MSFT icon

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 %
BCA
2126
Bay Colony Advisors
Massachusetts
$10.6M -$1.4M -4,107 -12%
WA
2127
Wealth Advisors
California
$10.6M +$74.5K +221 +0.7%
FPGT
2128
Financial Partners Group (Tennessee)
Tennessee
$10.6M -$112K -328 -1%
MA
2129
MCF Advisors
Kentucky
$10.5M -$206K -606 -2%
MC
2130
Muhlenkamp & Co
Pennsylvania
$10.5M +$10.5M +30,892 New
BIMC
2131
Benson Investment Management Company
Virginia
$10.5M -$998K -2,931 -9%
DIM
2132
Delta Investment Management
California
$10.5M -$1.14M -3,337 -10%
AW
2133
Atlas Wealth
Ohio
$10.5M -$22.3K -62 -0.2%
PL
2134
Plancorp LLC
Missouri
$10.5M +$227K +666 +2%
CCIA
2135
Cherry Creek Investment Advisors
Colorado
$10.5M +$411K +1,206 +4%
SXL
2136
Summit X LLC
Missouri
$10.5M -$283K -830 -3%
SFG
2137
Summit Financial Group
West Virginia
$10.5M -$499K -1,465 -5%
NAMP
2138
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.5M -$34.1K -100 -0.3%
CCG
2139
Chatham Capital Group
Georgia
$10.5M -$83.4K -245 -0.8%
FFA
2140
Founders Financial Alliance
North Carolina
$10.4M +$2.18M +6,387 +26%
RPWA
2141
Regent Peak Wealth Advisors
Georgia
$10.4M +$18.7K +55 +0.2%
BCM
2142
Birch Capital Management
Texas
$10.4M -$172K -504 -2%
UL
2143
Unionview LLC
Washington
$10.4M -$293K -860 -3%
PWMG
2144
Prestige Wealth Management Group
New Jersey
$10.4M +$94.3K +277 +0.9%
CA
2145
Cambridge Advisors
Nebraska
$10.4M -$395K -1,160 -4%
BS
2146
Bessemer Securities
New York
$10.4M -$6.01M -17,639 -37%
GCS
2147
Gordian Capital (Singapore)
Singapore
$10.4M -$17K -50 -0.2%
GCM
2148
Gibraltar Capital Management
Oklahoma
$10.4M -$114K -334 -1%
TPW
2149
Transatlantique Private Wealth
New York
$10.4M -$169K -495 -2%
EFMC
2150
Empire Financial Management Company
New York
$10.4M -$346K -1,015 -3%
84 85
86
87 88