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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 %
GPA
3501
Guerra Pan Advisors
New Jersey
$2.74M +$3.47K +11 +0.1%
P
3502
&Partners
Tennessee
$2.74M +$132K +419 +5%
Legacy Financial Group (Iowa)
3503
Legacy Financial Group (Iowa)
Iowa
$2.73M +$2.73M +8,652 New
CCA
3504
Column Capital Advisors
Indiana
$2.72M -$199K -629 -7%
PCA
3505
Prosperity Capital Advisors
Ohio
$2.72M +$423K +1,341 +18%
TA
3506
Townsend & Associates
Colorado
$2.72M -$44.2K -134 -2%
WKSWA
3507
White Knight Strategic Wealth Advisors
New Jersey
$2.72M -$99.2K -314 -4%
NFA
3508
Northern Financial Advisors
Michigan
$2.72M -$59K -187 -2%
KFP
3509
KB Financial Partners
New Jersey
$2.72M -$8.84K -28 -0.3%
CFSG
3510
Clark Financial Services Group
Missouri
$2.71M +$14.2K +45 +0.5%
CCIA
3511
Campbell & Co Investment Adviser
Maryland
$2.71M +$2.51M +7,951 +1,252%
GSWM
3512
Greenup Street Wealth Management
Michigan
$2.71M -$1.52M -4,827 -36%
ICM
3513
Islay Capital Management
Texas
$2.7M -$93.1K -295 -3%
VIM
3514
VELA Investment Management
Ohio
$2.7M +$472K +1,494 +21%
OLA
3515
Oliver Luxxe Assets
New Jersey
$2.7M -$4.42K -14 -0.2%
KIA
3516
KLR Investment Advisors
Rhode Island
$2.7M -$10.7K -37 -0.4%
OWA
3517
Outlook Wealth Advisors
Texas
$2.7M +$161K +511 +6%
WC
3518
Westhampton Capital
North Carolina
$2.7M -$8.53K -27 -0.3%
ADIM
3519
Alpha DNA Investment Management
Maryland
$2.69M +$981K +3,106 +57%
FFA
3520
Fi3 Financial Advisors
Indiana
$2.69M +$360K +1,140 +15%
ZIMP
3521
Zimmermann Investment Management & Planning
Pennsylvania
$2.69M +$266K +841 +11%
AC
3522
Aristides Capital
Kentucky
$2.68M – – –
TLCM
3523
Twin Lakes Capital Management
California
$2.68M -$4.74K -15 -0.2%
FH
3524
FWG Holdings
Florida
$2.68M +$109K +347 +4%
FIBT
3525
First International Bank & Trust
North Dakota
$2.68M -$280K -888 -9%
139 140
141
142 143