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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 %
AWM
1501
Angeles Wealth Management
California
$22.2M +$4.19M +12,307 +23%
JIC
1502
Joel Isaacson & Co
New York
$22.1M +$448K +1,317 +2%
WSC
1503
Wellington Shields & Co
New York
$22M -$1.93M -5,656 -8%
WAP
1504
Wealthcare Advisory Partners
Pennsylvania
$22M +$246K +723 +1%
RCM
1505
RNC Capital Management
California
$22M -$798K -2,343 -3%
BCM
1506
Brasada Capital Management
Texas
$22M -$179K -525 -0.8%
PVI
1507
Pine Valley Investments
New Jersey
$22M +$8.31M +24,405 +61%
CIC
1508
Canal Insurance Company
South Carolina
$22M -$3.41M -10,000 -13%
AMCA
1509
Arthur M. Cohen & Associates
Illinois
$21.9M -$562K -1,650 -2%
SHGA
1510
Sand Hill Global Advisors
California
$21.9M -$462K -1,358 -2%
CAG
1511
Csenge Advisory Group
Florida
$21.9M +$1.13M +3,332 +5%
MC
1512
Middleton & Co
Massachusetts
$21.9M +$468K +1,375 +2%
SACTSONJ
1513
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$21.9M – – –
AAM
1514
Augustine Asset Management
Florida
$21.8M -$40.5K -119 -0.2%
CPA
1515
Court Place Advisors
Maryland
$21.8M -$346K -1,015 -2%
FANJ
1516
Financial Architects (New Jersey)
New Jersey
$21.8M +$8.57M +25,163 +65%
SMFG
1517
Sumitomo Mitsui Financial Group
Japan
$21.7M -$607K -1,784 -3%
AC
1518
Arjuna Capital
North Carolina
$21.6M -$642K -1,886 -3%
CI
1519
Conning Inc
Connecticut
$21.6M -$3.95M -11,597 -15%
CP
1520
Capital Planning
Washington
$21.6M -$423K -1,242 -2%
FM
1521
Foster & Motley
Ohio
$21.5M -$1.31M -3,843 -6%
IAS
1522
Insigneo Advisory Services
Florida
$21.5M +$6.73M +19,767 +46%
MIM
1523
Morningstar Investment Management
Illinois
$21.5M -$8.07M -23,704 -27%
BCM
1524
Buckhead Capital Management
Georgia
$21.5M -$154K -453 -0.7%
WF
1525
WoodTrust Financial
Wisconsin
$21.5M +$358K +1,051 +2%
59 60
61
62 63