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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 %
AIP
3626
Almanack Investment Partners
Pennsylvania
$2.42M -$538K -1,704 -18%
OIM
3627
Oder Investment Management
California
$2.42M +$65.7K +208 +3%
TBWA
3628
Three Bridge Wealth Advisors
California
$2.42M +$13.9K +44 +0.6%
APC
3629
Aspire Private Capital
North Carolina
$2.42M +$31.6K +100 +1%
ECM
3630
EMC Capital Management
Texas
$2.41M +$1.79M +5,600 +288%
PRA
3631
Pine Ridge Advisers
New York
$2.4M – – –
XT
3632
XTX Topco
Cayman Islands
$2.4M +$2.17M +6,870 +932%
OCM
3633
Objective Capital Management
Ohio
$2.4M +$128K +406 +6%
AWMT
3634
AAFMAA Wealth Management & Trust
North Carolina
$2.39M -$773K -2,447 -24%
HFS
3635
Heritage Financial Services
Massachusetts
$2.39M +$59K +187 +3%
SIC
3636
SJS Investment Consulting
Ohio
$2.39M +$137K +434 +6%
GIM
3637
Groesbeck Investment Management
New Jersey
$2.39M – – –
MTIM
3638
Marathon Trading Investment Management
Pennsylvania
$2.38M +$388K +1,230 +19%
PCA
3639
Private Capital Advisors
Connecticut
$2.38M +$1.07M +3,153 +81%
MWM
3640
MinichMacGregor Wealth Management
New York
$2.38M -$94.1K -298 -4%
LAS
3641
LWM Advisory Services
Florida
$2.38M -$21.2K -67 -0.9%
SAM
3642
Seelaus Asset Management
New Jersey
$2.37M -$206K -651 -8%
MWM
3643
Mascoma Wealth Management
New Hampshire
$2.37M +$137K +434 +6%
ADBIC
3644
A.D. Beadell Investment Counsel
Wisconsin
$2.37M -$17.4K -55 -0.7%
PC
3645
Pecaut & Co
Iowa
$2.37M -$287K -909 -11%
MF
3646
Montis Financial
Massachusetts
$2.37M +$232K +736 +11%
FAG
3647
Financial Advisory Group
Texas
$2.37M -$68.2K -216 -3%
WCBA
3648
Weaver C. Barksdale & Associates
Tennessee
$2.35M +$371K +1,176 +19%
MF
3649
Meridian Financial
Massachusetts
$2.35M +$328K +1,039 +16%
ARG
3650
Advisory Resource Group
Oklahoma
$2.35M -$137K -433 -6%
144 145
146
147 148