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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 %
AP
1351
Americana Partners
Texas
$26.9M -$3.65M -10,730 -12%
DLCIG
1352
D.L. Carlson Investment Group
New Hampshire
$26.9M +$541K +1,590 +2%
AHB
1353
Abner Herrman & Brock
New Jersey
$26.9M +$383K +1,125 +1%
SAM
1354
Sompo Asset Management
Japan
$26.8M +$1.49M +4,380 +6%
FC
1355
Fulcrum Capital
Washington
$26.8M -$4.2M -12,324 -14%
TIM
1356
Thompson Investment Management
Wisconsin
$26.6M -$1.39M -4,091 -5%
WIC
1357
Woodmont Investment Counsel
Tennessee
$26.6M +$9.88K +29 +0%
GIA
1358
Gladstone Institutional Advisory
Florida
$26.6M -$382K -1,121 -1%
MMG
1359
Monetary Management Group
Missouri
$26.6M -$5.75M -16,875 -18%
MKC
1360
M. Kraus & Co
Vermont
$26.5M -$261K -766 -1%
1IA
1361
1834 Investment Advisors
Wisconsin
$26.5M -$5.34M -15,671 -17%
SAM
1362
Synergy Asset Management
Washington
$26.5M +$176K +517 +0.7%
CAM
1363
Covenant Asset Management
New Jersey
$26.5M +$10.9K +32 +0%
MWM
1364
Merriman Wealth Management
Washington
$26.5M -$3.55M -10,432 -12%
BWM
1365
Buckley Wealth Management
Nevada
$26.5M +$460K +1,352 +2%
QCG
1366
Quadrant Capital Group
Ohio
$26.4M -$305K -896 -1%
IPW
1367
Invictus Private Wealth
Colorado
$26.3M -$1.34M -3,942 -5%
CC
1368
Cadinha & Co
Hawaii
$26.2M +$8.18M +24,010 +45%
WPI
1369
Walter Public Investments
Canada
$26.2M -$2.19M -6,444 -8%
WP
1370
Waycross Partners
Kentucky
$26.1M +$5.19M +15,240 +25%
IB
1371
Intrust Bank
Kansas
$26.1M -$52.8K -155 -0.2%
EAM
1372
EdenTree Asset Management
United Kingdom
$26M +$26M +76,500 New
PTB
1373
Pioneer Trust Bank
Oregon
$26M -$1.09M -3,200 -4%
LIM
1374
Lathrop Investment Management
Arkansas
$26M -$236K -694 -0.9%
PA
1375
Perennial Advisors
New York
$26M +$1.94M +5,698 +8%
53 54
55
56 57