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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 %
BCP
1901
Bluegrass Capital Partners
Florida
$13.6M -$1.36M -4,000 -9%
FSCM
1902
First Sabrepoint Capital Management
Texas
$13.6M – – –
UC
1903
Unio Capital
New Jersey
$13.6M -$1.21M -3,539 -8%
NCGI
1904
Next Century Growth Investors
Minnesota
$13.6M +$1.12M +3,303 +9%
BAM
1905
Brave Asset Management
New Jersey
$13.6M +$9.54K +28 +0.1%
SS
1906
Sunbelt Securities
Texas
$13.6M -$660K -1,937 -5%
MCM
1907
Mattern Capital Management
Colorado
$13.6M +$189K +555 +1%
WCM
1908
Whitener Capital Management
North Carolina
$13.5M -$60.6K -178 -0.4%
AWS
1909
AJ Wealth Strategies
New York
$13.5M +$459K +1,348 +4%
PWG
1910
Portside Wealth Group
Utah
$13.5M +$13.5M +39,653 New
TIMH
1911
Tilt Investment Management Holdings
New York
$13.5M – – –
MS
1912
Marshall & Sullivan
Washington
$13.5M -$265K -778 -2%
COI
1913
Connable Office Inc
Michigan
$13.5M +$464K +1,363 +4%
SW
1914
Solidarity Wealth
Utah
$13.5M +$691K +2,028 +5%
WA
1915
Waverly Advisors
Alabama
$13.5M +$1.2M +3,524 +10%
TSAM
1916
Trinity Street Asset Management
United Kingdom
$13.5M +$2.72K +8 +0%
CD
1917
Chapin Davis
Maryland
$13.4M +$621K +1,824 +5%
BEI
1918
Benjamin Edwards Inc
Missouri
$13.4M +$145K +426 +1%
TCM
1919
Traynor Capital Management
Pennsylvania
$13.4M +$250K +733 +2%
JC
1920
JB Capital
Connecticut
$13.4M -$174K -510 -1%
MPIM
1921
McGinn Penninger Investment Management
Virginia
$13.3M +$333K +977 +3%
PI
1922
PFG Investments
New York
$13.3M +$871K +2,558 +7%
WKWM
1923
Walter & Keenan Wealth Management
Indiana
$13.3M -$419K -1,231 -3%
NAMA
1924
Nikko Asset Management Americas
New York
$13.3M -$342K -1,004 -3%
SWK
1925
Stephen W. Kidder
$13.3M -$260K -763 -2%
75 76
77
78 79