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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 %
RWM
1551
Rench Wealth Management
Texas
$16M -$176K -650 -1%
PCMK
1552
Paragon Capital Management (Kansas)
Kansas
$16M -$455K -1,679 -3%
HAM
1553
Harber Asset Management
North Carolina
$16M +$1.89M +6,962 +13%
DSC
1554
Duncker Streett & Co
Missouri
$15.9M -$471K -1,740 -3%
CP
1555
Capital Planning
Washington
$15.9M -$1.99M -7,363 -11%
TFS
1556
Thoroughbred Financial Services
Tennessee
$15.9M +$368K +1,358 +2%
DI
1557
Diligent Investors
California
$15.9M -$411K -1,516 -3%
HIC
1558
Holderness Investments Company
North Carolina
$15.8M +$117K +431 +0.7%
AIA
1559
Allied Investment Advisors
Montana
$15.8M +$160K +592 +1%
CCMINC
1560
Cardinal Capital Management Inc (North Carolina)
North Carolina
$15.8M -$363K -1,341 -2%
HRC
1561
Hoertkorn Richard Charles
$15.8M -$174K -644 -1%
BEAM
1562
Baker Ellis Asset Management
Washington
$15.8M +$33.6K +124 +0.2%
SVWAG
1563
Sound View Wealth Advisors Group
Georgia
$15.8M +$16K +59 +0.1%
AC
1564
Arjuna Capital
North Carolina
$15.8M +$309K +1,139 +2%
IAS
1565
Investment Advisory Services
Texas
$15.7M +$15.7M +58,105 New
RGC
1566
Roberts, Glore & Co
Illinois
$15.7M +$712K +2,628 +5%
AC
1567
Alley Company
Illinois
$15.7M +$351K +1,297 +2%
ZIG
1568
Zuckerman Investment Group
Illinois
$15.7M -$614K -2,267 -4%
MCG
1569
McCollum Christoferson Group
New York
$15.7M -$238K -880 -1%
AAM
1570
Azzad Asset Management
Virginia
$15.6M +$247K +913 +2%
SWM
1571
Stockman Wealth Management
Montana
$15.6M +$1.56M +5,753 +11%
MSFP
1572
Mark Sheptoff Financial Planning
Connecticut
$15.6M +$367K +1,353 +2%
VW
1573
Vantage Wealth
California
$15.6M +$115K +425 +0.7%
NFG
1574
Nations Financial Group
Iowa
$15.6M +$3.37M +12,426 +28%
PA
1575
Perennial Advisors
New York
$15.5M +$171K +632 +1%
61 62
63
64 65