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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 %
TWP
2376
Tempus Wealth Planning
California
$8.28M -$353K -1,038 -4%
OHIS
2377
Oak Harvest Investment Services
Texas
$8.28M -$2.44M -7,177 -23%
TCOK
2378
Trust Company of Kansas
Kansas
$8.28M -$502K -1,475 -6%
MCM
2379
McDonough Capital Management
Florida
$8.27M +$111K +325 +1%
AAM
2380
AR Asset Management
California
$8.27M – – –
PB
2381
Pinnacle Bancorp
Nebraska
$8.26M -$27.9K -82 -0.3%
PWAM
2382
Pinnacle West Asset Management
Wyoming
$8.25M -$44.3K -130 -0.5%
VBCG
2383
Valley Brook Capital Group
Pennsylvania
$8.24M -$294K -864 -3%
SFS
2384
Summit Financial Strategies
Ohio
$8.24M +$230K +675 +3%
GCGDR
2385
Genoa Capital Gestora de Recursos
$8.23M -$3.7M -10,879 -31%
DWM
2386
Dorchester Wealth Management
Quebec, Canada
$8.23M -$218K -640 -3%
HAS
2387
HBW Advisory Services
California
$8.19M -$27.2K -80 -0.3%
PKC
2388
Palmer Knight Company
Florida
$8.18M +$206K +605 +3%
TAM
2389
Townsend Asset Management
North Carolina
$8.17M +$16.7K +49 +0.2%
KCFA
2390
Key Client Fiduciary Advisors
New Jersey
$8.16M -$681 -2 -0%
CCG
2391
Ceeto Capital Group
Florida
$8.16M +$681K +2,000 +9%
BA
2392
Bridgewater Advisors
New York
$8.12M +$18K +53 +0.2%
TRIA
2393
Trail Ridge Investment Advisors
Colorado
$8.11M -$125K -366 -2%
COLIM
2394
City of London Investment Management
United Kingdom
$8.11M -$4.47M -13,120 -36%
STAS
2395
Strong Tower Advisory Services
Minnesota
$8.1M +$267K +784 +3%
ECM
2396
Elgethun Capital Management
South Dakota
$8.1M -$43.2K -127 -0.5%
PCM
2397
Poehling Capital Management
Wisconsin
$8.09M -$142K -417 -2%
BIP
2398
Blueprint Investment Partners
North Carolina
$8.07M -$1.66M -4,872 -17%
SFG
2399
SNS Financial Group
Minnesota
$8.07M -$557K -1,637 -6%
PA
2400
Probity Advisors
Texas
$8.06M +$8.06M +23,654 New
94 95
96
97 98