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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 %
NL
1951
NVWM LLC
Pennsylvania
$12.9M -$682K -2,004 -5%
KNW
1952
Kesler Norman & Wride
Utah
$12.9M -$4.77K -14 -0%
CRM
1953
Cramer Rosenthal McGlynn
Connecticut
$12.8M +$324K +952 +3%
SLG
1954
Stanley-Laman Group
Pennsylvania
$12.8M +$360K +1,058 +3%
RWA
1955
Roberts Wealth Advisors
California
$12.8M -$767K -2,251 -6%
NIP
1956
Nicholas Investment Partners
California
$12.8M +$2.93M +8,594 +30%
SC
1957
Searle & Co
Connecticut
$12.8M +$48.4K +144 +0.4%
RIA
1958
Realta Investment Advisors
Delaware
$12.8M -$1.18M -3,479 -8%
BIC
1959
Beach Investment Counsel
Pennsylvania
$12.8M +$10.8M +31,815 +556%
MKA
1960
M. Kulyk & Associates
Georgia
$12.8M -$983K -2,886 -7%
PCA
1961
Providence Capital Advisors
North Carolina
$12.8M -$6.8M -19,977 -35%
TPA
1962
Trivium Point Advisory
Connecticut
$12.8M -$182K -534 -1%
PP
1963
PDS Planning
Ohio
$12.8M +$1.12M +3,283 +10%
FI
1964
Fosun International
China
$12.7M -$824K -2,420 -6%
UF
1965
Univest Financial
Pennsylvania
$12.7M -$1.85M -5,444 -13%
ERIC
1966
Eagle Rock Investment Company
Georgia
$12.7M +$42.2K +122 +0.3%
LIP
1967
Lighthouse Investment Partners
Florida
$12.7M +$7.33M +21,515 +136%
GA
1968
Geller Advisors
New York
$12.7M +$5.19M +15,237 +69%
UCMOK
1969
United Capital Management of KS
Kansas
$12.7M -$7.49K -22 -0.1%
BWA
1970
BDO Wealth Advisors
Florida
$12.7M +$323K +948 +3%
PAM
1971
Pegasus Asset Management
New York
$12.6M +$2.72K +8 +0%
NAS
1972
Nicolet Advisory Services
Wisconsin
$12.6M +$853K +2,499 +7%
ASA
1973
Armstrong Shaw Associates
Connecticut
$12.6M -$1.49M -4,380 -11%
GWANC
1974
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.6M +$826K +2,426 +7%
SIG
1975
Sargent Investment Group
Maryland
$12.6M -$310K -911 -2%
77 78
79
80 81