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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 %
KA
2201
Kercheville Advisors
Texas
$7.29M +$118K +436 +2%
SC
2202
Slow Capital
California
$7.28M +$728K +2,686 +11%
PWMG
2203
Prestige Wealth Management Group
New Jersey
$7.28M -$390K -1,439 -5%
GCM
2204
Gibraltar Capital Management
Oklahoma
$7.28M +$333K +1,201 +5%
GA
2205
GFS Advisors
Texas
$7.27M -$1.34M -4,932 -16%
UTC
2206
Unified Trust Company
Kentucky
$7.27M +$461K +1,703 +7%
PA
2207
Probity Advisors
Texas
$7.27M -$82.1K -303 -1%
VAG
2208
VisionPoint Advisory Group
Texas
$7.26M +$1.34M +4,941 +23%
S
2209
SimplyRich
California
$7.26M -$10K -37 -0.1%
HWMG
2210
Hurlow Wealth Management Group
Indiana
$7.25M -$25.7K -95 -0.4%
AIA
2211
Affinity Investment Advisors
California
$7.25M -$2.26M -8,330 -24%
CCWA
2212
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.24M -$26.5K -98 -0.4%
PRWA
2213
Platte River Wealth Advisors
Colorado
$7.24M -$15.2K -56 -0.2%
BIM
2214
Barton Investment Management
Pennsylvania
$7.23M – – –
CA
2215
Crewe Advisors
Utah
$7.2M +$14.6K +54 +0.2%
ACM
2216
Ayrshire Capital Management
Connecticut
$7.2M +$112K +415 +2%
CPO
2217
Cerity Partners OCIO
New York
$7.2M +$240K +886 +3%
ODCM
2218
Old Dominion Capital Management
Virginia
$7.19M +$103K +382 +1%
TLP
2219
Trinity Legacy Partners
Texas
$7.17M +$43.3K +154 +0.6%
MCCP
2220
Mission Creek Capital Partners
California
$7.15M +$125K +461 +2%
FIM
2221
Freedom Investment Management
Connecticut
$7.13M +$333K +1,229 +5%
OCM
2222
Orleans Capital Management
Louisiana
$7.13M -$160K -590 -2%
SA
2223
SRN Advisors
Pennsylvania
$7.1M -$219K -808 -3%
EAM
2224
Eukles Asset Management
Ohio
$7.09M +$654K +2,415 +10%
APA
2225
Allegiant Private Advisors
Florida
$7.09M +$392K +1,447 +6%
87 88
89
90 91