MSFT icon

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 %
CVM
1401
Cheviot Value Management
California
$20.3M -$1.53M -5,657 -7%
HKIM
1402
Hayek Kallen Investment Management
Alabama
$20.2M -$258K -954 -1%
CPM
1403
Crescent Park Management
California
$20.2M +$20.2M +74,689 New
HCM
1404
Hutchinson Capital Management
California
$20.2M -$14.1K -52 -0.1%
SAM
1405
Sompo Asset Management
Japan
$20.2M +$1.06M +3,930 +6%
CIC
1406
Canal Insurance Company
South Carolina
$20.2M -$677K -2,500 -3%
AOWM
1407
Alpha Omega Wealth Management
Virginia
$20.2M -$36.3K -134 -0.2%
CW
1408
CreativeOne Wealth
Kansas
$20.1M +$75.6K +279 +0.4%
LOAME
1409
Lombard Odier Asset Management (Europe)
United Kingdom
$20M -$489K -1,805 -2%
RSS
1410
Rosenblum Silverman Sutton
California
$20M -$36K -133 -0.2%
LJHT
1411
Laurie J. Hall Trustee
$19.9M -$490K -1,810 -2%
WPW
1412
Waldron Private Wealth
Pennsylvania
$19.9M -$663K -2,448 -3%
SBIA
1413
Sheaff Brock Investment Advisors
Indiana
$19.8M +$4.75M +17,524 +32%
LWAC
1414
Laurel Wealth Advisors (California)
California
$19.8M +$461K +1,700 +2%
GVAG
1415
Great Valley Advisor Group
Delaware
$19.8M -$293K -1,121 -1%
PAM
1416
Peak Asset Management
Colorado
$19.8M -$1.17M -4,322 -6%
AA
1417
Auxano Advisors
Washington
$19.7M +$759K +2,803 +4%
AG
1418
Aravt Global
New York
$19.7M +$160K +590 +0.8%
PCIA
1419
Prime Capital Investment Advisors
Kansas
$19.7M +$1.17M +4,326 +6%
NGA
1420
Naples Global Advisors
Florida
$19.6M +$279K +1,031 +1%
CNB
1421
Camden National Bank
Maine
$19.6M -$1.09M -4,038 -5%
TWA
1422
TCI Wealth Advisors
Arizona
$19.6M +$10.5M +38,638 +115%
BTWM
1423
Baker Tilly Wealth Management
Wisconsin
$19.6M +$2.01M +7,406 +11%
PCTC
1424
Perkins Coie Trust Company
Washington
$19.6M +$553K +2,040 +3%
TFA
1425
Toth Financial Advisory
Virginia
$19.6M -$576K -2,127 -3%
55 56
57
58 59