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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 %
TIM
3451
Tortoise Investment Management
New York
$2.89M +$40.4K +128 +1%
BCM
3452
Barden Capital Management
Texas
$2.89M +$821K +2,602 +40%
RFA
3453
Register Financial Advisors
Georgia
$2.89M +$136K +432 +5%
GWI
3454
Grace & White Inc
New York
$2.89M – – –
CFAM
3455
Center For Asset Management
Florida
$2.89M +$228K +723 +9%
RAM
3456
Readystate Asset Management
Illinois
$2.88M +$2.88M +9,110 New
PF
3457
Prosperitas Financial
California
$2.88M +$2.88M +9,109 New
GJIA
3458
Glass Jacobson Investment Advisors
Maryland
$2.88M +$18.3K +58 +0.6%
MFG
3459
Monte Financial Group
Connecticut
$2.87M -$106K -335 -4%
IAP
3460
Indie Asset Partners
Indiana
$2.87M +$1.06M +3,349 +58%
PIWA
3461
Prevail Innovative Wealth Advisors
Kansas
$2.86M +$2.32M +7,360 +431%
LB
3462
Legacy Bridge
Iowa
$2.85M – – –
TT
3463
TI-Trust
Illinois
$2.84M +$28.4K +90 +1%
NP
3464
Ninepoint Partners
Ontario, Canada
$2.83M +$206K +653 +8%
GSIS
3465
Global Strategic Investment Solutions
Arizona
$2.83M +$32.5K +103 +1%
PCM
3466
Pointe Capital Management
Michigan
$2.83M -$28.7K -91 -1%
TSWM
3467
Tyler-Stone Wealth Management
Ohio
$2.82M +$91.9K +291 +3%
PI
3468
Parkside Investments
Illinois
$2.82M +$1.54M +4,893 +121%
EBWM
3469
Eagle Bluffs Wealth Management
Missouri
$2.81M -$526K -1,667 -16%
MFG
3470
Midwest Financial Group
Kansas
$2.81M +$40.7K +129 +1%
TFO
3471
Tarbox Family Office
California
$2.81M +$27.5K +87 +1%
KOMWMG
3472
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.81M -$101K -319 -3%
SI
3473
Saxon Interests
Texas
$2.81M -$1.88M -5,969 -40%
CWMU
3474
Caliber Wealth Management (Utah)
Utah
$2.81M +$99.8K +316 +4%
WWM
3475
Wagner Wealth Management
South Carolina
$2.81M +$43.6K +138 +2%
137 138
139
140 141