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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 %
FI
451
Focused Investors
California
$196M -$2.9M -9,200 -1%
SBH
452
Segall Bryant & Hamill
Illinois
$196M -$11.7M -37,140 -6%
EWA
453
EP Wealth Advisors
California
$195M +$179M +567,913 +1,136%
CAG
454
Crestwood Advisors Group
Massachusetts
$194M +$1.39M +4,396 +0.7%
MC
455
Maplelane Capital
New York
$193M +$74.2M +235,000 +63%
Wealthfront Advisers
456
Wealthfront Advisers
California
$193M -$558K -1,767 -0.3%
WHG
457
Westwood Holdings Group
Texas
$192M +$698K +2,212 +0.4%
GLA
458
Great Lakes Advisors
Illinois
$192M +$21.3M +67,318 +12%
CAM
459
Congress Asset Management
Massachusetts
$191M +$1.24M +3,939 +0.7%
IC
460
IEQ Capital
California
$191M -$5.05M -15,983 -3%
VPIM
461
Vanguard Personalized Indexing Management
California
$190M +$15.3M +48,542 +9%
SCA
462
Southpoint Capital Advisors
New York
$189M +$25.3M +80,000 +15%
CW
463
Connectus Wealth
Ohio
$189M -$5.76M -18,718 -3%
KRS
464
Kentucky Retirement Systems
Kentucky
$188M -$698K -2,212 -0.4%
UB
465
UMB Bank
Missouri
$188M -$8.55M -27,081 -4%
PFP
466
Pinnacle Financial Partners
Tennessee
$187M -$9.21M -29,177 -5%
EMPI
467
Elo Mutual Pension Insurance
Finland
$187M +$2.93M +9,265 +2%
JC
468
Joho Capital
New York
$187M – – –
SC
469
Sculptor Capital
New York
$185M -$24.6M -78,000 -12%
SI
470
Scharf Investments
California
$185M -$20.1M -63,764 -10%
TAM
471
Tocqueville Asset Management
New York
$184M -$5.6M -17,729 -3%
SPIA
472
Steward Partners Investment Advisory
New York
$184M +$11M +34,873 +6%
GF
473
Gabelli Funds
New York
$183M -$8.35M -26,439 -4%
FAM
474
Foxhaven Asset Management
Virginia
$183M +$11.1M +35,000 +6%
AACR
475
ACR Alpine Capital Research
Missouri
$183M +$121K +384 +0.1%
17 18
19
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