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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 %
FMTCOCP
2401
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.86M +$118K +434 +2%
EML
2402
Eos Management LP
New York
$5.86M – – –
SFS
2403
Summit Financial Strategies
Ohio
$5.86M +$3.55M +13,117 +154%
PWA
2404
Phoenix Wealth Advisors
North Carolina
$5.83M +$64.7K +233 +1%
APTFM
2405
AGUR Provident & Training Funds Management
Israel
$5.82M – – –
PWMG
2406
Pinnacle Wealth Management Group
Michigan
$5.82M +$5.82M +21,488 New
HPWM
2407
High Pines Wealth Management
Massachusetts
$5.82M -$294K -1,086 -5%
PP
2408
Prospector Partners
Connecticut
$5.82M +$67.7K +250 +1%
WFI
2409
West Family Investments
California
$5.81M +$5.81M +21,456 New
PCM
2410
Palouse Capital Management
Washington
$5.81M -$35.8K -132 -0.6%
BDS
2411
Banco de Sabadell
Florida
$5.81M -$57.5M -212,146 -91%
DIM
2412
Delta Investment Management
California
$5.8M +$8.4K +31 +0.1%
BEC
2413
Blue Edge Capital
Virginia
$5.78M -$12.7K -47 -0.2%
SIM
2414
Seaview Investment Managers
Florida
$5.78M +$1.45M +5,338 +33%
PMAS
2415
PNC Managed Account Solutions
Texas
$5.78M +$5.78M +21,319 New
CST
2416
Charles Schwab Trust
Nevada
$5.76M +$96.7K +357 +2%
CA
2417
Centerpoint Advisors
Massachusetts
$5.75M +$1.05M +3,873 +22%
SWM
2418
Sculati Wealth Management
Michigan
$5.74M -$20.6K -76 -0.4%
BCM
2419
Breiter Capital Management
Florida
$5.74M +$580K +2,141 +11%
DIS
2420
Diversified Investment Strategies
Louisiana
$5.74M -$68.8K -254 -1%
MFG
2421
Merit Financial Group
Georgia
$5.73M +$497K +1,834 +9%
SNBOSD
2422
Security National Bank of So Dak
Iowa
$5.73M +$783K +2,890 +16%
KIC
2423
Kensington Investment Counsel
California
$5.73M +$149K +549 +3%
LWM
2424
Liberty Wealth Management
California
$5.72M -$623K -2,301 -10%
LF
2425
Lee Financial
Texas
$5.71M -$200K -740 -3%
95 96
97
98 99