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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 %
NPT
2226
Nixon Peabody Trust
Massachusetts
$9.67M -$2.2M -6,457 -19%
RCA
2227
Resonant Capital Advisors
Wisconsin
$9.67M +$504K +1,479 +5%
RBFC
2228
Roman Butler Fullerton & Co
Missouri
$9.65M -$2.22M -6,242 -19%
SC
2229
Sawyer & Company
Massachusetts
$9.64M +$9.64M +28,296 New
BOPW
2230
Brandywine Oak Private Wealth
Pennsylvania
$9.63M -$83.4K -245 -0.9%
V
2231
VeraBank
Texas
$9.63M +$6.13K +18 +0.1%
AI
2232
Aperture Investors
New York
$9.62M +$2M +5,867 +26%
FBT
2233
First Bankers Trust
Kentucky
$9.61M -$356K -1,044 -4%
PAWA
2234
Palo Alto Wealth Advisors
California
$9.59M -$108K -317 -1%
LF
2235
Lantz Financial
Illinois
$9.57M +$337K +989 +4%
TL
2236
Tradewinds LLC
North Carolina
$9.57M +$35.4K +104 +0.4%
LSWM
2237
Lorne Steinberg Wealth Management
Canada
$9.56M -$110K -324 -1%
GSB
2238
Greenfield Savings Bank
Massachusetts
$9.54M +$513K +1,505 +6%
MA
2239
MYDA Advisors
New York
$9.54M +$9.54M +28,000 New
GWM
2240
GDS Wealth Management
Texas
$9.53M +$185K +543 +2%
MPA
2241
Marvin & Palmer Associates
Delaware
$9.51M +$9.51M +27,930 New
FIM
2242
FWL Investment Management
Texas
$9.49M +$21.1K +62 +0.2%
LC
2243
LCNB Corp
Ohio
$9.49M -$242K -711 -2%
PIA
2244
Perennial Investment Advisors
California
$9.48M -$5.45K -16 -0.1%
LFA
2245
Legacy Financial Advisors
Kentucky
$9.47M +$677K +1,987 +8%
TCM
2246
Teza Capital Management
Illinois
$9.46M +$6.52M +19,158 +222%
PSB
2247
Piscataqua Savings Bank
New Hampshire
$9.46M -$154K -451 -2%
DWP
2248
Destiny Wealth Partners
Florida
$9.45M -$526K -1,529 -5%
RFMS
2249
RWQ Financial Management Services
Florida
$9.42M +$524K +1,539 +6%
LA
2250
LVW Advisors
New York
$9.4M -$1.43M -4,210 -13%
88 89
90
91 92