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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 %
WWM
1476
Western Wealth Management
Colorado
$17.9M +$3.39M +12,486 +23%
SWM
1477
Soundmark Wealth Management
Washington
$17.8M +$649K +2,393 +4%
KA
1478
Kovack Advisors
Florida
$17.7M +$728K +2,689 +4%
LBA
1479
Lowell Blake & Associates
Massachusetts
$17.7M -$143K -528 -0.8%
AC
1480
Alexandria Capital
Virginia
$17.7M +$167K +615 +1%
CAM
1481
Cubic Asset Management
Massachusetts
$17.6M -$205K -755 -1%
GRP
1482
Global Retirement Partners
California
$17.6M +$407K +1,504 +2%
SCA
1483
Spearhead Capital Advisors
Florida
$17.6M -$250K -923 -1%
NC
1484
Naman Capital
Brazil
$17.6M – – –
CT
1485
Chicago Trust
Illinois
$17.6M +$4.89M +18,037 +39%
RP
1486
Rice Partnership
Hawaii
$17.6M +$236K +873 +1%
PLFAM
1487
Pineno Levin & Ford Asset Management
Virginia
$17.5M -$176K -650 -1%
SBCM
1488
Schwerin Boyle Capital Management
Massachusetts
$17.4M – – –
BP
1489
Broadleaf Partners
Ohio
$17.4M -$3.39M -12,499 -16%
TIAM
1490
TT International Asset Management
United Kingdom
$17.4M -$1.53M -5,654 -8%
YWP
1491
YorkBridge Wealth Partners
New York
$17.4M +$140K +518 +0.8%
MSA
1492
Marino Stram & Associates
Massachusetts
$17.4M +$11.9M +44,042 +218%
HL
1493
HeadInvest LLC
Maine
$17.4M -$85.9K -317 -0.5%
LWANC
1494
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.4M -$10.3K -38 -0.1%
RMSCM
1495
R.M. Sincerbeaux Capital Management
New York
$17.4M -$271K -1,000 -2%
SV
1496
Sturgeon Ventures
United Kingdom
$17.3M – – –
MIP
1497
Marietta Investment Partners
Wisconsin
$17.3M -$35.5K -131 -0.2%
CHC
1498
City Holding Co
West Virginia
$17.3M -$463K -1,709 -3%
MAM
1499
Morse Asset Management
Connecticut
$17.2M +$391K +1,445 +2%
HCM
1500
Harvey Capital Management
Florida
$17.2M -$1.89M -6,980 -10%
58 59
60
61 62