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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 %
AAM
1501
Augustine Asset Management
Florida
$17.2M -$1.22M -4,486 -7%
RWA
1502
River Wealth Advisors
Pennsylvania
$17.2M +$55.8K +206 +0.3%
PBC
1503
Pavion Blue Capital
California
$17.2M -$177K -654 -1%
NAMM
1504
NorthStar Asset Management (Massachusetts)
Massachusetts
$17.1M +$1.94M +7,147 +13%
S
1505
Seeyond
France
$17.1M -$508K -1,875 -3%
RIA
1506
Regal Investment Advisors
Michigan
$17.1M +$17.1M +63,148 New
CWA
1507
Canvas Wealth Advisors
Kansas
$17.1M +$3.53M +13,023 +26%
FMTC
1508
Farmers & Merchants Trust Company
California
$17.1M +$144K +531 +0.8%
MHS
1509
M Holdings Securities
Oregon
$17.1M -$987K -3,643 -5%
TA
1510
TruWealth Advisors
Louisiana
$17.1M +$505K +1,863 +3%
TCM
1511
Trybe Capital Management
Connecticut
$17.1M +$3.9M +14,409 +30%
PGAM
1512
Princeton Global Asset Management
New Jersey
$17M -$970K -3,579 -5%
FDCC
1513
Foster Dykema Cabot & Co
Massachusetts
$17M -$22.5K -83 -0.1%
KPW
1514
Kore Private Wealth
New York
$17M +$2.25M +8,309 +15%
BDF
1515
Balasa Dinverno & Foltz
$16.9M +$636K +2,349 +4%
WANY
1516
Wealthspire Advisors (New York)
New York
$16.9M -$30.2M -111,655 -64%
MP
1517
McDonald Partners
Ohio
$16.8M +$419K +1,547 +3%
EIM
1518
Essex Investment Management
Massachusetts
$16.8M -$1.31M -4,852 -7%
KCP
1519
KDI Capital Partners
North Carolina
$16.8M +$900K +3,322 +6%
WIC
1520
Woodmont Investment Counsel
Tennessee
$16.7M +$60.4K +223 +0.4%
ACM
1521
Allred Capital Management
Texas
$16.7M -$425K -1,570 -2%
RWM
1522
RKL Wealth Management
Pennsylvania
$16.7M -$341K -1,259 -2%
PIM
1523
Parker Investment Management
California
$16.6M -$504K -1,861 -3%
TW
1524
TrinityPoint Wealth
Connecticut
$16.6M +$1.02M +3,751 +7%
AIC
1525
Ameritas Investment Company
Nebraska
$16.5M -$7.51M -16,907 -31%
59 60
61
62 63