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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 %
LCH
1701
Lee Capital Holdings
New York
$13.5M -$2.45M -9,055 -15%
ERWM
1702
Elk River Wealth Management
Colorado
$13.5M +$274K +1,013 +2%
SS
1703
Simplicity Solutions
Minnesota
$13.5M +$2.26M +8,340 +20%
QI
1704
Qtron Investments
Massachusetts
$13.4M – – –
SG
1705
Swarthmore Group
Pennsylvania
$13.4M -$376K -1,387 -3%
WCM
1706
Wisconsin Capital Management
Wisconsin
$13.4M -$661K -2,440 -5%
OAM
1707
Origin Asset Management
United Kingdom
$13.4M +$921K +3,400 +7%
AMM
1708
American Money Management
California
$13.4M +$220K +811 +2%
CIC
1709
Chase Investment Counsel
Virginia
$13.3M -$68.3K -252 -0.5%
FPS
1710
Fieldpoint Private Securities
Connecticut
$13.3M +$245K +856 +2%
M
1711
Mirova
France
$13.3M -$439K -1,619 -3%
BWAM
1712
Boyd Watterson Asset Management
Ohio
$13.3M +$8.4K +31 +0.1%
CWM
1713
Cornerstone Wealth Management
Missouri
$13.3M -$44.7K -165 -0.3%
DPIM
1714
Duff & Phelps Investment Management
Illinois
$13.2M -$1.98M -7,325 -13%
BWM
1715
Bulltick Wealth Management
Florida
$13.2M -$1.15M -4,263 -8%
CAM
1716
Centre Asset Management
New York
$13.2M -$3.12M -11,520 -19%
OC
1717
Oakworth Capital
Alabama
$13.2M -$7.59K -28 -0.1%
SIP
1718
Stoneridge Investment Partners
Pennsylvania
$13.2M -$104K -385 -0.8%
FFA
1719
Fragasso Financial Advisors
Pennsylvania
$13.2M +$773K +2,855 +6%
Optiver Holding
1720
Optiver Holding
Netherlands
$13.2M +$214K +904 +2%
MBT
1721
Montecito Bank & Trust
California
$13.1M -$10.3K -38 -0.1%
EAMA
1722
EFG Asset Management (Americas)
Florida
$13.1M +$296K +1,092 +2%
KFA
1723
Kelleher Financial Advisors
New York
$13.1M -$2.36M -8,720 -15%
TWM
1724
TLW Wealth Management
Florida
$13.1M +$55.5K +205 +0.4%
GIA
1725
Gladstone Institutional Advisory
Florida
$13M +$5.17M +19,074 +66%
67 68
69
70 71