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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 %
GSC
3251
Grey Street Capital
Illinois
$3.53M +$3.53M +11,184 New
AFS
3252
Access Financial Services
Minnesota
$3.53M +$52.7K +167 +2%
AWM
3253
Ameliora Wealth Management
Switzerland
$3.52M -$43.9K -139 -1%
PWSG
3254
Pacific Wealth Strategies Group
California
$3.52M -$83.7K -265 -2%
SIA
3255
Schear Investment Advisers
Ohio
$3.52M -$83.4K -264 -2%
PC
3256
Permanens Capital
New York
$3.52M +$2.17M +6,885 +161%
CIA
3257
Cladis Investment Advisory
Montana
$3.52M +$148K +468 +4%
KCM
3258
KLK Capital Management
California
$3.51M -$92.8K -294 -3%
PG
3259
Proffitt & Goodson
Tennessee
$3.5M -$72.6K -230 -2%
JWA
3260
JFS Wealth Advisors
Pennsylvania
$3.49M +$182K +578 +6%
PRS
3261
Pinkerton Retirement Specialists
Idaho
$3.49M -$371K -1,176 -10%
IAG
3262
Investment Advisory Group
Massachusetts
$3.49M +$51.2K +162 +1%
BFG
3263
Bouchey Financial Group
New York
$3.49M +$170K +537 +5%
THWM
3264
Taylor Hoffman Wealth Management
Virginia
$3.48M -$7.26K -23 -0.2%
CIAS
3265
CFS Investment Advisory Services
New Jersey
$3.48M +$207K +655 +6%
CFA
3266
Cahill Financial Advisors
Minnesota
$3.48M -$4.42K -14 -0.1%
AT
3267
Arvest Trust
Oklahoma
$3.48M +$149K +471 +4%
WAM
3268
Walker Asset Management
Missouri
$3.48M +$36.3K +115 +1%
NG
3269
Northstar Group
New York
$3.48M +$33.8K +107 +1%
LWM
3270
Ledge Wealth Management
Minnesota
$3.47M +$200K +634 +6%
CRCM
3271
Crystal Rock Capital Management
Illinois
$3.47M – – –
SIM
3272
Sterling Investment Management
Arizona
$3.46M -$9.79K -31 -0.3%
QT
3273
Quantbot Technologies
New York
$3.46M +$1.38M +4,359 +66%
COLIM
3274
City of London Investment Management
United Kingdom
$3.45M -$4.07M -12,900 -54%
CC
3275
Commons Capital
Massachusetts
$3.45M -$49.9K -158 -1%
129 130
131
132 133