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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 %
RW
3601
Rede Wealth
Virginia
$2.49M -$561K -1,776 -18%
I
3602
IMPACTfolio
Colorado
$2.49M -$44.2K -140 -2%
NL
3603
Navalign LLC
California
$2.49M +$527K +1,668 +27%
PPWP
3604
Proquility Private Wealth Partners
Nevada
$2.49M -$11.7K -37 -0.5%
WCM
3605
Washburn Capital Management
Florida
$2.49M +$128K +405 +5%
PEA
3606
Park Edge Advisors
Ohio
$2.48M +$316K +1,001 +15%
LL
3607
LWMG LLC
Minnesota
$2.48M +$36.3K +115 +1%
PPW
3608
Presilium Private Wealth
Pennsylvania
$2.47M – – –
HFA
3609
High Falls Advisors
New York
$2.47M +$165K +523 +7%
XL
3610
XN LP
New York
$2.46M – – –
KFS
3611
Kaizen Financial Strategies
California
$2.46M -$94.1K -298 -4%
PWM
3612
Pinnacle Wealth Management
California
$2.45M -$799K -2,532 -25%
CIG
3613
Cascade Investment Group
Colorado
$2.45M +$14.5K +46 +0.6%
WJA
3614
Willis Johnson & Associates
Texas
$2.45M +$515K +1,630 +27%
SCP
3615
Syntal Capital Partners
Texas
$2.44M -$787K -2,493 -24%
CC
3616
Copperleaf Capital
North Carolina
$2.44M -$337K -1,068 -12%
OA
3617
Operose Advisors
Wisconsin
$2.44M +$957K +3,031 +65%
MAC
3618
Mason & Associates (California)
California
$2.44M +$781K +2,474 +47%
BWM
3619
Birchcreek Wealth Management
Ohio
$2.43M -$3.47K -11 -0.1%
TAM
3620
Titleist Asset Management
Texas
$2.43M +$51.5K +163 +2%
BHCM
3621
Boulder Hill Capital Management
New York
$2.43M +$2.43M +7,700 New
SR
3622
Syntax Research
Florida
$2.43M +$2.43M +7,693 New
VP
3623
Verum Partners
North Carolina
$2.43M +$705K +2,234 +41%
SB
3624
Sunflower Bank
Texas
$2.43M -$73.9K -234 -3%
FCFC
3625
First Citizens Financial Corp
Iowa
$2.42M +$347K +1,100 +17%
143 144
145
146 147