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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 %
CC
3826
Cypress Capital
Tennessee
$1.88M -$519K -1,645 -22%
IFS
3827
Intelligent Financial Strategies
Minnesota
$1.87M +$316 +1 +0%
KWA
3828
Kellett Wealth Advisors
Ohio
$1.87M +$60K +190 +3%
HIGP
3829
Hill Investment Group Partners
Missouri
$1.87M +$1.01M +3,200 +117%
MWM
3830
MorganRosel Wealth Management
Colorado
$1.86M +$1.37M +4,337 +277%
TWA
3831
Talisman Wealth Advisors
New Jersey
$1.86M -$13.9K -44 -0.7%
CCM
3832
Check Capital Management
California
$1.85M +$20.5K +65 +1%
SWP
3833
Summit Wealth Partners
Florida
$1.85M -$155K -490 -8%
PG
3834
Prostatis Group
Maryland
$1.85M -$14.3M -44,493 -89%
SWA
3835
Strata Wealth Advisors
Texas
$1.85M +$1.85M +5,843 New
CAM
3836
Campion Asset Management
Virginia
$1.84M – – –
CBNLCF
3837
Cognios Beta Neutral Large Cap Fund
Kansas
$1.84M – – –
FW
3838
FirstPurpose Wealth
Utah
$1.84M -$9.79K -31 -0.5%
WSWA
3839
Warren Street Wealth Advisors
California
$1.83M +$129K +407 +8%
FWP
3840
Falcon Wealth Planning
California
$1.83M +$283K +895 +18%
KGC
3841
Kennon-Green & Company
Ohio
$1.82M -$632 -2 -0%
EL
3842
EMFO LLC
Florida
$1.82M +$631 +2 +0%
FCM
3843
Fourpath Capital Management
Oklahoma
$1.8M -$69.5K -220 -4%
SWRP
3844
Summit Wealth & Retirement Planning
California
$1.8M – – –
MCM
3845
Magnolia Capital Management
New York
$1.8M – – –
AWM
3846
Abound Wealth Management
Tennessee
$1.79M +$93.1K +295 +5%
EE
3847
EWG Elevate
California
$1.79M -$33.8K -107 -2%
EGWAG
3848
Elwood & Goetz Wealth Advisory Group
Georgia
$1.79M +$710K +2,249 +66%
ODIJL
3849
One Day In July LLC
Vermont
$1.79M +$607K +1,922 +51%
AWM
3850
Accel Wealth Management
Iowa
$1.79M +$167K +528 +10%
152 153
154
155 156