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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 %
SRWM
3676
Shira Ridge Wealth Management
California
$2.28M +$119K +378 +6%
SWM
3677
SFG Wealth Management
Maryland
$2.27M -$2.84K -9 -0.1%
TC
3678
Trust Company
Kansas
$2.27M -$159K -503 -7%
TSW
3679
Three Seasons Wealth
Utah
$2.26M +$2.26M +7,168 New
APA
3680
Astoria Portfolio Advisors
New York
$2.26M -$59.7K -182 -3%
EPA
3681
Element Pointe Advisors
Florida
$2.26M +$110K +348 +5%
WPW
3682
Watershed Private Wealth
Illinois
$2.26M -$158K -500 -7%
BFAG
3683
Blackston Financial Advisory Group
Florida
$2.26M +$174K +550 +8%
RRCM
3684
Rappaport Reiches Capital Management
Illinois
$2.26M +$77.7K +246 +4%
BWM
3685
BCS Wealth Management
Tennessee
$2.25M +$2.25M +7,124 New
FA
3686
Faithward Advisors
Pennsylvania
$2.25M -$275K -751 -11%
LA
3687
Latitude Advisors
Florida
$2.24M +$33.2K +105 +1%
LD
3688
Lipe & Dalton
New York
$2.24M -$22.1K -70 -1%
AC
3689
AXQ Capital
New Jersey
$2.24M +$1.83M +5,800 +446%
WPA
3690
Winning Points Advisors
Florida
$2.24M -$239K -762 -10%
EWM
3691
Elmwood Wealth Management
California
$2.24M -$1.9K -6 -0.1%
WWG
3692
West Wealth Group
California
$2.23M -$178K -565 -7%
CAM
3693
Clark Asset Management
New Hampshire
$2.23M +$838K +2,653 +60%
CCA
3694
Clearwater Capital Advisors
Illinois
$2.23M -$5.05K -16 -0.2%
SFWC
3695
Strategic Family Wealth Counselors
New Jersey
$2.23M -$2.84K -9 -0.1%
MWP
3696
Meridian Wealth Partners
Pennsylvania
$2.23M -$15.5K -49 -0.7%
TA
3697
TrueWealth Advisors
Alabama
$2.23M +$255K +808 +13%
WFA
3698
WestHill Financial Advisors
California
$2.23M +$222K +703 +11%
LTAS
3699
Linden Thomas Advisory Services
North Carolina
$2.22M +$227K +718 +11%
KPWG
3700
KFA Private Wealth Group
Virginia
$2.22M +$89.7K +284 +4%
146 147
148
149 150