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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 %
HFS
1626
Haverford Financial Services
Pennsylvania
$18.9M -$94.3K -277 -0.5%
SC
1627
Scholtz & Company
Connecticut
$18.9M -$1.14M -3,345 -6%
HIC
1628
Holderness Investments Company
North Carolina
$18.8M +$221K +649 +1%
CCWM
1629
Cassaday & Co Wealth Management
Virginia
$18.8M +$2.38M +6,988 +15%
PT
1630
Plimoth Trust
Massachusetts
$18.7M -$272K -800 -1%
RC
1631
RBF Capital
California
$18.7M – – –
HPIA
1632
Hamilton Point Investment Advisors
North Carolina
$18.7M -$941K -2,764 -5%
III
1633
Independent Investors Inc
New York
$18.6M -$34.1K -100 -0.2%
SWM
1634
Stockman Wealth Management
Montana
$18.6M -$4.33M -12,707 -19%
ZF
1635
Zhang Financial
Michigan
$18.6M +$584K +1,723 +3%
SF
1636
Summit Financial
New Jersey
$18.5M +$3.71M +10,902 +25%
HI
1637
Hendershot Investments
Virginia
$18.5M -$535K -1,571 -3%
HWM
1638
Heirloom Wealth Management
Colorado
$18.5M +$623K +1,828 +3%
BHB
1639
Bank Hapoalim BM
Israel
$18.5M -$840K -2,468 -4%
CNB
1640
Camden National Bank
Maine
$18.4M -$713K -2,093 -4%
GLA
1641
Good Life Advisors
Pennsylvania
$18.4M +$106K +311 +0.6%
CCM
1642
Campbell Capital Management
Florida
$18.4M -$971K -2,850 -5%
BCM
1643
Bayesian Capital Management
New York
$18.4M +$18.4M +53,900 New
WAS
1644
WESPAC Advisors SoCal
California
$18.3M -$94K -276 -0.5%
EN1L
1645
Engine No 1 LLC
California
$18.3M +$18.3M +53,827 New
AMM
1646
American Money Management
California
$18.3M +$154K +452 +0.8%
IP
1647
Interval Partners
New York
$18.3M -$12M -35,220 -40%
BOSSRA
1648
B.O.S.S. Retirement Advisors
Utah
$18.3M -$593K -1,742 -3%
CAM
1649
Cozad Asset Management
Illinois
$18.3M +$10.6K +31 +0.1%
AWA
1650
Arkadios Wealth Advisors
Georgia
$18.3M -$285K -837 -2%
64 65
66
67 68