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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 %
RPA
3926
Rock Point Advisors
Vermont
$1.61M -$68.8K -218 -4%
OPPS
3927
Obsidian Personal Planning Solutions
Maryland
$1.61M +$1.26K +4 +0.1%
FAM
3928
Family Asset Management
South Carolina
$1.6M -$6.63K -21 -0.4%
MWA
3929
Motive Wealth Advisors
Michigan
$1.59M -$103K -326 -6%
PA
3930
Planning Alternatives
Michigan
$1.59M +$63.2K +200 +4%
LWM
3931
Lionsbridge Wealth Management
Florida
$1.59M -$61.9K -196 -4%
B
3932
BetterWealth
California
$1.59M +$224K +711 +16%
EAM
3933
Empirical Asset Management
Massachusetts
$1.59M +$104K +330 +7%
IIM
3934
Ironwood Investment Management
Massachusetts
$1.59M -$206K -653 -11%
LFGO
3935
Legacy Financial Group (Oklahoma)
Oklahoma
$1.59M +$1.89K +6 +0.1%
MCC
3936
Malaga Cove Capital
California
$1.59M -$6.63K -21 -0.4%
TWM
3937
TriaGen Wealth Management
California
$1.58M – – –
LI
3938
Latash Investments
Alaska
$1.58M -$316K -1,000 -17%
OIM
3939
Opus Investment Management
Massachusetts
$1.58M – – –
AFM
3940
Anson Funds Management
Texas
$1.58M +$1.58M +5,000 New
BA
3941
Bridge Advisory
California
$1.58M +$99.1K +314 +7%
KWM
3942
Kaydan Wealth Management
Michigan
$1.57M -$44.5K -141 -3%
ODG
3943
O'Dell Group
Ohio
$1.57M +$454K +1,438 +41%
CWA
3944
CJM Wealth Advisers
Virginia
$1.57M +$163K +516 +12%
SF
3945
Safeguard Financial
Wisconsin
$1.57M +$702K +2,224 +81%
CMBA
3946
C.M. Bidwell & Associates
Hawaii
$1.56M -$40.1K -127 -3%
TBC
3947
Ted Buchan & Co
California
$1.56M -$52.4K -166 -3%
OPWM
3948
Oakwell Private Wealth Management
Texas
$1.56M +$12K +38 +0.8%
GA
3949
Greenspring Advisors
Maryland
$1.55M -$6K -19 -0.4%
WI
3950
WBI Investments
New Jersey
$1.55M -$5M -15,823 -76%
156 157
158
159 160