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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 %
MFG
4076
Monumental Financial Group
Maryland
$1.28M +$109K +345 +9%
NVIM
4077
New Vernon Investment Management
Illinois
$1.28M – – –
BIA
4078
Bell Investment Advisors
California
$1.27M +$317K +1,005 +33%
BAG
4079
Briggs Advisory Group
Rhode Island
$1.27M -$31.6K -100 -2%
I2I
4080
Insight 2811 Inc
Illinois
$1.27M -$14.5K -46 -1%
DCM
4081
Dimension Capital Management
Florida
$1.27M -$1.16M -3,672 -48%
GU
4082
Georgetown University
District of Columbia
$1.27M +$2.53K +8 +0.2%
FWSM
4083
First Wilshire Securities Management
California
$1.26M – – –
PPW
4084
Pasadena Private Wealth
California
$1.26M -$7.89K -25 -0.6%
MAG
4085
Mayfair Advisory Group
Alabama
$1.26M +$193K +588 +18%
EA
4086
Eclectic Associates
California
$1.26M +$118K +374 +10%
WIA
4087
World Investment Advisors
California
$1.25M +$37.3K +118 +3%
BBW
4088
Blue Barn Wealth
Utah
$1.25M +$2.84K +9 +0.2%
KFG
4089
Kingdom Financial Group
Arizona
$1.25M +$60.6K +192 +5%
MAM
4090
Milestone Asset Management
Pennsylvania
$1.25M +$197K +613 +19%
SPA
4091
Sentinel Pension Advisors
Massachusetts
$1.24M +$59.4K +188 +5%
MC
4092
McMorgan & Co
California
$1.24M -$18K -57 -1%
NWMG
4093
National Wealth Management Group
Ohio
$1.24M +$113K +357 +10%
WCM
4094
Windham Capital Management
Massachusetts
$1.24M – – –
SFM
4095
Systematic Financial Management
New Jersey
$1.24M – – –
HIG
4096
Heritage Investment Group
Florida
$1.24M -$74.8K -237 -6%
SGC
4097
Slocum, Gordon & Co
Rhode Island
$1.24M – – –
GAA
4098
Green Alpha Advisors
Colorado
$1.24M – – –
VA
4099
Verdad Advisers
Massachusetts
$1.23M -$584K -1,850 -32%
TAM
4100
Tucker Asset Management
Colorado
$1.23M +$246K +780 +25%
162 163
164
165 166