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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 %
HAG
3426
HF Advisory Group
Maryland
$2.95M -$93.4K -291 -3%
DG
3427
DMC Group
Alabama
$2.95M +$164K +518 +6%
IA
3428
IAM Advisory
Pennsylvania
$2.95M +$19.3K +61 +0.7%
MFG
3429
Mainsail Financial Group
Washington
$2.95M -$918K -2,854 -24%
T
3430
TRUADVICE
Florida
$2.95M -$248K -671 -8%
CG
3431
Cynosure Group
Utah
$2.95M -$236K -746 -7%
RPGK
3432
Retirement Planning Group (Kansas)
Kansas
$2.95M -$2.53K -8 -0.1%
OFW
3433
Omnia Family Wealth
Florida
$2.94M +$22.4K +71 +0.8%
LGG
3434
Luts & Greenleigh Group
Maryland
$2.94M -$79.9K -253 -3%
WA
3435
Wealthstream Advisors
New York
$2.94M +$614K +1,944 +26%
TCPWM
3436
Traverso Chambers Private Wealth Management
California
$2.94M +$50.5K +160 +2%
WIM
3437
Waycross Investment Management
Washington
$2.93M +$41.4K +131 +1%
TCM
3438
Tributary Capital Management
Nebraska
$2.93M -$43.9K -139 -1%
WPA
3439
West Paces Advisors
Georgia
$2.93M -$303K -961 -9%
GAMC
3440
Garner Asset Management Corp
Texas
$2.93M +$4.11K +13 +0.1%
MWM
3441
Massachusetts Wealth Management
Massachusetts
$2.92M +$15.8K +50 +0.5%
FCM
3442
Fairbanks Capital Management
California
$2.91M -$66.3K -210 -2%
SFC
3443
SYM Financial Corp
Indiana
$2.91M +$2.38M +7,547 +453%
PFA
3444
Pathway Financial Advisers
Indiana
$2.91M +$2.91M +9,197 New
HKAM
3445
Horizon Kinetics Asset Management
New York
$2.91M -$109K -345 -4%
SIA
3446
SkyView Investment Advisors
New Jersey
$2.91M -$3.15M -9,980 -52%
APW
3447
Acima Private Wealth
Virginia
$2.9M -$42.9K -136 -1%
GA
3448
Goldstein Advisors
Wisconsin
$2.9M +$46.4K +147 +2%
TFA
3449
Transamerica Financial Advisors
Florida
$2.9M -$1.34M -4,243 -32%
SMWM
3450
Silvia McColl Wealth Management
California
$2.89M -$159K -503 -5%
136 137
138
139 140