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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 %
9WM
1801
9258 Wealth Management
Ohio
$15.4M -$200K -588 -1%
IP
1802
Isthmus Partners
Wisconsin
$15.3M -$550K -1,615 -3%
NC
1803
Naman Capital
Brazil
$15.3M – – –
JWCA
1804
J.W. Coons Advisors
Ohio
$15.3M +$719K +2,110 +5%
AT
1805
American Trust
Kentucky
$15.3M -$813K -2,387 -5%
NEAM
1806
New England Asset Management
Connecticut
$15.3M -$3.06M -9,000 -17%
TYCC
1807
Texas Yale Capital Corp
Florida
$15.3M -$86.8K -255 -0.6%
JAM
1808
JCIC Asset Management
Ontario, Canada
$15.3M -$699K -2,053 -4%
CWP
1809
CFM Wealth Partners
Texas
$15.3M -$225K -661 -1%
CAM
1810
Cypress Asset Management
Texas
$15.2M -$356K -1,033 -2%
WFG
1811
Wills Financial Group
Virginia
$15.2M -$33.4K -98 -0.2%
DSC
1812
Duncker Streett & Co
Missouri
$15.2M +$241K +709 +2%
HBCM
1813
Heron Bay Capital Management
Michigan
$15.2M +$5.6M +16,457 +58%
JPMIA
1814
J.P. Marvel Investment Advisors
Massachusetts
$15.2M -$90.6K -266 -0.6%
BCM
1815
Barometer Capital Management
Ontario, Canada
$15.2M +$1.17M +3,429 +8%
BFW
1816
Brady Family Wealth
Missouri
$15.2M -$161K -473 -1%
RB
1817
Rodgers Brothers
Pennsylvania
$15.2M +$360K +1,056 +2%
KFGK
1818
Keystone Financial Group (Kentucky)
Kentucky
$15.1M +$15.1M +44,412 New
LT
1819
Legacy Trust
Michigan
$15.1M +$51.4K +151 +0.3%
JHCP
1820
Jackson Hole Capital Partners
Oklahoma
$15.1M +$654K +1,921 +5%
EP
1821
Eudaimonia Partners
Tennessee
$15.1M -$203K -595 -1%
MCM
1822
Morton Capital Management
California
$15.1M +$800K +2,348 +6%
WBC
1823
West Branch Capital
Massachusetts
$15.1M -$196K -576 -1%
MFA
1824
Mayflower Financial Advisors
Massachusetts
$15M -$73.6K -216 -0.5%
HW
1825
Hedeker Wealth
Illinois
$15M -$86.2K -253 -0.6%
71 72
73
74 75