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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 %
TCM
1326
Tufton Capital Management
Maryland
$28.1M -$865K -2,541 -3%
LSAG
1327
Lake Street Advisors Group
New Hampshire
$28.1M +$496K +1,456 +2%
DAC
1328
Dividend Assets Capital
South Carolina
$28M -$1.98M -5,828 -7%
PAS
1329
Professional Advisory Services
Florida
$28M -$5.09M -14,959 -15%
WCMN
1330
Westchester Capital Management (Nebraska)
Nebraska
$27.9M -$292K -858 -1%
MBTD
1331
Mechanics Bank - Trust Department
California
$27.9M -$10.2K -30 -0%
KWMG
1332
King Wealth Management Group
Florida
$27.9M +$79K +232 +0.3%
BFC
1333
Blue Fin Capital
Rhode Island
$27.8M -$337K -989 -1%
JAG
1334
Journey Advisory Group
Kentucky
$27.8M -$1.93M -5,657 -6%
NIC
1335
Northwest Investment Counselors
Oregon
$27.8M -$28.9K -85 -0.1%
CPIG
1336
Chicago Partners Investment Group
Illinois
$27.7M +$1.79M +5,460 +7%
IPAM
1337
ICICI Prudential Asset Management
India
$27.4M -$6.72M -19,845 -20%
ACM
1338
Anabranch Capital Management
Connecticut
$27.3M – – –
CS
1339
Central Securities
New York
$27.2M – – –
CCC
1340
Cincinnati Casualty Company
Ohio
$27.2M – – –
VV
1341
Verity & Verity
South Carolina
$27.2M -$140K -412 -0.5%
CIC
1342
Cutler Investment Counsel
Oregon
$27.1M +$80.4K +236 +0.3%
HC
1343
Hillman Company
Pennsylvania
$27.1M -$1.42M -4,176 -5%
LSV Asset Management
1344
LSV Asset Management
Illinois
$27M -$3.24M -9,500 -11%
JA
1345
JLB & Associates
Michigan
$27M -$364K -1,070 -1%
GWM
1346
Geneos Wealth Management
Colorado
$26.9M +$1.08M +3,175 +4%
CQS
1347
Credential Qtrade Securities
$26.9M -$1.57M -4,604 -6%
TGCMU
1348
Titan Global Capital Management USA
New York
$26.9M -$1.7K -5 -0%
CA
1349
Claar Advisors
New York
$26.9M -$2.21M -6,500 -8%
SVWAG
1350
Sound View Wealth Advisors Group
Georgia
$26.9M -$1.64M -4,806 -6%
52 53
54
55 56