MSFT icon

Microsoft
MSFT

Overview Fund Activity

4,823 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, 2,188 increasing their positions, 2,087 reducing their positions, and 90 closing their positions.

Holders
4,823
Holders Change
+47
Holders Change %
+0.98%
% of All Funds
76.91%
Holding in Top 10
2,658
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-0.34%
% of All Funds
42.39%
New
190
Increased
2,188
Reduced
2,087
Closed
90
Calls
$36.8B
Puts
$39B
Net Calls
-$2.21B
Net Calls Change
-$4.41B

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$68.2B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$1.44B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36.8B
4
Capital World Investors
4
Capital World Investors
California
$28B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$47.7B

Top Sellers

1
LAM
1
L2 Asset Management
Massachusetts
$8.14M
2
TCI Fund Management
2
TCI Fund Management
United Kingdom
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$48B
4
State Street
4
State Street
Massachusetts
$91.1B
5
Deutsche Bank
5
Deutsche Bank
Germany
$7.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
351
Bartlett & Co Wealth Management
Ohio
$311M +$84.6K +268 +0%
BC
352
Bartlett & Co
Ohio
$311M +$84.6K +268 +0%
CLOS
353
Compagnie Lombard Odier SCmA
Switzerland
$310M +$35M +110,961 +13%
AC
354
AKO Capital
United Kingdom
$310M -$29.7M -94,066 -9%
BAM
355
Burgundy Asset Management
Ontario, Canada
$309M -$9.98M -31,613 -3%
VNIM
356
Vaughan Nelson Investment Management
Texas
$308M +$6.4M +20,256 +2%
VLKIM
357
Van Lanschot Kempen Investment Management
Netherlands
$305M +$43.6M +138,127 +17%
PC
358
PointState Capital
New York
$304M +$304M +964,332 New
OAC
359
OMERS Administration Corp
Ontario, Canada
$303M +$254M +802,900 +510%
IGAM
360
iA Global Asset Management
Quebec, Canada
$302M +$20.9M +66,304 +7%
CAN
361
Cetera Advisor Networks
California
$302M +$19.7M +62,396 +7%
LA
362
LBP AM
France
$299M +$694K +2,197 +0.2%
DC
363
Davenport & Co
Virginia
$299M +$24.6M +77,967 +9%
BCM
364
Bluefin Capital Management
New York
$298M +$298M +944,500 New
Balyasny Asset Management
365
Balyasny Asset Management
Illinois
$297M -$140M -444,879 -32%
LFRG
366
Lazard Frères Gestion
France
$297M -$73K -236 -0%
FWCM
367
Ferguson Wellman Capital Management
Oregon
$294M -$384K -1,216 -0.1%
EWM
368
Evercore Wealth Management
New York
$292M -$1.63M -5,161 -0.6%
Holocene Advisors
369
Holocene Advisors
New York
$291M -$186M -589,892 -39%
JWBC
370
John W. Bristol & Co
New York
$291M -$2.36M -7,486 -0.8%
CA
371
Commerzbank Aktiengesellschaft
Germany
$289M +$12.4M +39,260 +4%
VMPIC
372
Varma Mutual Pension Insurance Co
Finland
$289M +$11.4M +36,246 +4%
CFC
373
Cincinnati Financial Corp
Ohio
$289M -$3.08M -9,750 -1%
CIC
374
Chilton Investment Company
Connecticut
$289M +$3.06M +9,678 +1%
DCM
375
Dorsal Capital Management
California
$287M +$114M +360,000 +65%
13 14
15
16 17