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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 %
AAM
1476
Azzad Asset Management
Virginia
$22.8M +$121K +356 +0.5%
FTC
1477
Farmers Trust Company
Ohio
$22.8M -$484K -1,422 -2%
CT
1478
Chicago Trust
Illinois
$22.8M -$52.4K -154 -0.2%
GC
1479
Gratus Capital
Georgia
$22.8M -$289K -850 -1%
FBC
1480
Fairfield, Bush & Co
Connecticut
$22.8M +$794K +2,332 +4%
SWA
1481
SFMG Wealth Advisors
Texas
$22.8M -$1.83M -5,376 -7%
WIS
1482
Wright Investors Service
Connecticut
$22.7M -$114K -335 -0.5%
IWP
1483
Icon Wealth Partners
Texas
$22.7M -$2.09M -6,144 -8%
PCM
1484
Princeton Capital Management
New Jersey
$22.6M -$166K -486 -0.7%
HF
1485
HRT Financial
New York
$22.6M +$22.6M +66,307 New
HKIM
1486
Hayek Kallen Investment Management
Alabama
$22.5M +$939K +2,758 +4%
HR
1487
Howe & Rusling
New York
$22.5M -$302K -887 -1%
IB
1488
Iyo Bank
Japan
$22.5M – – –
FC
1489
FACT Capital
New York
$22.5M -$1.43M -4,208 -6%
BRCM
1490
Bright Rock Capital Management
Massachusetts
$22.5M – – –
ZAM
1491
Zevin Asset Management
Massachusetts
$22.4M -$210K -616 -0.9%
TS
1492
Tamar Securities
California
$22.4M -$1.22M -3,571 -5%
CCT
1493
Chemung Canal Trust
New York
$22.4M -$419K -1,229 -2%
ZB
1494
Zions Bancorporation
Utah
$22.4M -$214K -628 -0.9%
BDA
1495
Borer Denton & Associates
Pennsylvania
$22.4M -$579K -1,700 -3%
RIA
1496
Regal Investment Advisors
Michigan
$22.3M +$187K +549 +0.8%
BP
1497
Broadleaf Partners
Ohio
$22.3M +$2.36M +6,931 +12%
HCM
1498
Horiko Capital Management
New York
$22.3M -$1.15M -3,381 -5%
DI
1499
DFPG Investments
Utah
$22.3M +$2.29M +6,455 +11%
FFN
1500
Focus Financial Network
Minnesota
$22.3M +$2.16M +6,330 +11%
58 59
60
61 62