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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 %
WA
1926
WBH Advisory
Maryland
$13.2M -$320K -939 -2%
LJAC
1927
L.J. Altfest & Co
New York
$13.2M +$16.7K +49 +0.1%
MJP
1928
Michael J. Puzo
$13.2M -$494K -1,451 -4%
TP
1929
Tranquility Partners
Tennessee
$13.2M -$38.5K -113 -0.3%
CAIMH
1930
Central Asset Investments & Management Holdings
Hong Kong
$13.2M +$8.72M +25,615 +195%
SAM
1931
Selway Asset Management
$13.2M +$47.7K +140 +0.4%
PCR
1932
Potrero Capital Research
California
$13.2M – – –
LFM
1933
LGT Fund Management
Liechtenstein
$13.2M -$3.97M -11,650 -23%
HGCK
1934
HPC Germany & Co KG
Germany
$13.2M – – –
EIM
1935
Essex Investment Management
Massachusetts
$13.1M -$3.82M -11,204 -23%
AC
1936
Avestar Capital
New York
$13.1M +$597K +1,754 +5%
PS
1937
Pensionfund Sabic
Netherlands
$13.1M – – –
MW
1938
Marcum Wealth
Ohio
$13.1M -$715K -2,099 -5%
SAM
1939
Stansberry Asset Management
Texas
$13M -$2.88M -8,461 -18%
UWM
1940
Udine Wealth Management
Florida
$13M -$65.4K -192 -0.5%
BA
1941
Birinyi Associates
Connecticut
$13M -$102K -299 -0.8%
BFA
1942
Bill Few Associates
Pennsylvania
$13M -$162K -477 -1%
MMPW
1943
Mitchell McLeod Pugh & Williams
Alabama
$13M -$142K -417 -1%
BFG
1944
Berger Financial Group
Minnesota
$13M +$75.6K +222 +0.6%
BWM
1945
Bulltick Wealth Management
Florida
$12.9M -$3M -8,799 -19%
BIM
1946
Baldwin Investment Management
Pennsylvania
$12.9M -$135K -395 -1%
KCPG
1947
Kavar Capital Partners Group
Kansas
$12.9M -$510K -1,499 -4%
JSC
1948
Jackson Square Capital
California
$12.9M +$1.61M +4,727 +14%
VBFG
1949
Vishria Bird Financial Group
Tennessee
$12.9M -$12.6K -37 -0.1%
MWA
1950
Moser Wealth Advisors
Washington
$12.9M +$12.9M +37,753 New
76 77
78
79 80