MSFT icon

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 %
FCCM
2301
First City Capital Management
Georgia
$8.91M -$129K -379 -1%
PVH
2302
Psagot Value Holdings
Israel
$8.9M -$4.27M -12,730 -32%
PO
2303
Private Ocean
California
$8.9M +$619K +1,818 +7%
MCM
2304
Marathon Capital Management
Maryland
$8.89M +$76.6K +225 +0.9%
CCC
2305
Chelsea Counsel Company
California
$8.89M +$102K +300 +1%
LSC
2306
Lesa Sroufe & Co
Washington
$8.89M +$341 +1 +0%
PFGIA
2307
Patriot Financial Group Insurance Agency
Massachusetts
$8.88M +$270K +794 +3%
MCM
2308
Maytus Capital Management
New York
$8.85M +$2.04M +6,000 +30%
MCM
2309
MV Capital Management
Maryland
$8.84M +$921K +2,704 +12%
BCM
2310
Blume Capital Management
California
$8.8M -$382K -1,121 -4%
BHBT
2311
Burke & Herbert Bank & Trust
Virginia
$8.79M -$654K -1,920 -7%
OL
2312
Optas LLC
Texas
$8.78M +$204K +599 +2%
GCM
2313
Gunderson Capital Management
South Carolina
$8.76M +$243K +713 +3%
WIM
2314
Westside Investment Management
California
$8.75M -$397K -1,168 -4%
BFO
2315
Biltmore Family Office
North Carolina
$8.74M -$2.19M -6,422 -20%
Members Trust
2316
Members Trust
Florida
$8.72M -$503K -1,477 -5%
SFI
2317
SPC Financial Inc
Maryland
$8.72M -$179K -526 -2%
OHWA
2318
Oak Hill Wealth Advisors
Virginia
$8.7M -$157K -462 -2%
HA
2319
Harbor Advisors
Florida
$8.68M +$170K +500 +2%
BBNB
2320
Baker Boyer National Bank
Washington
$8.68M -$728K -2,137 -8%
WWM
2321
Westwood Wealth Management
California
$8.68M +$34.1K +100 +0.4%
HIM
2322
Herald Investment Management
United Kingdom
$8.66M -$749K -2,200 -8%
AIM
2323
AMI Investment Management
Indiana
$8.66M -$172K -505 -2%
SC
2324
Settian Capital
New York
$8.63M +$1.36M +4,000 +19%
WW
2325
Windle Wealth
Oklahoma
$8.63M -$184K -540 -2%
91 92
93
94 95