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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 %
HCCM
2451
Hudson Canyon Capital Management
New York
$7.7M -$248K -727 -3%
WAG
2452
Winthrop Advisory Group
Massachusetts
$7.7M +$310K +911 +4%
FIM
2453
Fruth Investment Management
Texas
$7.7M -$6.81K -20 -0.1%
TA
2454
Trellis Advisors
Washington
$7.7M -$9.88K -29 -0.1%
CA
2455
Centerpoint Advisors
Massachusetts
$7.69M -$57.9K -170 -0.7%
ETCM
2456
Evolutionary Tree Capital Management
Virginia
$7.67M +$55.2K +162 +0.7%
PL
2457
Parkwood LLC
Ohio
$7.67M -$4.46M -13,094 -37%
HIS
2458
Horizon Investment Services
Indiana
$7.67M -$10.9K -32 -0.1%
ICM
2459
IMS Capital Management
Oregon
$7.66M +$79K +232 +1%
B
2460
Barings
North Carolina
$7.66M +$163K +479 +2%
HZ
2461
Hixon Zuercher
Ohio
$7.65M +$62.3K +183 +0.8%
SLWA
2462
San Luis Wealth Advisors
California
$7.64M -$664K -1,949 -8%
AB
2463
Atlas Brown
Kentucky
$7.63M -$159K -468 -2%
PCM
2464
Prelude Capital Management
New York
$7.63M +$273K +802 +4%
SAM
2465
Socorro Asset Management
Texas
$7.61M -$2.72M -7,995 -26%
HBT
2466
Heartland Bank & Trust
Illinois
$7.61M -$504K -1,481 -6%
SC
2467
Solstein Capital
California
$7.6M +$283K +832 +4%
CIM
2468
Corda Investment Management
Texas
$7.59M +$507K +1,489 +7%
KCM
2469
Kennedy Capital Management
Missouri
$7.58M +$7.58M +22,261 New
FC
2470
Forte Capital
New York
$7.57M -$238K -698 -3%
SV
2471
Sturgeon Ventures
United Kingdom
$7.57M – – –
CAM
2472
Costello Asset Management
Pennsylvania
$7.57M -$127K -372 -2%
CPC
2473
Congress Park Capital
New York
$7.56M -$44.3K -130 -0.6%
OC
2474
One01 Capital
California
$7.56M -$3.75M -11,010 -33%
CWG
2475
Crown Wealth Group
North Carolina
$7.56M -$20.8K -61 -0.3%
97 98
99
100 101