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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 %
RWM
1551
RKL Wealth Management
Pennsylvania
$20.9M -$172K -504 -0.8%
ACA
1552
Atlas Capital Advisors
Wyoming
$20.8M -$3.09M -9,077 -13%
RIA
1553
RPG Investment Advisory
California
$20.8M -$2.08M -6,096 -9%
MSR
1554
Main Street Research
Connecticut
$20.8M +$274K +806 +1%
VNA
1555
Valley National Advisers
Pennsylvania
$20.8M -$192K -564 -0.9%
PFM
1556
Premier Fund Managers
United Kingdom
$20.8M -$7.81M -23,300 -27%
LOAMS
1557
Lombard Odier Asset Management (Switzerland)
Switzerland
$20.7M +$878K +2,577 +4%
SAM
1558
Smithbridge Asset Management
Pennsylvania
$20.7M -$345K -1,013 -2%
CWM
1559
Curi Wealth Management
North Carolina
$20.7M -$1.02M -2,985 -5%
RC
1560
RDST Capital
Washington
$20.6M +$3.47M +10,195 +20%
AIMC
1561
Alley Investment Management Company
Illinois
$20.6M -$147K -433 -0.7%
TW
1562
TrinityPoint Wealth
Connecticut
$20.6M -$56.5K -166 -0.3%
GEA
1563
Glen Eagle Advisors
New Jersey
$20.5M +$576K +1,690 +3%
NWM
1564
Nicola Wealth Management
British Columbia, Canada
$20.5M -$10.2M -30,000 -33%
KA
1565
Kovack Advisors
Florida
$20.5M +$1.64M +4,806 +9%
SFG
1566
SevenBridge Financial Group
Pennsylvania
$20.5M -$85.8K -252 -0.4%
CC
1567
Cartenna Capital
Connecticut
$20.4M -$8.51M -25,000 -29%
CSUI
1568
Cincinnati Specialty Underwriters Insurance
Ohio
$20.4M – – –
PIMJS
1569
PKO Investment Management Joint-Stock
Poland
$20.4M – – –
CS
1570
Comerica Securities
Michigan
$20.4M +$43.2K +127 +0.2%
CGA
1571
Compound Global Advisors
Washington
$20.4M -$4.75M -13,947 -19%
BWP
1572
Balboa Wealth Partners
Arizona
$20.3M +$39.8K +117 +0.2%
SCA
1573
St. Clair Advisors
Ohio
$20.3M +$1.57M +4,596 +8%
MIP
1574
Marietta Investment Partners
Wisconsin
$20.3M -$887K -2,605 -4%
MWM
1575
Mattern Wealth Management
Kansas
$20.2M +$1.1M +3,221 +6%
61 62
63
64 65