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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 %
PA
1451
Procyon Advisors
Connecticut
$23.5M +$6.79M +19,944 +41%
SIM
1452
Stratos Investment Management
Ohio
$23.5M -$69.1K -203 -0.3%
SC
1453
Sepio Capital
Utah
$23.5M -$207K -609 -0.9%
SP
1454
Symmetry Partners
Connecticut
$23.5M -$452K -1,328 -2%
HCM
1455
Hodges Capital Management
Texas
$23.5M -$4.35M -11,270 -16%
OCM
1456
One Capital Management
California
$23.4M -$1.17M -3,435 -5%
IIM
1457
Ipswich Investment Management
Massachusetts
$23.4M -$257K -754 -1%
BL
1458
BFSG LLC
California
$23.4M +$1.29M +3,781 +6%
AF
1459
Arrow Financial
New York
$23.3M +$748K +2,197 +3%
KFS
1460
Kurt F. Somerville
$23.3M -$4.52M -13,279 -16%
B
1461
Bellecapital
Switzerland
$23.2M -$510K -1,499 -2%
ALAM
1462
Asahi Life Asset Management
Japan
$23.2M -$3.39M -9,955 -13%
M
1463
MOTCO
Texas
$23.2M -$479K -1,408 -2%
JIP
1464
Jaffetilchin Investment Partners
Florida
$23.2M +$948K +2,785 +4%
LG
1465
Leuthold Group
Minnesota
$23.2M -$842K -2,474 -4%
YDMI
1466
Y.D. More Investments
Israel
$23.2M -$4.31M -12,670 -16%
SFO
1467
Stokes Family Office
Louisiana
$23.2M +$2.36M +6,936 +11%
FMTC
1468
Farmers & Merchants Trust Company
California
$23.2M -$391K -1,148 -2%
VCM
1469
Vision Capital Management
Oregon
$23.1M +$221K +649 +1%
CVM
1470
Cheviot Value Management
California
$23.1M +$629K +1,846 +3%
SWS
1471
SYSTM Wealth Solutions
Illinois
$22.9M +$2.29M +6,727 +11%
ANTB
1472
AMG National Trust Bank
Colorado
$22.9M -$803K -2,359 -3%
STA
1473
Summit Trail Advisors
New York
$22.9M +$5.24M +15,387 +30%
UH
1474
Unigestion Holding
Switzerland
$22.9M -$3.23M -9,646 -12%
SSA
1475
South Street Advisors
New York
$22.8M -$361K -1,060 -2%
57 58
59
60 61