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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 %
SIM
2401
Studio Investment Management
Illinois
$8.04M -$206K -606 -3%
AIM
2402
Aurora Investment Managers
Florida
$8.03M -$514K -1,510 -6%
PRWA
2403
Platte River Wealth Advisors
Colorado
$8.02M +$88.9K +261 +1%
LAM
2404
L2 Asset Management
Massachusetts
$8.01M +$1.11M +3,254 +16%
RCA
2405
Riverview Capital Advisers
Massachusetts
$8.01M +$84.1K +247 +1%
MCCP
2406
Mission Creek Capital Partners
California
$8.01M -$172K -506 -2%
IP
2407
Ignite Planners
California
$8M -$168K -498 -2%
MIM
2408
Moseley Investment Management
Florida
$8M +$56.9K +167 +0.7%
FLI
2409
Family Legacy Inc
South Carolina
$8M -$372K -1,093 -4%
SG
2410
Somerset Group
Minnesota
$8M +$164K +483 +2%
DRD
2411
Dennis R. Delaney
$8M +$2.34M +6,864 +41%
VFA
2412
Voya Financial Advisors
Connecticut
$7.99M -$546K -1,631 -6%
PMFA
2413
Plante Moran Financial Advisors
Michigan
$7.98M +$239K +702 +3%
CB
2414
CNB Bank
Pennsylvania
$7.98M -$1.01M -2,980 -11%
RFA
2415
Resurgent Financial Advisors
Georgia
$7.98M -$803K -2,358 -9%
NAG
2416
Northstar Advisory Group
New Jersey
$7.98M +$6.67M +19,575 +508%
FCB
2417
First County Bank
Connecticut
$7.93M -$54.5K -160 -0.7%
AFWM
2418
AMJ Financial Wealth Management
Virginia
$7.93M +$275K +807 +4%
HKIMG
2419
Hutchens & Kramer Investment Management Group
Indiana
$7.92M -$563K -1,654 -7%
BIA
2420
Beacon Investment Advisors
Maryland
$7.92M +$38.8K +114 +0.5%
AAP
2421
Ardsley Advisory Partners
Connecticut
$7.92M +$375K +1,100 +5%
FPB
2422
First PREMIER Bank
South Dakota
$7.92M -$1.09M -3,191 -12%
EF
2423
Exeter Financial
Arizona
$7.92M -$1.71M -5,157 -18%
IIC
2424
Integrated Investment Consultants
Michigan
$7.91M +$148K +436 +2%
HSC
2425
Harbor Spring Capital
New York
$7.9M -$15.7M -46,000 -66%
95 96
97
98 99