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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 %
CCM
651
Cullen Capital Management
New York
$97.1M -$4.05M -12,824 -4%
MLICM
652
Metropolitan Life Insurance Company (MetLife)
New York
$97.1M -$5.25M -16,632 -5%
SFM
653
Stack Financial Management
Montana
$96.8M +$638K +2,019 +0.7%
MTC
654
McDaniel Terry & Co
Texas
$96.8M +$913K +2,893 +1%
AG
655
AIA Group
Hong Kong
$96.6M -$1.48M -4,677 -2%
FGAM
656
Financial Gravity Asset Management
Texas
$96.4M +$91.9M +175,329 +2,033%
IAA
657
Independent Advisor Alliance
North Carolina
$96.4M +$719K +2,278 +0.8%
SI
658
Stephens Inc
Arkansas
$96.1M -$8.06M -25,520 -8%
TMAM
659
Tokio Marine Asset Management
Japan
$95.8M +$2.43M +7,707 +3%
HCMT
660
Highland Capital Management (Tennessee)
Tennessee
$94.8M -$478K -1,515 -0.5%
TI
661
Tidal Investments
Wisconsin
$94.8M +$6.32M +20,018 +7%
VGM
662
Voyager Global Management
New York
$94.7M +$7.89M +25,000 +9%
HFS
663
Hantz Financial Services
Michigan
$94.5M -$41.7K -132 -0%
BHIA
664
Birch Hill Investment Advisors
Massachusetts
$94.2M -$719K -2,277 -0.8%
HMP
665
HS Management Partners
New York
$94.2M +$14.4M +45,560 +18%
MME
666
Meag Munich Ergo
Germany
$93.8M +$13.8M +43,619 +17%
ZCM
667
Ziegler Capital Management
Illinois
$93.5M -$1.77M -5,593 -2%
PCIA
668
Prime Capital Investment Advisors
Kansas
$93.3M +$1.49M +4,720 +2%
CCM
669
Chilton Capital Management
Texas
$92.7M +$3.1M +9,822 +3%
WSFS
670
Wilmington Savings Fund Society
Delaware
$92.5M -$416K -1,318 -0.4%
BRWA
671
B. Riley Wealth Advisors
Florida
$92M +$4.13M +13,085 +5%
FCM
672
Fortis Capital Management
Washington
$91.7M +$398K +1,259 +0.4%
PWP
673
Private Wealth Partners
California
$91.5M -$942K -2,983 -1%
MWM
674
Mission Wealth Management
California
$91.4M +$9.29M +29,419 +11%
WB
675
WesBanco Bank
West Virginia
$91.2M +$5.38M +17,036 +6%
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