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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 %
HI
2151
Harrington Investments
California
$10.4M +$88.2K +259 +0.9%
SCM
2152
Spreng Capital Management
Ohio
$10.4M -$32.4K -95 -0.3%
SSWM
2153
Strait & Sound Wealth Management
California
$10.4M -$610K -1,790 -6%
PHIC
2154
Pine Haven Investment Counsel
Massachusetts
$10.4M -$206K -604 -2%
EWM
2155
Endurance Wealth Management
Rhode Island
$10.4M -$11.9K -35 -0.1%
CFFP
2156
Center for Financial Planning
Michigan
$10.4M -$186K -547 -2%
LB
2157
Leo Brokerage
Texas
$10.4M -$84.1K -247 -0.8%
HBWM
2158
Hollow Brook Wealth Management
New York
$10.4M -$684K -2,009 -6%
SL
2159
Sentry LLC
Tennessee
$10.3M +$61K +179 +0.6%
JSW
2160
Journey Strategic Wealth
New Jersey
$10.3M +$352K +1,035 +4%
MLIC
2161
Mandatum Life Insurance Company
Finland
$10.3M +$162K +476 +2%
WCM
2162
Windward Capital Management
California
$10.3M -$7.15K -21 -0.1%
EIA
2163
Eastover Investment Advisors
North Carolina
$10.3M -$200K -587 -2%
JSL
2164
JT Stratford LLC
Georgia
$10.3M -$794K -2,331 -7%
AO
2165
Advisor OS
Illinois
$10.3M +$2.61M +7,677 +34%
VCM
2166
Versant Capital Management
Arizona
$10.3M -$233K -684 -2%
SFA
2167
Souders Financial Advisors
Ohio
$10.3M -$547K -1,606 -5%
MCM
2168
Monument Capital Management
Virginia
$10.3M +$292K +858 +3%
LAIC
2169
Lederer & Associates Investment Counsel
California
$10.2M -$275K -808 -3%
NDSI
2170
Newman Dignan & Sheerar Inc
Rhode Island
$10.2M -$320K -940 -3%
PFMOSF
2171
Philadelphia Financial Management of San Francisco
California
$10.2M +$10.2M +30,089 New
DMC
2172
Drexel Morgan & Co
Pennsylvania
$10.2M – – –
IDP
2173
In-Depth Partners
Florida
$10.2M +$945K +2,775 +10%
BCCM
2174
Bridge Creek Capital Management
Massachusetts
$10.2M -$224K -658 -2%
MPCL
2175
My Personal CFO LLC
Washington
$10.2M -$1.81M -5,319 -15%
85 86
87
88 89