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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 %
CFG
1826
Cooper Financial Group
California
$15M +$1.25M +3,656 +9%
HIC
1827
Harbor Island Capital
Massachusetts
$15M -$1.82M -5,340 -11%
RBC
1828
Romano Brothers & Co
Illinois
$15M -$59.6K -175 -0.4%
JCM
1829
Jacobi Capital Management
Pennsylvania
$14.9M -$904K -2,654 -6%
HCM
1830
Hall Capital Management
Rhode Island
$14.9M -$189K -554 -1%
HCM
1831
Heathbridge Capital Management
Ontario, Canada
$14.9M -$358K -1,050 -2%
HIP
1832
Harrell Investment Partners
Texas
$14.9M +$91.6K +269 +0.6%
LWMM
1833
Legacy Wealth Management (Mississippi)
Mississippi
$14.9M -$30.3K -89 -0.2%
VSQM
1834
V-Square Quantitative Management
Illinois
$14.9M -$324K -950 -2%
TI
1835
Truxt Investmentos
Brazil
$14.8M -$12.5M -36,765 -46%
HCM
1836
Hollencrest Capital Management
California
$14.8M -$189K -556 -1%
AAS
1837
Ameritas Advisory Services
Nebraska
$14.8M -$6.43M -19,069 -30%
KA
1838
Kozak & Associates
Colorado
$14.8M +$106K +313 +0.7%
PWPS
1839
Pinnacle Wealth Planning Services
Ohio
$14.8M -$147K -433 -1%
CIAS
1840
Capital Investment Advisory Services
North Carolina
$14.7M -$11.2K -33 -0.1%
Renaissance Technologies
1841
Renaissance Technologies
New York
$14.7M +$13.4M +39,485 +1,035%
CT
1842
Clearstead Trust
Maine
$14.7M -$1.9M -6,090 -11%
CCM
1843
Canal Capital Management
Virginia
$14.7M -$730K -2,143 -5%
SMA
1844
Sage Mountain Advisors
Georgia
$14.7M -$7.83K -23 -0.1%
EWA
1845
EverSource Wealth Advisors
Alabama
$14.7M +$2.76M +8,113 +23%
CCPM
1846
Cooper Creek Partners Management
New York
$14.7M -$396K -1,163 -3%
SAM
1847
Shikiar Asset Management
New York
$14.7M -$38.8K -114 -0.3%
MCWS
1848
McKinley Carter Wealth Services
West Virginia
$14.6M -$277K -812 -2%
SBWIC
1849
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.6M -$811K -2,382 -5%
ACA
1850
Aspire Capital Advisors
Washington
$14.6M +$2.04K +6 +0%
72 73
74
75 76