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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 %
MC
1776
Muhlenkamp & Co
Pennsylvania
$12.1M +$20.3K +75 +0.2%
TYCC
1777
Texas Yale Capital Corp
Florida
$12.1M +$19K +70 +0.2%
CCM
1778
Cinctive Capital Management
New York
$12.1M +$4.35M +16,068 +56%
JPMIA
1779
J.P. Marvel Investment Advisors
Massachusetts
$12.1M – – –
CA
1780
Cumberland Advisors
Florida
$12.1M +$284K +1,048 +2%
FWC
1781
First Washington Corp
Washington
$12.1M – – –
PCA
1782
Private Capital Advisors
Connecticut
$12.1M +$10.9M +40,399 +952%
SG
1783
Stonnington Group
California
$12.1M +$201K +726 +2%
BA
1784
Baugh & Associates
Georgia
$12.1M -$132K -488 -1%
LJAC
1785
L.J. Altfest & Co
New York
$12M -$267K -986 -2%
WP
1786
WealthPLAN Partners
Nebraska
$12M +$21.5K +75 +0.2%
SBWIC
1787
Schaper Benz & Wise Investment Counsel
Wisconsin
$12M -$299K -1,105 -2%
CAG
1788
Csenge Advisory Group
Florida
$12M +$3.01M +11,098 +34%
CIAS
1789
Capital Investment Advisory Services
North Carolina
$12M -$200K -739 -2%
BO
1790
BRR OpCo
Ohio
$12M -$180K -663 -1%
APP
1791
Avantax Planning Partners
Iowa
$12M +$446K +1,646 +4%
GAM
1792
Grandview Asset Management
Pennsylvania
$12M +$585K +2,160 +5%
WBC
1793
West Branch Capital
Massachusetts
$11.9M +$43.3K +160 +0.4%
BRWM
1794
B. Riley Wealth Management
Tennessee
$11.9M -$1.01M -3,719 -8%
BA
1795
Birinyi Associates
Connecticut
$11.9M -$196K -725 -2%
VAS
1796
Valicenti Advisory Services
New York
$11.9M -$236K -873 -2%
ZB
1797
Zions Bancorporation
Utah
$11.9M +$740K +2,730 +7%
WP
1798
Waycross Partners
Kentucky
$11.9M -$108K -400 -0.9%
AL
1799
Aspiriant LLC
California
$11.9M +$200K +739 +2%
MCWS
1800
McKinley Carter Wealth Services
West Virginia
$11.9M -$4.33K -16 -0%
70 71
72
73 74