MSFT icon

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 %
NL
1851
NKCFO LLC
Illinois
$14.6M – – –
OSNBOA
1852
Old Second National Bank of Aurora
Illinois
$14.6M -$756K -2,221 -5%
PFS
1853
Physicians Financial Services
North Carolina
$14.6M +$1.7K +5 +0%
EIM
1854
Ervin Investment Management
Washington
$14.6M -$927K -2,723 -6%
AWP
1855
Ascent Wealth Partners
New York
$14.6M +$2.23M +6,667 +18%
QPW
1856
Quantum Private Wealth
Florida
$14.6M +$96.4K +283 +0.7%
QFA
1857
Quattro Financial Advisors
Texas
$14.6M +$3.32M +9,742 +30%
SWM
1858
Sendero Wealth Management
Texas
$14.5M +$1.28M +3,771 +10%
LA
1859
Legacy Advisors
Pennsylvania
$14.5M +$1.93M +5,681 +15%
LC
1860
Lincoln Capital
Nebraska
$14.5M -$29.3K -86 -0.2%
TIP
1861
Torray Investment Partners
Maryland
$14.5M -$220K -645 -1%
DCM
1862
Decatur Capital Management
Georgia
$14.5M -$235K -689 -2%
GFG
1863
Greystone Financial Group
Michigan
$14.5M -$4.5M -13,207 -24%
SWA
1864
SOA Wealth Advisors
New York
$14.5M -$109K -321 -0.8%
AIIMS
1865
Analyst IMS Investment Management Services
Israel
$14.4M -$425K -1,269 -3%
CC
1866
Codex Capital
New York
$14.4M -$1.36M -4,000 -9%
ST
1867
Somerset Trust
Pennsylvania
$14.4M -$744K -2,186 -5%
RWB
1868
RMR Wealth Builders
New Jersey
$14.4M +$415K +1,219 +3%
ECU
1869
Eisler Capital (UK)
United Kingdom
$14.4M -$28.7M -84,162 -67%
KP
1870
Keel Point
Alabama
$14.4M -$629K -1,846 -4%
KWM
1871
Keebeck Wealth Management
Illinois
$14.4M +$2.2M +6,473 +18%
NA
1872
Nordwand Advisors
Pennsylvania
$14.4M -$1.12M -3,285 -7%
TIM
1873
Tikehau Investment Management
France
$14.4M -$10.8M -31,619 -43%
TCBWMS
1874
Texas Capital Bank Wealth Management Services
Texas
$14.3M +$38.1K +112 +0.3%
SCA
1875
Sage Capital Advisors
South Dakota
$14.3M +$24.2K +71 +0.2%
73 74
75
76 77