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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 %
FCM
3651
Firestone Capital Management
Florida
$2.34M +$24K +76 +1%
PCMF
3652
Private Capital Management (Florida)
Florida
$2.34M +$259K +820 +12%
APWM
3653
Atlas Private Wealth Management
New York
$2.34M +$46.4K +147 +2%
MSE
3654
MUFG Securities EMEA
United Kingdom
$2.33M -$32.5M -103,013 -93%
ACMA
3655
Arbor Capital Management (Alaska)
Alaska
$2.33M -$27.9K -85 -1%
LSA
3656
Lion Street Advisors
Texas
$2.32M -$181K -572 -7%
MLFP
3657
MPS Loria Financial Planners
Illinois
$2.32M – – –
NWA
3658
New World Advisors
Massachusetts
$2.32M +$470K +1,487 +25%
CC
3659
Claybrook Capital
Massachusetts
$2.32M – – –
NNPTE
3660
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.31M -$343K -1,086 -13%
MF
3661
Manchester Financial
California
$2.31M +$24K +76 +1%
ZC
3662
Zeit Capital
Colorado
$2.31M -$31.6K -100 -1%
WP
3663
WealthSpring Partners
California
$2.31M +$376K +1,190 +19%
NEWAS
3664
N.E.W. Advisory Services
Wisconsin
$2.3M +$291K +921 +14%
G
3665
GenTrust
Florida
$2.3M +$316 +1 +0%
GB
3666
Goepper Burkhardt
South Carolina
$2.3M +$27.8K +88 +1%
SPW
3667
Sonoma Private Wealth
California
$2.3M +$14.5K +46 +0.6%
CSWM
3668
Cassady Schiller Wealth Management
Ohio
$2.3M +$43.9K +139 +2%
HWP
3669
Heritage Wealth Partners
Ohio
$2.29M +$388K +1,230 +20%
CGH
3670
CMG Global Holdings
Texas
$2.29M -$353K -1,119 -13%
NC
3671
NinePointTwo Capital
California
$2.29M – – –
CFO
3672
Collective Family Office
Pennsylvania
$2.28M +$181K +572 +9%
PSC
3673
Portman Square Capital
United Kingdom
$2.28M +$2.28M +7,224 New
AW
3674
Apricus Wealth
South Carolina
$2.28M -$152K -465 -6%
BPFA
3675
Barnes Pettey Financial Advisors
Mississippi
$2.28M -$95.4K -302 -4%
145 146
147
148 149