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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 %
BHA
2226
Beech Hill Advisors
New York
$7.08M -$283K -1,046 -4%
IP
2227
Investment Partners
Ohio
$7.07M -$96.4K -356 -1%
IRAG
2228
Investment Research & Advisory Group
Georgia
$7.07M +$8.94K +33 +0.1%
NC
2229
NovaPoint Capital
Georgia
$7.06M +$113K +417 +2%
MCA
2230
Morris Capital Advisors
Pennsylvania
$7.06M -$130K -481 -2%
GAM
2231
Geier Asset Management
Maryland
$7.06M +$60.4K +223 +0.9%
BWG
2232
Beta Wealth Group
California
$7.05M +$188K +693 +3%
AIM
2233
Aspen Investment Management
Michigan
$7.04M -$352K -1,301 -5%
HCM
2234
Hollencrest Capital Management
California
$7.04M -$1.18M -4,363 -14%
MFS
2235
Madrona Financial Services
Washington
$7.03M +$273K +1,006 +4%
AMC
2236
Asset Management Corp
Illinois
$7.03M +$936K +3,456 +15%
BMA
2237
Brooks Moore & Associates
Tennessee
$7.03M -$129K -475 -2%
FPA
2238
First Pacific Advisors
California
$7.03M -$196K -723 -3%
TWM
2239
Tradition Wealth Management
Minnesota
$7.02M +$1.36M +5,019 +24%
SWP
2240
Strategic Wealth Partners
Ohio
$7.02M +$2.88M +10,613 +69%
JHCP
2241
Jackson Hole Capital Partners
Oklahoma
$7.01M -$242K -894 -3%
CPA
2242
Clear Perspective Advisors
Illinois
$7M +$785K +2,899 +13%
Barrow, Hanley, Mewhinney & Strauss
2243
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.98M -$370K -1,365 -5%
HHGA
2244
Halbert Hargrove Global Advisors
California
$6.98M +$125K +461 +2%
MCP
2245
Mirador Capital Partners
California
$6.98M +$372K +1,375 +6%
OAM
2246
Occidental Asset Management
California
$6.95M +$41.7K +154 +0.6%
TIM
2247
Thornburg Investment Management
New Mexico
$6.92M -$833K -3,076 -11%
PO
2248
Private Ocean
California
$6.9M -$218K -806 -3%
MSU
2249
Mizuho Securities USA
New York
$6.89M +$292K +1,077 +4%
CPC
2250
Congress Park Capital
New York
$6.89M -$78K -288 -1%
88 89
90
91 92