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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 %
CCM
1726
Consolidated Capital Management
California
$13M +$267K +984 +2%
SCM
1727
Salem Capital Management
Massachusetts
$13M -$309K -1,142 -2%
TWMP
1728
Taylor Wealth Management Partners
Massachusetts
$13M +$19.8K +73 +0.2%
BRCM
1729
Bright Rock Capital Management
Massachusetts
$13M +$2.71M +10,000 +26%
BAM
1730
Bruderman Asset Management
New York
$13M +$210K +774 +2%
CPA
1731
Capital Planning Advisors
California
$13M -$237K -875 -2%
WPP
1732
Whalerock Point Partners
Rhode Island
$13M +$311K +1,147 +2%
HWA
1733
HCR Wealth Advisors
California
$12.9M +$20K +74 +0.2%
PP
1734
Professional Planning
California
$12.9M -$39.6K -146 -0.3%
IPAM
1735
ICICI Prudential Asset Management
India
$12.9M +$6.3M +23,249 +96%
HCM
1736
Hall Capital Management
Rhode Island
$12.9M +$12.9M +47,621 New
VHAM
1737
Van Hulzen Asset Management
California
$12.9M +$95.4K +352 +0.7%
MI
1738
Markston International
New York
$12.9M -$64.8M -239,258 -83%
KWM
1739
Keebeck Wealth Management
Illinois
$12.8M +$727K +2,685 +6%
ISB
1740
Iowa State Bank
Iowa
$12.8M +$73.4K +271 +0.6%
VA
1741
Valmark Advisers
Ohio
$12.8M +$115K +424 +0.9%
CWP
1742
CFM Wealth Partners
Texas
$12.8M +$170K +626 +1%
HWAM
1743
Hennion & Walsh Asset Management
New Jersey
$12.8M +$917K +3,384 +8%
9WM
1744
9258 Wealth Management
Ohio
$12.8M +$736K +2,716 +6%
FSCM
1745
First Sabrepoint Capital Management
Texas
$12.7M – – –
RCP
1746
Rothschild Capital Partners
New York
$12.7M -$375K -1,385 -3%
WP
1747
WealthSource Partners
California
$12.7M +$502K +1,852 +4%
PI
1748
Pennant Investors
New Jersey
$12.7M +$1.84M +6,787 +17%
PG
1749
Patten Group
Tennessee
$12.7M +$48.8K +180 +0.4%
PWM
1750
PRW Wealth Management
Massachusetts
$12.7M +$11.3M +41,747 +830%
68 69
70
71 72