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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 %
JWM
1376
JGP Wealth Management
Oregon
$25.9M +$185K +542 +0.7%
JRP
1377
Jasper Ridge Partners
California
$25.9M – – –
GCA
1378
Guardian Capital Advisors
Ontario, Canada
$25.8M -$1.38M -4,100 -5%
FWTB
1379
First Western Trust Bank
Colorado
$25.8M -$321K -942 -1%
VCA
1380
Verdence Capital Advisors
Maryland
$25.7M -$348K -1,023 -1%
LWM
1381
Lyell Wealth Management
California
$25.6M -$1.26M -3,710 -5%
FA
1382
Fiduciary Alliance
South Carolina
$25.6M +$402K +1,180 +2%
WCM
1383
Wildcat Capital Management
New York
$25.5M +$11.9M +35,000 +88%
NRG
1384
Nemes Rush Group
Michigan
$25.5M +$25.5M +74,988 New
VEPM
1385
Vista Equity Partners Management
California
$25.5M +$1.61M +4,726 +7%
DKCM
1386
Davidson Kempner Capital Management
New York
$25.5M -$8.51M -25,000 -25%
IA
1387
IFP Advisors
Florida
$25.5M -$4.19M -12,304 -14%
XF
1388
XML Financial
Maryland
$25.4M +$42.2K +124 +0.2%
ECM
1389
Exchange Capital Management
Michigan
$25.4M -$154K -451 -0.6%
PWW
1390
Pettyjohn Wood & White
Virginia
$25.3M +$152K +447 +0.6%
NGA
1391
Naples Global Advisors
Florida
$25.3M +$141K +414 +0.6%
PCM
1392
Palisade Capital Management
New Jersey
$25.3M -$536K -1,575 -2%
CAM
1393
Claret Asset Management
Quebec, Canada
$25.3M -$470K -1,381 -2%
FIA
1394
Foundations Investment Advisors
Arizona
$25.3M +$5.79M +17,017 +30%
OAG
1395
Orbis Allan Gray
Bermuda
$25.3M +$454K +1,333 +2%
DA
1396
Dash Acquisitions
California
$25.3M -$1.02M -2,990 -4%
FGP
1397
Foyston, Gordon, & Payne
Ontario, Canada
$25.2M -$750K -2,203 -3%
ANHIM
1398
Alan N. Hoffman Investment Management
Massachusetts
$25.2M +$508K +1,493 +2%
BMM
1399
Buffington Mohr McNeal
Idaho
$25.2M +$308K +904 +1%
MGCM
1400
Mane Global Capital Management
New York
$25.1M +$25.1M +73,850 New
54 55
56
57 58