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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 %
NIM
1576
Nicollet Investment Management
Minnesota
$20.2M -$323K -948 -2%
CWM
1577
Cornerstone Wealth Management
Missouri
$20.2M +$753K +2,211 +4%
AOWM
1578
Alpha Omega Wealth Management
Virginia
$20.2M -$922K -2,708 -4%
BWL
1579
Bogart Wealth LLC
Virginia
$20.2M +$42.9K +126 +0.2%
TCA
1580
Teewinot Capital Advisers
New York
$20.1M +$1.78M +5,221 +10%
AC
1581
Apella Capital
Connecticut
$20.1M +$20.1M +59,103 New
AIM
1582
ARK Investment Management
Florida
$20.1M -$3.1M -9,094 -13%
LWM
1583
Laidlaw Wealth Management
New York
$20M +$503K +1,478 +3%
SGA
1584
Strategic Global Advisors
California
$20M -$1.46M -4,290 -7%
KC
1585
Knuff & Co
California
$20M -$136K -400 -0.7%
HCA
1586
Harbor Capital Advisors
Illinois
$20M +$501K +1,471 +3%
TCM
1587
Trybe Capital Management
Connecticut
$20M +$1.18M +3,471 +6%
DBT
1588
Dubuque Bank & Trust
Iowa
$19.9M -$582K -1,709 -3%
SCM
1589
Sirios Capital Management
Massachusetts
$19.9M +$2.97M +8,710 +17%
DI
1590
Diligent Investors
California
$19.9M -$35.8K -105 -0.2%
BSC
1591
Brown Shipley & Co
United Kingdom
$19.9M +$1.92M +5,632 +11%
DIP
1592
DT Investment Partners
Pennsylvania
$19.9M -$27.6K -82 -0.1%
PIM
1593
Parker Investment Management
California
$19.8M -$311K -913 -2%
WCM
1594
Weik Capital Management
Pennsylvania
$19.8M -$3.57M -10,495 -15%
SIC
1595
Sigma Investment Counselors
Michigan
$19.8M +$283K +830 +1%
KJHP
1596
K.J. Harrison & Partners
Ontario, Canada
$19.8M +$2.79M +8,218 +16%
WPC
1597
Wedmont Private Capital
Pennsylvania
$19.7M +$3.07M +8,891 +18%
RIG
1598
Renaissance Investment Group
Massachusetts
$19.7M -$747K -2,193 -4%
CCM
1599
Copeland Capital Management
Pennsylvania
$19.7M +$7.91M +23,228 +67%
WIM
1600
Weitz Investment Management
Nebraska
$19.6M -$6.06M -17,800 -24%
62 63
64
65 66