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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 %
Koshinski Asset Management
1801
Koshinski Asset Management
Illinois
$11.9M -$2.1M -7,768 -15%
MPIM
1802
McGinn Penninger Investment Management
Virginia
$11.8M -$211K -780 -2%
KFGK
1803
Keystone Financial Group (Kentucky)
Kentucky
$11.8M -$74.5K -275 -0.6%
MWM
1804
Marietta Wealth Management
Georgia
$11.8M +$163K +602 +1%
RB
1805
Rodgers Brothers
Pennsylvania
$11.8M +$205K +757 +2%
NEIRG
1806
New England Investment & Retirement Group
Massachusetts
$11.8M +$410K +1,515 +4%
SCM
1807
Stevens Capital Management
Pennsylvania
$11.8M +$11.8M +43,410 New
WCA
1808
Windsor Creek Advisors
Vermont
$11.7M +$29.3K +108 +0.2%
ATPW
1809
Ashton Thomas Private Wealth
Arizona
$11.7M -$308K -1,137 -3%
VIA
1810
Vident Investment Advisory
Georgia
$11.7M +$571K +2,107 +5%
CCM
1811
Carderock Capital Management
Maryland
$11.6M +$357K +1,318 +3%
PGA
1812
Portland Global Advisors
Maine
$11.6M +$184K +681 +2%
PFS
1813
Physicians Financial Services
North Carolina
$11.6M -$46.9K -173 -0.4%
NL
1814
NVWM LLC
Pennsylvania
$11.6M -$568K -2,097 -5%
AIA
1815
Angeles Investment Advisors
California
$11.6M +$2.93M +10,814 +34%
LKIM
1816
Lawson Kroeker Investment Management
Nebraska
$11.5M -$69.1K -255 -0.6%
JFA
1817
Johanson Financial Advisors
California
$11.5M -$58.2K -207 -0.5%
IWS
1818
Insight Wealth Strategies
California
$11.5M -$2.61M -9,619 -19%
TCOO
1819
Trust Company of Oklahoma
Oklahoma
$11.5M -$137K -505 -1%
SLG
1820
Stanley-Laman Group
Pennsylvania
$11.5M +$842K +3,108 +8%
RGI
1821
River Global Investors
United Kingdom
$11.5M -$1.37M -5,042 -11%
OCM
1822
One Capital Management
California
$11.4M +$1.06M +3,921 +10%
CCM
1823
Compton Capital Management
Rhode Island
$11.4M -$96.2K -355 -0.8%
BIMC
1824
Benson Investment Management Company
Virginia
$11.4M -$619K -2,285 -5%
BIM
1825
Baldwin Investment Management
Pennsylvania
$11.4M -$239K -882 -2%
71 72
73
74 75