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Microsoft
MSFT

Overview Fund Activity

4,824 hedge funds and large institutions have $1.66T invested in Microsoft in 2023 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 2,189 increasing their positions, 2,087 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,824
Holders Change
+47
Holders Change %
+0.98%
% of All Funds
76.91%
Holding in Top 10
2,659
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-0.34%
% of All Funds
42.39%
New
190
Increased
2,189
Reduced
2,087
Closed
90
Calls
$36.8B
Puts
$39B
Net Calls
-$2.21B
Net Calls Change
-$4.41B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.82B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.44B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.13B
4
Capital World Investors
Capital World Investors
California
+$983M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$974M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
-$7.35B
2
TCI Fund Management
TCI Fund Management
United Kingdom
-$4.03B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.52B
4
State Street
State Street
Massachusetts
-$1.63B
5
Deutsche Bank
Deutsche Bank
Germany
-$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
3126
Day & Ennis
Georgia
$4.02M +$9.16K +29 +0.2%
WFAG
3127
Worth Financial Advisory Group
North Carolina
$4.01M +$141K +447 +4%
AAP
3128
Arax Advisory Partners
Colorado
$4.01M +$808K +2,560 +25%
OP
3129
ORG Partners
Indiana
$4.01M -$342K -1,082 -8%
PWS
3130
Peterson Wealth Services
Utah
$4M +$128K +406 +3%
CFO
3131
Callan Family Office
Pennsylvania
$4M -$591K -1,873 -13%
TNAM
3132
Terra Nova Asset Management
New York
$4M – – –
OCA
3133
Otter Creek Advisors
Florida
$3.99M +$2.53M +8,000 +172%
WPWM
3134
Western Pacific Wealth Management
Illinois
$3.99M – – –
PH
3135
Pinnacle Holdings
Oklahoma
$3.99M -$254K -803 -6%
CFG
3136
Carr Financial Group
Massachusetts
$3.98M +$188K +533 +5%
KBC
3137
Key Bridge Compliance
$3.97M +$3.97M +12,566 New
HI
3138
Hudock Inc
Pennsylvania
$3.96M +$20.8K +66 +0.5%
IF
3139
Ironwood Financial
Arizona
$3.96M – – –
TCWM
3140
Total Clarity Wealth Management
Illinois
$3.96M -$55.9K -177 -1%
VAG
3141
VisionPoint Advisory Group
Texas
$3.96M -$91.6K -290 -2%
OBWG
3142
Onyx Bridge Wealth Group
New York
$3.96M +$137K +434 +4%
RF
3143
Robbins Farley
New Hampshire
$3.96M +$360K +1,139 +10%
WWM
3144
WT Wealth Management
Arizona
$3.94M +$676K +2,140 +21%
SLA
3145
Silver Lake Advisory
Utah
$3.94M +$5.05K +16 +0.1%
JCM
3146
Jacobsen Capital Management
Utah
$3.94M +$207K +656 +6%
KSCM
3147
Kamunting Street Capital Management
Florida
$3.93M +$3.93M +12,460 New
CWA
3148
CM Wealth Advisors
Ohio
$3.93M -$222K -608 -5%
CRI
3149
Colonial River Investments
Virginia
$3.92M +$652K +2,066 +20%
LIG
3150
Lokken Investment Group
Delaware
$3.91M +$37.3K +118 +1%
124 125
126
127 128