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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 %
FNBTCON
1626
First National Bank & Trust Co of Newtown
Pennsylvania
$14.5M -$328K -1,209 -2%
SB
1627
Strategic Blueprint
Georgia
$14.5M +$3.34M +12,322 +30%
TS
1628
Tamar Securities
California
$14.5M +$517K +1,909 +4%
S
1629
swisspartners
Liechtenstein
$14.5M -$283K -1,043 -2%
CCM
1630
Condor Capital Management
New Jersey
$14.5M -$20K -74 -0.1%
BMC
1631
Benin Management Corp
Connecticut
$14.5M -$270K -996 -2%
LWM
1632
Laidlaw Wealth Management
New York
$14.5M +$14.5M +53,389 New
AWA
1633
Arkadios Wealth Advisors
Georgia
$14.4M +$3.71M +13,680 +35%
TPWA
1634
TRUE Private Wealth Advisors
Oregon
$14.4M -$46.1K -170 -0.3%
MWM
1635
Minot Wealth Management
Massachusetts
$14.4M +$1.15M +4,084 +9%
HIM
1636
Hotaling Investment Management
Pennsylvania
$14.4M -$1.34M -4,963 -9%
NB
1637
Northwest Bancshares
Pennsylvania
$14.4M -$352K -1,301 -2%
RHDIC
1638
R.H. Dinel Investment Counsel
California
$14.4M -$345K -1,275 -2%
WTFG
1639
Wells Trecaso Financial Group
Ohio
$14.4M -$8.13K -30 -0.1%
AAS
1640
Annex Advisory Services
Wisconsin
$14.4M +$389K +1,435 +3%
IAIM
1641
International Assets Investment Management
Florida
$14.4M -$16.5M -106,517 -53%
WF
1642
WoodTrust Financial
Wisconsin
$14.3M +$933K +3,445 +7%
SAM
1643
Shikiar Asset Management
New York
$14.3M +$1.3M +4,784 +10%
QCG
1644
Quadrant Capital Group
Ohio
$14.3M +$329K +1,216 +2%
B
1645
Barings
North Carolina
$14.3M -$1.06M -3,926 -7%
EFS
1646
Essex Financial Services
Connecticut
$14.3M – – –
GJCM
1647
Grand Jean Capital Management
California
$14.3M -$9.66M -35,650 -40%
FHA
1648
Flagship Harbor Advisors
Massachusetts
$14.3M +$327K +1,208 +2%
CC
1649
Codex Capital
New York
$14.3M +$2.82M +10,400 +25%
CRB
1650
Chad R. Baker
$14.3M – – –
64 65
66
67 68