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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 %
OC
1776
Oakworth Capital
Alabama
$15.8M -$746K -2,190 -5%
CWM
1777
Cordatus Wealth Management
Pennsylvania
$15.8M +$15.8M +46,298 New
CA
1778
Crewe Advisors
Utah
$15.8M -$420K -1,234 -3%
CMTU
1779
Capital Markets Trading (UK)
United Kingdom
$15.7M +$15.1M +44,446 +2,487%
CBTWT
1780
Community Bank & Trust (Waco, Texas)
Texas
$15.7M -$36.4K -107 -0.2%
OPTFSNA
1781
Old Point Trust & Financial Services N A
Virginia
$15.7M -$383K -1,124 -2%
FVWA
1782
Foster Victor Wealth Advisors
South Carolina
$15.7M -$308K -912 -2%
M
1783
Mirova
France
$15.7M -$3.6M -10,586 -19%
LKIM
1784
Lawson Kroeker Investment Management
Nebraska
$15.7M -$199K -585 -1%
ISB
1785
Iowa State Bank
Iowa
$15.7M -$341K -1,002 -2%
FM
1786
Family Management
New York
$15.6M +$152K +447 +1%
RCP
1787
Rothschild Capital Partners
New York
$15.6M – – –
WWA
1788
WCG Wealth Advisors
Nevada
$15.6M +$1.3M +3,861 +9%
PG
1789
Patten Group
Tennessee
$15.6M -$183K -538 -1%
MWA
1790
Miller Wealth Advisors
Colorado
$15.5M +$14M +41,206 +937%
WA
1791
Wealth Alliance
New York
$15.5M -$55.5K -163 -0.4%
BA
1792
Baugh & Associates
Georgia
$15.5M +$211K +619 +1%
CA
1793
Claro Advisors
Massachusetts
$15.5M -$32.7K -96 -0.2%
SAG
1794
SageView Advisory Group
California
$15.5M +$1.09M +3,210 +8%
AWA
1795
Arete Wealth Advisors
Illinois
$15.5M -$2.35M -6,892 -13%
KFA
1796
Kelleher Financial Advisors
New York
$15.5M +$1.07M +3,151 +7%
SNB
1797
Security National Bank
Nebraska
$15.5M -$463K -1,361 -3%
WAS
1798
Winch Advisory Services
Wisconsin
$15.4M -$290K -851 -2%
ADL
1799
Asset Dedication LLC
California
$15.4M +$582K +1,711 +4%
CBT
1800
Central Bank & Trust
Kentucky
$15.4M -$349K -1,026 -2%
70 71
72
73 74