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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 %
SB
1176
Simmons Bank
Arkansas
$35M -$1.48M -4,338 -4%
FG
1177
Fiduciary Group
Georgia
$34.9M -$491K -1,442 -1%
NSIM
1178
North Star Investment Management
Illinois
$34.9M +$178K +523 +0.5%
AP
1179
Archon Partners
New Jersey
$34.7M – – –
LDB
1180
Lee, Danner & Bass
Tennessee
$34.7M -$1.6M -4,691 -4%
JIR
1181
James Investment Research
Ohio
$34.5M +$1.47M +4,314 +4%
RI
1182
RWWM Inc
California
$34.4M -$6.47K -19 -0%
FFBTD
1183
First Financial Bank - Trust Division
Ohio
$34.4M -$162K -475 -0.5%
BLAM
1184
Bourne Lent Asset Management
New York
$34.3M -$517K -1,519 -1%
EW
1185
Evoke Wealth
California
$34.1M -$270K -794 -0.8%
TFS
1186
Thoroughbred Financial Services
Tennessee
$34.1M -$378K -1,110 -1%
MGM
1187
Miura Global Management
New York
$34.1M – – –
BCM
1188
Bornite Capital Management
New York
$34.1M +$22.1M +65,000 +186%
RSWM
1189
Robertson Stephens Wealth Management
California
$34M -$145K -426 -0.4%
CAM
1190
Columbia Asset Management
Michigan
$33.9M -$139K -408 -0.4%
HP
1191
Hosking Partners
United Kingdom
$33.8M +$2.67M +7,839 +9%
ACA
1192
Anchor Capital Advisors
Massachusetts
$33.7M -$2.34M -6,876 -6%
FDCC
1193
Foster Dykema Cabot & Co
Massachusetts
$33.7M -$107K -313 -0.3%
NCL
1194
Nishkama Capital LLC
Puerto Rico
$33.7M -$1.12M -3,301 -3%
CNBT
1195
Canandaigua National Bank & Trust
New York
$33.7M -$485K -1,423 -1%
IIC
1196
Ironwood Investment Counsel
Arizona
$33.4M -$156K -458 -0.5%
PIM
1197
Penobscot Investment Management
Massachusetts
$33.3M +$35.1K +103 +0.1%
OAM
1198
Ostrum Asset Management
France
$33.2M -$647K -1,899 -2%
JC
1199
Jacobs & Co
California
$33.2M -$1.9M -5,581 -5%
BTWM
1200
Baker Tilly Wealth Management
Wisconsin
$33.2M -$1.55M -4,566 -4%
46 47
48
49 50