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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 %
IMOV
1851
Investment Management of Virginia
Virginia
$11M -$352K -1,300 -3%
CT
1852
Clearstead Trust
Maine
$10.9M -$2.08M -6,434 -16%
GDP
1853
Great Diamond Partners
Maine
$10.9M -$87.5K -323 -0.8%
OPA
1854
Old Port Advisors
Maine
$10.9M -$607K -2,148 -5%
RFM
1855
Royal Fund Management
Florida
$10.9M +$1.19M +4,377 +12%
SAM
1856
Smithbridge Asset Management
Pennsylvania
$10.9M +$22.2K +82 +0.2%
SCA
1857
Sage Capital Advisors
South Dakota
$10.9M +$427K +1,519 +4%
LSPW
1858
Lake Street Private Wealth
Illinois
$10.9M -$226K -833 -2%
CCC
1859
Chelsea Counsel Company
California
$10.9M +$31.7K +117 +0.3%
AF
1860
Ally Financial
Michigan
$10.8M -$10.8M -40,000 -50%
CSS
1861
Cubist Systematic Strategies
Connecticut
$10.8M -$27.3M -100,888 -72%
KNW
1862
Kesler Norman & Wride
Utah
$10.8M -$47.9K -168 -0.4%
RFMS
1863
RWQ Financial Management Services
Florida
$10.8M +$1.64M +6,050 +18%
CCM
1864
Corsair Capital Management
New York
$10.8M -$50.1K -185 -0.5%
PP
1865
Pegasus Partners
Wisconsin
$10.8M -$1.35M -4,998 -11%
RIA
1866
Realta Investment Advisors
Delaware
$10.8M -$136K -503 -1%
SF
1867
Symphony Financial
Texas
$10.7M -$2.54M -9,398 -19%
JWM
1868
Jupiter Wealth Management
Colorado
$10.7M +$26.1K +90 +0.2%
MFA
1869
Mayflower Financial Advisors
Massachusetts
$10.7M -$69.9K -258 -0.6%
RWB
1870
RMR Wealth Builders
New Jersey
$10.7M -$1.58M -5,829 -13%
BFIC
1871
Bedell Frazier Investment Counselling
California
$10.7M -$170K -627 -2%
SWA
1872
Stratos Wealth Advisors
Ohio
$10.7M +$1.65M +6,106 +18%
PAM
1873
Pegasus Asset Management
New York
$10.7M +$237K +874 +2%
SWA
1874
SOA Wealth Advisors
New York
$10.6M +$231K +854 +2%
WPC
1875
White Pine Capital
Minnesota
$10.6M -$420K -1,475 -4%
73 74
75
76 77