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Microsoft
MSFT

Overview Fund Activity

4,822 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, 2,086 reducing their positions, and 90 closing their positions.

Holders
4,822
Holders Change
+47
Holders Change %
+0.98%
% of All Funds
76.91%
Holding in Top 10
2,657
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-0.34%
% of All Funds
42.38%
New
190
Increased
2,188
Reduced
2,086
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
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$1.82B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.44B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$36.8B
5
Capital World Investors
5
Capital World Investors
California
$28B

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 Market Value Shares Shares
Change 		Shares
Change %
FCG
4876
Financial Connections Group
California
– – -4,549 Closed
CF
4877
Corrigan Financial
Rhode Island
– – -4,211 Closed
VI
4878
Versor Investments
New York
– – -4,146 Closed
CAM
4879
CenterStar Asset Management
Illinois
– – -3,919 Closed
DF
4880
Donoghue Forlines
Massachusetts
– – -3,678 Closed
AAMC
4881
Asset Allocation & Management Company
Illinois
– – -3,000 Closed
RC
4882
Resonate Capital
California
– – -2,942 Closed
MM
4883
MQS Management
New York
– – -2,580 Closed
SWG
4884
Summit Wealth Group
Vermont
– – -2,370 Closed
TAIM
4885
TD Ameritrade Investment Management
Nebraska
– – -2,254 Closed
NICM
4886
Neo Ivy Capital Management
New York
– – -2,076 Closed
JF
4887
Joule Financial
Kentucky
– – -1,813 Closed
TCA
4888
Troluce Capital Advisors
Puerto Rico
– – -1,500 Closed
TM
4889
Triatomic Management
California
– – -1,443 Closed
BBL
4890
Beck Bode LLC
Massachusetts
– – -1,365 Closed
AAM
4891
Ameraudi Asset Management
New York
– – -1,180 Closed
RWM
4892
Rockwood Wealth Management
Pennsylvania
– – -1,069 Closed
RFS
4893
Retirement Financial Solutions
Tennessee
– – -1,003 Closed
FPCG
4894
Forum Private Client Group
Indiana
– – -948 Closed
CA
4895
Crane Advisory
California
– – -936 Closed
TWM
4896
Tanglewood Wealth Management
Texas
– – -910 Closed
OTL
4897
Oak Thistle LLC
New York
– – -880 Closed
CWM
4898
Certus Wealth Management
California
– – -834 Closed
IFU
4899
iSAM Funds (UK)
United Kingdom
– – -796 Closed
SIAS
4900
Summit Investment Advisory Services
Minnesota
– – -693 Closed
194 195
196
197 198