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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 %
VCM
1826
Virtue Capital Management
Tennessee
$11.3M +$449K +1,656 +4%
MCM
1827
Makena Capital Management
California
$11.3M +$941K +3,473 +9%
CIM
1828
Chapman Investment Management
California
$11.3M +$126K +466 +1%
DIP
1829
DT Investment Partners
Pennsylvania
$11.2M +$54.7K +202 +0.5%
MJP
1830
Michael J. Puzo
$11.2M -$858K -3,166 -7%
TNBTD
1831
Trustmark National Bank Trust Department
Mississippi
$11.2M -$165K -609 -1%
LWMM
1832
Legacy Wealth Management (Mississippi)
Mississippi
$11.2M +$43.3K +160 +0.4%
TIA
1833
Tiemann Investment Advisors
California
$11.2M -$247K -913 -2%
AWM
1834
Avior Wealth Management
Nebraska
$11.2M -$711K -2,624 -6%
NL
1835
NKCFO LLC
Illinois
$11.2M – – –
CWG
1836
Cornerstone Wealth Group
North Carolina
$11.1M +$2.4M +8,680 +28%
MCM
1837
Mattern Capital Management
Colorado
$11.1M +$208K +766 +2%
MWA
1838
Moser Wealth Advisors
Washington
$11.1M +$520K +1,921 +5%
CHAM
1839
Clear Harbor Asset Management
Connecticut
$11.1M -$231K -853 -2%
MWM
1840
Modera Wealth Management
New Jersey
$11.1M -$231K -854 -2%
TA
1841
Tiedemann Advisors
New York
$11.1M -$869K -3,207 -7%
TIP
1842
Torray Investment Partners
Maryland
$11.1M -$96.4K -356 -0.9%
ADL
1843
Asset Dedication LLC
California
$11.1M +$1.99M +7,355 +22%
BHTS
1844
Bar Harbor Trust Services
Maine
$11M -$110K -405 -1%
CL
1845
Choreo LLC
Illinois
$11M +$1.28M +4,730 +13%
PTP
1846
Platform Technology Partners
New York
$11M +$11M +40,742 New
PCM
1847
Prelude Capital Management
New York
$11M -$2.74M -10,105 -20%
FANJ
1848
Financial Architects (New Jersey)
New Jersey
$11M +$228K +840 +2%
ED
1849
Exane Derivatives
France
$11M +$782K +2,782 +8%
SCP
1850
Steamboat Capital Partners
New York
$11M -$147K -541 -1%
72 73
74
75 76