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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 %
CHA
2101
Carmichael Hill & Associates
Maryland
$10.9M -$183K -537 -2%
IAM
2102
Ion Asset Management
Israel
$10.9M +$6.81M +20,000 +167%
CT
2103
Columbia Trust
Oregon
$10.9M +$110K +322 +1%
FRA
2104
Front Row Advisors
California
$10.8M +$15K +44 +0.1%
TA
2105
TFG Advisers
Michigan
$10.8M +$39.8K +117 +0.4%
FPTW
2106
Franklin, Parlapiano, Turner & Welch
Texas
$10.8M -$42.2K -124 -0.4%
EAM
2107
Evanson Asset Management
California
$10.8M +$68.4K +201 +0.6%
WA
2108
WealthTrust Axiom
Pennsylvania
$10.8M -$146K -430 -1%
BFIC
2109
Bedell Frazier Investment Counselling
California
$10.8M -$4.11M -12,073 -28%
TWM
2110
Tradition Wealth Management
Minnesota
$10.8M +$262K +769 +2%
DFA
2111
Delta Financial Advisors
Louisiana
$10.8M +$453K +1,331 +4%
BCA
2112
Bray Capital Advisors
Florida
$10.7M -$548K -1,610 -5%
CA
2113
Cornerstone Advisory
Maryland
$10.7M -$1.11M -3,266 -9%
OPW
2114
Oxler Private Wealth
New York
$10.7M -$265K -779 -2%
OC
2115
Oarsman Capital
Wisconsin
$10.7M -$129K -378 -1%
NME
2116
Notis-McConarty Edward
$10.7M -$349K -1,025 -3%
CWM
2117
C2C Wealth Management
Arizona
$10.7M +$130K +377 +1%
CIM
2118
Chapman Investment Management
California
$10.6M +$27.6K +81 +0.3%
LWM
2119
Long Walk Management
Connecticut
$10.6M +$511K +1,500 +5%
GLAM
2120
Gardner Lewis Asset Management
Pennsylvania
$10.6M -$473K -1,388 -4%
BCFD
2121
Boit C.F. David
$10.6M – – –
MCCA
2122
Mill Creek Capital Advisors
Pennsylvania
$10.6M -$5.45K -16 -0.1%
PP
2123
Pegasus Partners
Wisconsin
$10.6M -$808K -2,374 -7%
MRCM
2124
M&R Capital Management
New Jersey
$10.6M +$32.4K +95 +0.3%
NFG
2125
Nadler Financial Group
Illinois
$10.6M -$120K -352 -1%
83 84
85
86 87