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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
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 %
WJWM
401
Williams Jones Wealth Management
New York
$242M +$10.3M +32,716 +4%
CAM
402
Cresset Asset Management
Illinois
$241M -$20.6M -65,353 -8%
GBWM
403
Granite Bay Wealth Management
New Hampshire
$240M +$240M +728,297 New
IIP
404
Intermede Investment Partners
United Kingdom
$240M -$9.5M -30,078 -4%
HPC
405
HM Payson & Co
Maine
$240M -$235K -743 -0.1%
AAP
406
Aristotle Atlantic Partners
Florida
$239M -$6.66M -21,092 -3%
WIM
407
Waverton Investment Management
United Kingdom
$237M +$9.36M +29,650 +4%
JIC
408
Johnson Investment Counsel
Ohio
$236M -$510K -1,615 -0.2%
CCM
409
Coldstream Capital Management
Washington
$235M -$4.83M -15,289 -2%
LNWTC
410
Laird Norton Wetherby Trust Company
Washington
$235M -$10.7M -33,839 -4%
Two Sigma Investments
411
Two Sigma Investments
New York
$234M +$232M +733,563 +10,949%
TIAA Trust, National Association
412
TIAA Trust, National Association
North Carolina
$233M +$233M +738,793 New
EAM
413
Erste Asset Management
Austria
$233M +$10.9M +34,673 +5%
BTCPP
414
Border to Coast Pensions Partnership
United Kingdom
$232M -$10.9M -34,710 -4%
LSERS
415
Louisiana State Employees Retirement System
Louisiana
$232M -$26.1M -82,600 -10%
DADC
416
D.A. Davidson & Co
Montana
$230M -$766K -2,426 -0.3%
BAMF
417
BI Asset Management Fondsmaeglerselskab
Denmark
$229M +$18.4M +58,403 +9%
CI
418
Clal Insurance
Israel
$229M +$70.7M +224,000 +45%
CII
419
Capital International Inc
California
$229M +$5.23M +16,567 +2%
OC
420
Oppenheimer & Co
New York
$227M +$1.54M +4,874 +0.7%
MCM
421
Marsico Capital Management
Colorado
$226M – – –
FCI
422
Financial Counselors Inc
Kansas
$225M -$729K -2,309 -0.3%
PL
423
Perpetual Ltd
Australia
$223M -$17.9M -56,648 -7%
WI
424
Wafra Inc
New York
$222M +$20.5M +64,961 +10%
FT
425
Fiduciary Trust
Massachusetts
$222M -$4.31M -13,665 -2%
15 16
17
18 19