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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 %
FHB
1226
First Hawaiian Bank
Hawaii
$32M -$936K -2,748 -3%
CM
1227
Churchill Management
California
$31.9M -$1.87M -5,477 -6%
VSI
1228
Verde Servicos Internacionais
Brazil
$31.8M +$8.68M +25,500 +38%
GPCM
1229
Greenbrier Partners Capital Management
Texas
$31.8M – – –
PJSIMP
1230
P.J. Schmidt Investment Management (PJS)
Wisconsin
$31.8M -$683K -1,945 -2%
SIG
1231
Sky Investment Group
Connecticut
$31.7M -$414K -1,215 -1%
PIM
1232
Progressive Investment Management
Oregon
$31.6M -$993K -2,915 -3%
AA
1233
Auxano Advisors
Washington
$31.6M – – –
GIM
1234
Goelzer Investment Management
Indiana
$31.6M -$1.02M -3,008 -3%
PMG
1235
ProVise Management Group
Florida
$31.5M +$794K +2,333 +3%
AIM
1236
Anchor Investment Management
South Carolina
$31.5M +$1.12M +3,289 +4%
PIP
1237
Peachtree Investment Partners
Florida
$31.5M +$7.1M +20,859 +29%
FA
1238
Fagan Associates
New York
$31.5M -$197K -578 -0.6%
PAG
1239
Private Advisory Group
Washington
$31.5M -$3.59M -10,554 -10%
HIA
1240
Harbor Investment Advisory
Maryland
$31.5M +$11.6M +54,094 +59%
CL
1241
Choreo LLC
Illinois
$31.4M -$234K -688 -0.7%
NB
1242
NBT Bank
New York
$31.4M -$688K -2,020 -2%
VWM
1243
Valley Wealth Managers
New Jersey
$31.4M -$2.05M -6,028 -6%
OA
1244
Oxbow Advisors
Texas
$31.4M -$208K -611 -0.7%
VWA
1245
Visionary Wealth Advisors
Illinois
$31.3M -$1.65M -4,842 -5%
ZDA
1246
Zweig-DiMenna Associates
New York
$31.3M +$21.2M +62,325 +210%
HSA
1247
HBK Sorce Advisory
Pennsylvania
$31.3M -$138K -406 -0.4%
AWM
1248
Axxcess Wealth Management
California
$31.3M -$2.85M -8,358 -8%
WP
1249
WMS Partners
Maryland
$31.3M -$2.84M -8,339 -8%
AUB
1250
Atlantic Union Bankshares
Virginia
$31.2M -$2.97M -8,734 -9%
48 49
50
51 52