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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 %
TWM
3751
Triton Wealth Management
Arizona
$2.06M -$185K -523 -8%
TFA
3752
Triad Financial Advisors
North Carolina
$2.06M +$235K +744 +13%
JBA
3753
Johnson Bixby & Associates
Washington
$2.06M -$78.9K -250 -4%
EIA
3754
Eldridge Investment Advisors
New Hampshire
$2.06M -$13.6K -43 -0.7%
FC
3755
FCA Corp
Texas
$2.06M -$6.95K -22 -0.3%
OLVIG
3756
Oliver Lagore Vanvalin Investment Group
Michigan
$2.05M +$530K +1,677 +35%
OMC
3757
Oasis Management Company
Cayman Islands
$2.05M – – –
SHJ
3758
Sharkey, Howes & Javer
Colorado
$2.05M +$316 +1 +0%
BBA
3759
Braun-Bostich & Associates
Pennsylvania
$2.05M +$938K +2,971 +84%
CP
3760
Coho Partners
Pennsylvania
$2.04M -$8.21K -26 -0.4%
GM
3761
Granger Management
New York
$2.04M -$11.7K -37 -0.6%
FMP
3762
Financial Management Professionals
Texas
$2.03M +$617K +1,953 +44%
MTC
3763
Matrix Trust Company
Colorado
$2.03M +$32.8K +104 +2%
FNBSF
3764
First National Bank Sioux Falls
South Dakota
$2.03M -$85.3K -270 -4%
PA
3765
Paragon Advisors
Texas
$2.03M -$661K -2,094 -25%
PFA
3766
Pathway Financial Advisors
Vermont
$2.02M +$66.3K +210 +3%
OPOWM
3767
One Plus One Wealth Management
Florida
$2.02M -$122K -386 -6%
Cohen & Steers
3768
Cohen & Steers
New York
$2.02M – – –
DF
3769
DecisionPoint Financial
Arizona
$2.02M – – –
FAFN
3770
First Affirmative Financial Network
Colorado
$2.02M +$87.1K +276 +5%
JGCM
3771
Joseph Group Capital Management
Ohio
$2.02M -$46.4K -147 -2%
AFG
3772
Alterity Financial Group
Maine
$2.01M +$56.5K +179 +3%
SA
3773
SRH Advisors
Kansas
$2.01M +$46.7K +148 +2%
HS
3774
Horan Securities
United States
$2.01M -$29.4K -93 -1%
ACM
3775
Ategra Capital Management
Virginia
$2.01M +$410K +1,299 +26%
149 150
151
152 153