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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 %
NNP
1601
Nachman Norwood & Parrott
South Carolina
$14.9M -$62K -229 -0.4%
PS
1602
Pensionfund Sabic
Netherlands
$14.9M – – –
IFWM
1603
Institute for Wealth Management
Colorado
$14.9M +$119K +439 +0.8%
NC
1604
NBW Capital
Massachusetts
$14.9M -$146K -538 -1%
SFO
1605
Stokes Family Office
Louisiana
$14.8M +$371K +1,369 +3%
AWM
1606
Apollon Wealth Management
South Carolina
$14.8M -$438K -1,617 -3%
BFPW
1607
BOK Financial Private Wealth
Colorado
$14.8M +$1.89M +6,966 +15%
HFM
1608
Hartford Financial Management
Connecticut
$14.8M -$29K -107 -0.2%
RIA
1609
RPG Investment Advisory
California
$14.7M -$255K -943 -2%
WCF
1610
West Coast Financial
California
$14.7M +$113K +416 +0.8%
EWM
1611
Executive Wealth Management
Michigan
$14.7M +$613K +2,264 +4%
AFM
1612
Andesa Financial Management
Pennsylvania
$14.7M -$194K -715 -1%
SIC
1613
Sigma Investment Counselors
Michigan
$14.7M -$364K -1,342 -2%
AFT
1614
Alpha Family Trust
California
$14.7M – – –
E
1615
Ergoteles
New York
$14.7M +$14.7M +54,145 New
OSNBOA
1616
Old Second National Bank of Aurora
Illinois
$14.6M -$583K -2,151 -4%
MWA
1617
Meridian Wealth Advisors
Texas
$14.6M +$643K +2,375 +5%
AFAS
1618
Acorn Financial Advisory Services
Virginia
$14.6M +$19.5K +72 +0.1%
KSCM
1619
Key Square Capital Management
Connecticut
$14.6M -$40.8M -150,732 -74%
AWA
1620
Aaron Wealth Advisors
Illinois
$14.6M +$147K +544 +1%
SSI
1621
Scott & Selber Inc
Texas
$14.6M -$95.4K -352 -0.6%
MWM
1622
Mattern Wealth Management
Kansas
$14.6M -$426K -1,519 -3%
OPTFSNA
1623
Old Point Trust & Financial Services N A
Virginia
$14.6M -$516K -1,905 -3%
ST
1624
Somerset Trust
Pennsylvania
$14.5M -$209K -772 -1%
WAS
1625
WESPAC Advisors SoCal
California
$14.5M +$996K +3,675 +7%
63 64
65
66 67