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Microsoft
MSFT

Overview Fund Activity

3,957 hedge funds and large institutions have $1.48T invested in Microsoft in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,797 increasing their positions, 1,709 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,957
Holders Change
-21
Holders Change %
-0.53%
% of All Funds
69.08%
Holding in Top 10
2,135
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+3.39%
% of All Funds
37.27%
New
131
Increased
1,797
Reduced
1,709
Closed
98
Calls
$38.7B
Puts
$27.5B
Net Calls
+$11.2B
Net Calls Change
+$12.5B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.68B
2
Macquarie Group
Macquarie Group
Australia
+$2.54B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.62B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$835M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$802M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.52B
2
UBS AM
UBS AM
Illinois
-$3.36B
3
FP
Financial Perspectives
Minnesota
-$2.05B
4
Bank of America
Bank of America
North Carolina
-$1.83B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1301
Cobblestone Capital Advisors
New York
$23.2M -$760K -2,807 -3%
SAM
1302
Stansberry Asset Management
Texas
$23.2M +$610K +2,251 +3%
EPC
1303
Emerson Point Capital
New York
$23.2M +$18M +66,270 +343%
PIM
1304
Progressive Investment Management
Oregon
$23.2M -$165K -609 -0.7%
PI
1305
PFS Investments
Georgia
$23.1M +$1.81M +6,499 +8%
CQS
1306
Credential Qtrade Securities
$23.1M +$1.45M +5,336 +7%
WSC
1307
Wellington Shields & Co
New York
$23.1M +$134K +493 +0.6%
BIC
1308
Beach Investment Counsel
Pennsylvania
$23M +$7.25M +26,780 +46%
FC
1309
Fulcrum Capital
Washington
$23M +$652K +2,407 +3%
SVCP
1310
Silicon Valley Capital Partners
California
$23M -$2.66M -9,808 -10%
BFEC
1311
Benjamin F. Edwards & Company
Missouri
$22.9M -$1.26M -4,640 -5%
IWM
1312
IHT Wealth Management
Illinois
$22.9M +$2.14M +7,901 +10%
WB
1313
Webster Bank
Connecticut
$22.9M -$1.81M -6,693 -7%
IUHSA
1314
Itau Unibanco Holding S.A.
Brazil
$22.8M +$3.42M +12,633 +18%
BAM
1315
Belpointe Asset Management
Nevada
$22.8M +$3.05M +11,498 +15%
CAM
1316
Covenant Asset Management
New Jersey
$22.8M +$3.35M +12,384 +17%
CC
1317
Courier Capital
New York
$22.8M -$588K -2,171 -3%
MKC
1318
M. Kraus & Co
Vermont
$22.7M +$95.6K +353 +0.4%
HSA
1319
HBK Sorce Advisory
Pennsylvania
$22.7M +$1.06M +3,931 +5%
KWMG
1320
King Wealth Management Group
Florida
$22.7M +$552K +2,036 +2%
RSVP
1321
Ramsay Stattman Vela & Price
Colorado
$22.7M -$242K -895 -1%
PPSG
1322
Princeton Portfolio Strategies Group
New Jersey
$22.7M -$863K -3,187 -4%
TSAM
1323
Trinity Street Asset Management
United Kingdom
$22.6M -$4.25M -15,676 -16%
CB
1324
Cadence Bank
Mississippi
$22.6M +$44.7K +165 +0.2%
TIM
1325
Thompson Investment Management
Wisconsin
$22.5M -$219K -810 -1%
51 52
53
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