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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 %
NSLI
676
Nan Shan Life Insurance
Taiwan
$91.1M +$19.9M +63,075 +28%
RCW
677
Rheos Capital Works
Japan
$91.1M -$4.74M -15,000 -5%
SWP
678
Stratos Wealth Partners
Ohio
$91M +$6.11M +19,355 +7%
GIA
679
Guyasuta Investment Advisors
Pennsylvania
$89.7M +$155K +491 +0.2%
GW
680
GW & Wade
Massachusetts
$88.9M +$935K +2,960 +1%
MWM
681
Meridian Wealth Management
Kentucky
$88.8M +$46.5M +147,260 +110%
BG
682
Bollard Group
Massachusetts
$88.5M +$426K +1,348 +0.5%
CIPU
683
Caledonia Investments plc (UK)
United Kingdom
$88.3M – – –
CCM
684
CloudAlpha Capital Management
Hong Kong
$88.2M +$71.9M +227,572 +439%
SH
685
SeaTown Holdings
Singapore
$88M +$27.9M +88,256 +46%
AAM
686
AMI Asset Management
California
$87.8M -$13M -41,205 -13%
OCM
687
Osterweis Capital Management
California
$87.4M -$5.55M -17,580 -6%
DWP
688
Daymark Wealth Partners
Ohio
$87.1M +$32.9M +139,841 +61%
CDH
689
Charles D. Hyman
$87M -$277K -876 -0.3%
ELI
690
Empire Life Investments
Ontario, Canada
$86.8M +$3.83M +12,142 +5%
BCV
691
Banque Cantonale Vaudoise
Switzerland
$86.7M -$4.36M -13,794 -5%
ATC
692
Argent Trust Co
Tennessee
$86.7M -$328K -1,038 -0.4%
Alyeska Investment Group
693
Alyeska Investment Group
Illinois
$86.7M -$65.8M -208,462 -43%
CIC
694
Carnegie Investment Counsel
Ohio
$86.6M -$1.54M -4,887 -2%
AWA
695
Aaron Wealth Advisors
Illinois
$86.6M +$10.6M +33,586 +14%
TSS
696
Two Sigma Securities
New York
$86.4M +$44.7M +141,515 +107%
CA
697
Cullinan Associates
Kentucky
$86M +$7.27M +23,019 +9%
SFFS
698
Stonehage Fleming Financial Services
Jersey
$85.6M -$137M -435,154 -62%
SFA
699
Sequoia Financial Advisors
Ohio
$85.4M +$5.08M +16,081 +6%
CHP
700
Castle Hook Partners
New York
$85.1M +$85.1M +269,533 New
26 27
28
29 30