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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
$68.2B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.44B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8B
4
Capital World Investors
Capital World Investors
California
$28B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$47.7B

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
$8.14M
2
TCI Fund Management
TCI Fund Management
United Kingdom
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$48B
4
State Street
State Street
Massachusetts
$91.1B
5
Deutsche Bank
Deutsche Bank
Germany
$7.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
626
Profund Advisors
Maryland
$104M -$14M -44,480 -12%
TCIM
627
TOMS Capital Investment Management
New York
$104M +$104M +329,000 New
CA
628
Clearstead Advisors
Ohio
$104M +$56.3M +178,153 +118%
CSIC
629
Clifford Swan Investment Counsel
California
$104M -$1.18M -3,752 -1%
CK
630
Cohen Klingenstein
New York
$103M – – –
KI
631
Keystone Investors
Singapore
$103M +$22.7M +71,835 +28%
AAM
632
Advisors Asset Management
Colorado
$103M -$10.2M -32,375 -9%
SEP
633
Soma Equity Partners
California
$103M – – –
ONB
634
Old National Bancorp
Indiana
$102M -$1.76M -5,565 -2%
CA
635
Cetera Advisors
Colorado
$102M +$14.4M +45,548 +16%
HIIFS
636
Harel Insurance Investments & Financial Services
Israel
$102M +$96.5M +305,622 +1,909%
HIMC
637
Heritage Investors Management Corp
Maryland
$101M -$910K -2,882 -0.9%
TC
638
Tairen Capital
Hong Kong
$101M -$38.8M -122,784 -28%
CGL
639
Clarius Group LLC
Washington
$100M -$5.27M -16,682 -5%
EB
640
Eastern Bank
Massachusetts
$100M -$1.26M -3,996 -1%
WGAM
641
Wilkinson Global Asset Management
New York
$100M -$685K -2,169 -0.7%
FPCG
642
Fort Pitt Capital Group
Pennsylvania
$99.9M -$564K -1,785 -0.6%
GT
643
Greenleaf Trust
Michigan
$99.7M +$899K +2,847 +0.9%
CIP
644
Chartwell Investment Partners
Pennsylvania
$99.5M +$5.71M +18,083 +6%
WBC
645
Westpac Banking Corp
Australia
$99.1M +$20.4M +64,746 +26%
CF
646
Cantor Fitzgerald
New York
$98.9M -$1.08M -3,435 -1%
EWM
647
Elite Wealth Management
Washington
$98.2M +$4.88M +15,461 +5%
QCM
648
Quantinno Capital Management
New York
$98.1M +$16.8M +53,077 +21%
HW
649
Hancock Whitney
Mississippi
$97.8M -$6.17M -19,548 -6%
MJRIC
650
Mogy Joel R Investment Counsel
California
$97.6M -$326K -1,033 -0.3%
24 25
26
27 28