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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 %
FFG
2201
Frisch Financial Group
New York
$9.86M -$617K -1,813 -6%
TSWM
2202
Triangle Securities Wealth Management
North Carolina
$9.86M -$387K -1,135 -4%
SFM
2203
Signet Financial Management
New Jersey
$9.85M -$12.9K -38 -0.1%
KFI
2204
Key Financial Inc
Pennsylvania
$9.85M +$225K +661 +2%
SCM
2205
SOL Capital Management
Maryland
$9.84M +$264K +776 +3%
AAF
2206
Andra AP-fonden
Sweden
$9.81M +$1.06M +3,100 +12%
OAM
2207
Occidental Asset Management
California
$9.8M +$288K +846 +3%
RZH
2208
Relyea Zuckerberg Hanson
Connecticut
$9.8M +$1.05M +3,080 +12%
LFP
2209
Leeward Financial Partners
Washington
$9.8M +$602K +1,767 +7%
BCM
2210
Beck Capital Management
Texas
$9.8M +$1.22M +3,580 +14%
STB
2211
S&T Bank
Pennsylvania
$9.77M -$952K -2,795 -9%
HA
2212
Hamel Associates
New Jersey
$9.76M -$656K -1,925 -6%
BWA
2213
Blodgett Wealth Advisors
California
$9.76M +$174K +511 +2%
WAM
2214
Wilson Asset Management
Australia
$9.76M – – –
MGWM
2215
Marks Group Wealth Management
Minnesota
$9.75M -$15.3K -45 -0.2%
MA
2216
Menlo Advisors
California
$9.74M -$342K -1,005 -3%
CCA
2217
Catalyst Capital Advisors
New York
$9.74M +$5.09M +14,959 +110%
BA
2218
Ballast Advisors
Minnesota
$9.73M -$316K -927 -3%
PFSC
2219
Peoples Financial Services Corp
Pennsylvania
$9.72M -$139K -408 -1%
LTI
2220
Laffer Tengler Investments
Tennessee
$9.72M -$813K -2,388 -8%
KA
2221
Klingman & Associates
New York
$9.71M +$624K +1,831 +7%
SCP
2222
Sandhill Capital Partners
New York
$9.69M -$1.37M -4,021 -12%
TC
2223
Tenere Capital
New York
$9.69M – – –
ST
2224
Sentinel Trust
Texas
$9.69M – – –
LC
2225
Lakehouse Capital
Australia
$9.69M -$1.02M -3,002 -10%
87 88
89
90 91