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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 %
BDWCC
1901
B&D White Capital Company
Texas
$10.3M +$8.08M +29,825 +362%
NP
1902
NorthRock Partners
Minnesota
$10.3M +$1.38M +5,105 +16%
NGM
1903
North Growth Management
British Columbia, Canada
$10.3M – – –
EWM
1904
Endurance Wealth Management
Rhode Island
$10.3M -$191K -706 -2%
WA
1905
Wealth Advisors
California
$10.3M -$143K -499 -1%
PM
1906
Penbrook Management
New York
$10.2M -$1.27M -4,700 -11%
CG
1907
CFO4Life Group
Texas
$10.2M -$2.98K -11 -0%
JAG
1908
Journey Advisory Group
Kentucky
$10.2M +$543K +2,006 +6%
AC
1909
Avestar Capital
New York
$10.2M +$988K +3,647 +11%
KP
1910
Keel Point
Alabama
$10.2M +$50.4K +186 +0.5%
AWS
1911
AJ Wealth Strategies
New York
$10.2M -$8.94K -33 -0.1%
EBT
1912
Enterprise Bank & Trust
Massachusetts
$10.2M -$103K -380 -1%
Fuller & Thaler Asset Management
1913
Fuller & Thaler Asset Management
California
$10.2M -$1.14M -4,196 -10%
GAG
1914
GM Advisory Group
New York
$10.1M +$618K +2,283 +6%
LOPW
1915
Live Oak Private Wealth
North Carolina
$10.1M +$122K +452 +1%
AWM
1916
Aevitas Wealth Management
Massachusetts
$10.1M +$585K +2,159 +6%
TCM
1917
Traynor Capital Management
Pennsylvania
$10.1M +$304K +1,094 +3%
CFG
1918
Cooper Financial Group
California
$10.1M +$870K +3,213 +9%
WPIC
1919
White Pine Investment Company
Michigan
$10.1M -$161K -595 -2%
JWCA
1920
J.W. Coons Advisors
Ohio
$10.1M -$432K -1,596 -4%
BWA
1921
BDO Wealth Advisors
Florida
$10.1M -$524K -1,936 -5%
RBFC
1922
Roman Butler Fullerton & Co
Missouri
$10.1M +$1.2M +4,414 +13%
CWM
1923
Chronos Wealth Management
Florida
$10M +$10K +37 +0.1%
OC
1924
Oarsman Capital
Wisconsin
$10M -$55.5K -205 -0.6%
CIM
1925
Contravisory Investment Management
Massachusetts
$10M -$257K -950 -3%
75 76
77
78 79