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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 %
FC
1676
Farley Capital
New York
$17.8M -$105K -308 -0.6%
WP
1677
WealthSource Partners
California
$17.8M -$940K -2,759 -5%
HI
1678
Harbour Investments
Wisconsin
$17.8M -$371K -1,089 -2%
GJCM
1679
Grand Jean Capital Management
California
$17.8M +$41.2K +121 +0.2%
SWA
1680
Stratos Wealth Advisors
Ohio
$17.8M +$274K +805 +2%
GWM
1681
Greenwich Wealth Management
Connecticut
$17.8M -$13.6K -40 -0.1%
BG
1682
BRX Global
New York
$17.8M -$3.53M -10,372 -17%
LC
1683
Lindbrook Capital
California
$17.8M +$1.33M +3,916 +8%
TCA
1684
Trifecta Capital Advisors
Illinois
$17.8M -$959K -2,816 -5%
LSA
1685
L & S Advisors
California
$17.8M +$390K +1,144 +2%
HWA
1686
HCR Wealth Advisors
California
$17.7M -$93.3K -274 -0.5%
CCM
1687
CloudAlpha Capital Management
Hong Kong
$17.7M -$128M -377,162 -88%
GCM
1688
Glynn Capital Management
California
$17.7M +$13M +38,300 +283%
PM
1689
Phraction Management
Connecticut
$17.6M +$57.9K +170 +0.3%
MWA
1690
Meridian Wealth Advisors
Texas
$17.5M -$2.12M -6,215 -11%
SCM
1691
Stonebridge Capital Management
California
$17.5M -$1.31M -3,850 -7%
SBCM
1692
Schwerin Boyle Capital Management
Massachusetts
$17.5M -$1.36M -4,000 -7%
APSI
1693
Asset Planning Services Inc
Louisiana
$17.5M +$37.5K +110 +0.2%
WI
1694
Wintrust Investments
Illinois
$17.5M +$6.11M +17,940 +54%
GWSG
1695
GPS Wealth Strategies Group
Colorado
$17.5M +$188K +553 +1%
WF
1696
Wayfinding Financial
Washington
$17.4M -$761K -2,250 -4%
APP
1697
Avantax Planning Partners
Iowa
$17.4M +$797K +2,341 +5%
PAIM
1698
Punch & Associates Investment Management
Minnesota
$17.3M -$3.46M -10,165 -17%
HFM
1699
Hartford Financial Management
Connecticut
$17.3M -$322K -946 -2%
PCM
1700
Pinnbrook Capital Management
New York
$17.3M +$13.6M +39,987 +372%
66 67
68
69 70