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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.

New
Increased
Maintained
Reduced
Closed
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 %
TA
376
Trivest Advisors
Hong Kong
$287M -$135M -429,120 -32%
QCM
377
QRG Capital Management
Illinois
$286M +$286M +905,694 New
EAM
378
Eagle Asset Management
Florida
$286M +$5.09M +16,136 +2%
WF
379
Welch & Forbes
Massachusetts
$286M -$2.92M -9,257 -1%
Empower Advisory Group
380
Empower Advisory Group
Colorado
$284M +$3.29M +10,410 +1%
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$282M -$6.97M -22,068 -2%
VanEck Associates
382
VanEck Associates
New York
$274M +$11.4M +36,154 +4%
BFS
383
Bradley Foster & Sargent
Connecticut
$268M – – –
WT
384
Whittier Trust
California
$265M +$11.9M +37,683 +5%
CCP
385
Cryder Capital Partners
United Kingdom
$260M -$2.76M -8,743 -1%
ASC
386
Atalanta Sosnoff Capital
New York
$258M -$27M -85,596 -9%
RCM
387
Rokos Capital Management
United Kingdom
$256M +$75.5M +237,817 +42%
AIM
388
Achmea Investment Management
Netherlands
$255M +$9.06M +28,698 +4%
SAM
389
Silvercrest Asset Management
New York
$254M +$1.34M +4,240 +0.5%
HA
390
HHLR Advisors
Cayman Islands
$253M +$13.4M +42,400 +6%
HAM
391
Hyperion Asset Management
Australia
$253M -$925K -2,931 -0.4%
JAM
392
Jupiter Asset Management
United Kingdom
$250M -$1.85M -5,848 -0.7%
WorldQuant Millennium Advisors
393
WorldQuant Millennium Advisors
New York
$249M +$87.2M +276,080 +54%
HHAA
394
Henry H. Armstrong Associates
Pennsylvania
$248M -$943K -2,986 -0.4%
BMO
395
Beck Mack & Oliver
New York
$246M -$13.3M -42,220 -5%
UCFA
396
United Capital Financial Advisors
Texas
$245M -$21.6M -68,298 -8%
MCM
397
MAI Capital Management
Ohio
$245M -$5.13M -16,234 -2%
IFLIT
398
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$245M -$537K -1,700 -0.2%
OPERF
399
Oregon Public Employees Retirement Fund
Oregon
$244M -$28.2M -89,179 -10%
WJWM
400
Williams Jones Wealth Management
New York
$242M +$10.3M +32,716 +4%
14 15
16
17 18