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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 %
PFBT
2001
Parkside Financial Bank & Trust
Missouri
$12.2M +$1.51M +4,433 +14%
NP
2002
Nilsine Partners
Colorado
$12.2M +$56.9K +167 +0.5%
SDJVC
2003
St. Denis J. Villere & Co
Louisiana
$12.2M +$233K +685 +2%
SQA
2004
Simon Quick Advisors
New Jersey
$12.1M +$198K +581 +2%
AP
2005
Arlington Partners
Alabama
$12.1M +$722K +2,121 +6%
HWAM
2006
Hennion & Walsh Asset Management
New Jersey
$12.1M -$1.79M -5,262 -13%
IA
2007
IFG Advisory
Georgia
$12.1M +$991K +2,909 +9%
EBT
2008
Enterprise Bank & Trust
Massachusetts
$12.1M +$1.37M +4,021 +13%
PCIG
2009
Partners Capital Investment Group
Massachusetts
$12M +$3.49M +10,252 +41%
JGUA
2010
John G. Ullman & Associates
New York
$12M -$216K -633 -2%
WPW
2011
Warther Private Wealth
Ohio
$12M -$38.5K -113 -0.3%
MCM
2012
Manchester Capital Management
Vermont
$12M +$1.1M +3,223 +10%
SWM
2013
Soundmark Wealth Management
Washington
$12M +$222K +653 +2%
BFC
2014
Bedel Financial Consulting
Indiana
$11.9M -$28.3K -83 -0.2%
CNBTD
2015
Citizens National Bank Trust Department
Mississippi
$11.9M +$17.4K +51 +0.1%
UHC
2016
Union Heritage Capital
Michigan
$11.9M +$409K +1,200 +4%
HCM
2017
Hillman Capital Management
Maryland
$11.9M -$136K -400 -1%
RMAM
2018
Raab & Moskowitz Asset Management
New Jersey
$11.9M +$89.6K +263 +0.8%
WG
2019
Winton Group
United Kingdom
$11.9M +$4.8M +14,082 +68%
CCM
2020
Carlson Capital Management
Minnesota
$11.9M +$603K +1,772 +5%
SEEDPG
2021
S.E.E.D. Planning Group
New York
$11.9M +$540K +1,587 +5%
CPH
2022
C Partners Holding
Switzerland
$11.9M -$31.5M -92,629 -73%
AWM
2023
Aries Wealth Management
Maine
$11.9M -$128K -377 -1%
CF
2024
Centaurus Financial
California
$11.9M -$5.88M -17,272 -33%
FBT
2025
First Bank & Trust
South Dakota
$11.8M +$537K +1,578 +5%
79 80
81
82 83