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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 %
SCA
3576
Southern Capital Advisors
Tennessee
$2.56M +$84.9K +269 +3%
DI
3577
Dalton Investments
Nevada
$2.56M – – –
EIP
3578
Ellis Investment Partners
Pennsylvania
$2.55M -$18.9K -60 -0.7%
PFT
3579
Providence First Trust
Arizona
$2.54M – – –
IF
3580
IRON Financial
Illinois
$2.54M -$740K -2,344 -23%
LFS
3581
Legacy Financial Strategies
Kansas
$2.54M +$165K +454 +7%
KBFS
3582
Kohmann Bosshard Financial Services
Ohio
$2.54M +$14.2K +45 +0.6%
B
3583
Bridgeworth
Alabama
$2.54M -$230K -727 -8%
RHAM
3584
Round Hill Asset Management
California
$2.54M -$88.1K -279 -3%
CAGAS
3585
Capital Advisory Group Advisory Services
Minnesota
$2.53M +$2.53M +8,025 New
PFWA
3586
Paces Ferry Wealth Advisors
Georgia
$2.53M +$74.8K +237 +3%
MWPCG
3587
Measured Wealth Private Client Group
New Hampshire
$2.53M -$93.1K -295 -4%
FWP
3588
Firethorn Wealth Partners
Georgia
$2.53M -$10.7K -34 -0.4%
SIAG
3589
Safeguard Investment Advisory Group
California
$2.52M +$91.3K +289 +4%
CWM
3590
Castle Wealth Management
Florida
$2.52M +$51.2K +162 +2%
CTC
3591
Corundum Trust Company
South Dakota
$2.52M -$1.58K -5 -0.1%
AWS
3592
Aspen Wealth Strategies
Colorado
$2.51M +$2.21K +7 +0.1%
HI
3593
Human Investing
Oregon
$2.51M +$474K +1,501 +23%
SFG
3594
Sunburst Financial Group
Alabama
$2.51M +$14.8K +47 +0.6%
BG
3595
Benedetti & Gucer
Georgia
$2.51M +$12.9K +41 +0.5%
MHR
3596
Matthew Hamilton Rosenberg
$2.51M -$92.2K -292 -4%
AFS
3597
Aft Forsyth & Sober
Florida
$2.5M – – –
COCM
3598
Charter Oak Capital Management
New Hampshire
$2.5M +$79.3K +251 +3%
PA
3599
PSI Advisors
Florida
$2.49M +$140K +442 +6%
OFS
3600
OneAscent Financial Services
Alabama
$2.49M +$2.49M +7,900 New
142 143
144
145 146