MSFT icon

Microsoft
MSFT

Overview Fund Activity

4,775 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, 1,767 increasing their positions, 2,477 reducing their positions, and 82 closing their positions.

Holders
4,775
Holders Change
+94
Holders Change %
+2.01%
% of All Funds
75.33%
Holding in Top 10
2,666
Holding in Top 10 Change
+159
Holding in Top 10 Change %
+6.34%
% of All Funds
42.06%
New
217
Increased
1,767
Reduced
2,477
Closed
82
Calls
$39.4B
Puts
$37.2B
Net Calls
+$2.2B
Net Calls Change
-$688M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$38.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$71.6B
3
Barclays
3
Barclays
United Kingdom
$9.03B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$50.3B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$222B

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$218M
2
Bank of America
2
Bank of America
North Carolina
$23.6B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$54.5B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.65B
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$222B 653,247,546 +3,703,243 +0.6%
BlackRock
2
BlackRock
New York
$183B 536,245,027 -1,328,069 -0.2%
State Street
3
State Street
Massachusetts
$100B 293,614,078 +1,507,193 +0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$71.6B 210,111,250 +9,587,877 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$54.5B 159,904,219 -6,131,515 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$50.3B 148,129,470 +3,763,710 +3%
Morgan Stanley
7
Morgan Stanley
New York
$42.1B 123,498,322 +3,181,427 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$38.5B 113,024,837 +18,407,096 +19%
Norges Bank
9
Norges Bank
Norway
$31.5B 92,627,807 +3,314,731 +4%
Capital World Investors
10
Capital World Investors
California
$29.1B 85,507,261 -2,101,719 -2%
Capital International Investors
11
Capital International Investors
California
$28.5B 83,738,780 -1,281,861 -2%
Northern Trust
12
Northern Trust
Illinois
$26.8B 78,775,799 -4,489,324 -5%
Capital Research Global Investors
13
Capital Research Global Investors
California
$25B 73,434,222 -1,679,937 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$24.5B 71,927,318 -3,011,349 -4%
Bank of America
15
Bank of America
North Carolina
$23.6B 69,175,428 -9,337,306 -12%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$22.8B 66,938,521 +904,446 +1%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$18.4B 54,008,883 -1,001,333 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$17.5B 51,410,986 +1,285,486 +3%
AllianceBernstein
19
AllianceBernstein
Tennessee
$15.5B 45,493,476 -2,888,887 -6%
Charles Schwab
20
Charles Schwab
California
$14.7B 43,164,754 +84,335 +0.2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$13.4B 39,336,480 -264,473 -0.7%
Gates Foundation Trust
22
Gates Foundation Trust
Washington
$13.4B 39,264,670 – –
Goldman Sachs
23
Goldman Sachs
New York
$13.3B 39,026,920 -2,654,898 -6%
Wells Fargo
24
Wells Fargo
California
$12.6B 36,950,772 -482,757 -1%
Invesco
25
Invesco
Georgia
$12.3B 36,129,350 +1,362,177 +4%
1
2 3 4 5