
Cadian Capital Management
New York
$36.4M +$4.77M +14,000 +15%
LA
1150
Lakeside Advisors
Washington
$36.3M -$3.03M -8,905 -8%
44 45
46
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