MSFT icon

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 %
WA
2026
WealthTrust Axiom
Pennsylvania
$8.92M -$14.4K -53 -0.2%
SFP
2027
Shepherd Financial Partners
Massachusetts
$8.91M +$91.3K +337 +1%
LHC
2028
Little House Capital
Massachusetts
$8.91M -$1.18M -4,347 -12%
EM
2029
Excalibur Management
Massachusetts
$8.88M -$53.4K -197 -0.6%
HCM
2030
Hillman Capital Management
Maryland
$8.88M +$240K +885 +3%
DMC
2031
Drexel Morgan & Co
Pennsylvania
$8.87M -$855K -3,155 -9%
CCFM
2032
Clear Creek Financial Management
Washington
$8.86M +$7.43M +27,446 +523%
HDIM
2033
Hanson & Doremus Investment Management
Vermont
$8.83M -$983K -4,675 -10%
JFA
2034
JNBA Financial Advisors
Minnesota
$8.83M -$27.1K -100 -0.3%
PWSG
2035
Pacific Wealth Strategies Group
California
$8.83M +$365K +1,348 +4%
CSPIA
2036
Cary Street Partners Investment Advisory
Virginia
$8.81M +$3.31M +12,236 +60%
SC
2037
Sawyer & Company
Massachusetts
$8.81M -$478K -1,765 -5%
OPW
2038
Oxler Private Wealth
New York
$8.79M -$271 -1 -0%
BCCM
2039
Bridge Creek Capital Management
Massachusetts
$8.79M -$228K -840 -3%
TP
2040
Tranquility Partners
Tennessee
$8.78M -$362K -1,336 -4%
FCMT
2041
Founders Capital Management (Texas)
Texas
$8.74M -$186K -685 -2%
FP
2042
Financial Perspectives
Minnesota
$8.73M -$2.05B -7,577,903 -100%
RCM
2043
Radnor Capital Management
Pennsylvania
$8.73M -$103K -380 -1%
PL
2044
Plancorp LLC
Missouri
$8.73M -$423K -1,561 -5%
OIA
2045
Optimum Investment Advisors
Illinois
$8.71M -$1.9M -7,025 -18%
MFW
2046
Meristem Family Wealth
Minnesota
$8.71M +$1.89M +6,986 +28%
MMPW
2047
Mitchell McLeod Pugh & Williams
Alabama
$8.7M -$137K -505 -2%
GAM
2048
GVO Asset Management
Switzerland
$8.7M – – –
PKC
2049
Palmer Knight Company
Florida
$8.69M -$47.4K -175 -0.5%
CHA
2050
Carmichael Hill & Associates
Maryland
$8.69M +$37.4K +138 +0.4%
80 81
82
83 84