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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 %
NME
1951
Notis-McConarty Edward
$9.76M -$519K -1,915 -5%
FVWA
1952
Foster Victor Wealth Advisors
South Carolina
$9.74M +$597K +2,204 +7%
4WM
1953
44 Wealth Management
Oregon
$9.74M +$50.7K +187 +0.5%
CAC
1954
Core Alternative Capital
Georgia
$9.74M +$1.49M +5,508 +18%
PHS
1955
Pekin Hardy Strauss
Illinois
$9.74M -$396K -1,460 -4%
LCP
1956
Legacy Capital Partners
Wisconsin
$9.73M +$20.3K +75 +0.2%
HW
1957
Hamilton Wealth
California
$9.73M +$455K +1,681 +5%
MC
1958
Martin & Co
Tennessee
$9.72M -$382K -1,411 -4%
GWCM
1959
Godshalk Welsh Capital Management
Pennsylvania
$9.7M -$150K -525 -2%
AAMA
1960
Advanced Asset Management Advisors
Ohio
$9.69M -$169K -625 -2%
FBT
1961
First Bankers Trust
Kentucky
$9.67M -$2.37M -8,731 -20%
STB
1962
S&T Bank
Pennsylvania
$9.65M +$8.94K +33 +0.1%
MC
1963
MRJ Capital
New York
$9.64M +$50.1K +185 +0.5%
CA
1964
Cambridge Advisors
Nebraska
$9.62M -$196K -723 -2%
CIM
1965
CIM Investment Management
Pennsylvania
$9.62M -$362K -1,338 -4%
BB
1966
Bell Bank
North Dakota
$9.6M +$4.15M +15,317 +76%
VSWA
1967
Vontobel Swiss Wealth Advisors
Switzerland
$9.59M -$124K -465 -1%
Temasek Holdings
1968
Temasek Holdings
Singapore
$9.56M -$74.3M -274,107 -89%
LA
1969
LVW Advisors
New York
$9.56M +$74.5K +275 +0.8%
PAM
1970
Premier Asset Management
Illinois
$9.56M +$7.25M +26,758 +314%
PWPS
1971
Pinnacle Wealth Planning Services
Ohio
$9.54M – – –
ARC
1972
Advisor Resource Council
Texas
$9.52M +$9.52M +35,150 New
LAIC
1973
Lederer & Associates Investment Counsel
California
$9.5M +$128K +472 +1%
MCM
1974
Maytus Capital Management
New York
$9.48M -$10.8M -40,000 -53%
BMWM
1975
Brown Miller Wealth Management
Virginia
$9.47M +$66.4K +245 +0.7%
77 78
79
80 81