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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 %
CT
1201
Coastline Trust
Rhode Island
$33.1M +$8.1M +23,792 +32%
CCB
1202
Country Club Bank
Missouri
$33.1M -$635K -1,895 -2%
IWM
1203
IHT Wealth Management
Illinois
$33M +$1.46M +4,280 +5%
TA
1204
TruWealth Advisors
Louisiana
$33M +$63.3K +186 +0.2%
MCM
1205
Mengis Capital Management
Oregon
$32.9M -$526K -1,544 -2%
FM
1206
Freemont Management
Switzerland
$32.9M – – –
UI
1207
Untitled Investments
New York
$32.9M -$23.7M -69,733 -42%
PWAG
1208
Polaris Wealth Advisory Group
California
$32.8M -$6.77M -19,891 -17%
PFU
1209
Parus Finance (UK)
United Kingdom
$32.8M -$2.59M -7,603 -7%
FFIC
1210
First Fiduciary Investment Counsel
Ohio
$32.7M -$1.72M -5,048 -5%
BC
1211
Brookfield Corp
Ontario, Canada
$32.7M -$4.04M -11,860 -11%
ACM
1212
Atika Capital Management
New York
$32.7M +$3.06M +9,000 +10%
RPC
1213
Rossmore Private Capital
Connecticut
$32.6M +$53.5K +157 +0.2%
CANC
1214
Culbertson A N & Co
Virginia
$32.5M -$158K -465 -0.5%
GGS
1215
Galvin Gaustad & Stein
Arizona
$32.4M -$4.49M -13,186 -12%
WPW
1216
Waldron Private Wealth
Pennsylvania
$32.4M -$2.45M -7,186 -7%
ST
1217
Smithfield Trust
Pennsylvania
$32.4M +$166K +488 +0.5%
HAIM
1218
Hunter Associates Investment Management
Pennsylvania
$32.3M -$182K -534 -0.6%
EVM
1219
Evelyn V. Moreno
$32.3M -$947K -2,780 -3%
HVCM
1220
Hel Ved Capital Management
Hong Kong
$32.3M -$17.1M -50,100 -35%
ANBT
1221
American National Bank & Trust
Texas
$32.2M +$1.24M +3,648 +4%
P
1222
Pitcairn
Pennsylvania
$32.1M +$1M +2,950 +3%
Kayne Anderson Rudnick Investment Management
1223
Kayne Anderson Rudnick Investment Management
California
$32M -$489K -1,437 -2%
NIG
1224
NFJ Investment Group
Texas
$32M -$53.3M -156,465 -62%
MWM
1225
Moran Wealth Management
Florida
$32M -$913K -2,680 -3%
47 48
49
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