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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 %
AG
1401
Ascent Group
Virginia
$25.1M +$2.78M +8,519 +12%
SBIA
1402
Sheaff Brock Investment Advisors
Indiana
$25.1M -$1.06M -3,126 -4%
GCA
1403
Greenwood Capital Associates
South Carolina
$25.1M -$1.24M -3,629 -5%
CW
1404
CreativeOne Wealth
Kansas
$25.1M -$3.05M -8,943 -11%
HWM
1405
Hohimer Wealth Management
Washington
$24.9M -$362K -1,064 -1%
CI
1406
CX Institutional
Indiana
$24.9M +$1.39M +4,088 +6%
HCM
1407
Hutchinson Capital Management
California
$24.9M -$826K -2,426 -3%
RWA
1408
River Wealth Advisors
Pennsylvania
$24.7M +$570K +1,673 +2%
WB
1409
Webster Bank
Connecticut
$24.6M -$874K -2,566 -3%
MCM
1410
McRae Capital Management
New Jersey
$24.6M +$16.3K +48 +0.1%
FBA
1411
Front Barnett Associates
Illinois
$24.6M -$354K -1,040 -1%
CCM
1412
Cohen Capital Management
California
$24.6M – – –
FI
1413
Financial Insights
Washington
$24.6M -$1.01M -2,971 -4%
GCM
1414
Genus Capital Management
British Columbia, Canada
$24.6M +$24.6M +72,140 New
FCM
1415
Fernbridge Capital Management
California
$24.6M -$22.3M -65,610 -48%
VWA
1416
V Wealth Advisors
Kansas
$24.6M +$162K +475 +0.7%
GIA
1417
GHP Investment Advisors
Colorado
$24.6M +$513K +1,597 +2%
MG
1418
Mather Group
Illinois
$24.5M +$2.41M +7,076 +11%
PCMC
1419
Paragon Capital Management (Colorado)
Colorado
$24.5M -$635K -1,864 -3%
BCMO
1420
Buckingham Capital Management (Ohio)
Ohio
$24.5M -$491K -1,443 -2%
CIA
1421
CCM Investment Advisers
South Carolina
$24.4M -$2.2M -6,448 -8%
FFA
1422
Fragasso Financial Advisors
Pennsylvania
$24.4M +$4.03M +11,846 +20%
DAM
1423
Deltec Asset Management
New York
$24.4M -$34.1K -100 -0.1%
QI
1424
Qtron Investments
Massachusetts
$24.3M +$966K +2,838 +4%
MCC
1425
Money Concepts Capital
Florida
$24.3M -$10.8M -31,641 -31%
55 56
57
58 59