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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
+$1.82B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.44B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.13B
4
Capital World Investors
Capital World Investors
California
+$983M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$974M

Top Sellers

1
LAM
L2 Asset Management
Massachusetts
-$7.35B
2
TCI Fund Management
TCI Fund Management
United Kingdom
-$4.03B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.52B
4
State Street
State Street
Massachusetts
-$1.63B
5
Deutsche Bank
Deutsche Bank
Germany
-$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
TAMH
701
Taikang Asset Management (HK)
Hong Kong
$84.8M – – –
ACI
702
Alpha Cubed Investments
California
$84.8M -$3.88M -12,299 -4%
ECM
703
Evergreen Capital Management
Washington
$84.7M -$1.72M -5,442 -2%
DP
704
Dearborn Partners
Illinois
$84.6M +$691K +2,188 +0.8%
FMII
705
Farmers & Merchants Investments Inc
Nebraska
$84.5M -$760K -2,408 -0.9%
LCAM
706
London & Capital Asset Management
United Kingdom
$84M +$4.82M +15,253 +6%
KRSITF
707
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$84M -$312K -987 -0.4%
BBA
708
Baader Bank Aktiengesellschaft
Germany
$83.8M -$11.3M -35,903 -12%
NM
709
NWI Management
New York
$83.7M +$56.8M +180,000 +212%
SSWM
710
Smith Salley Wealth Management
North Carolina
$83.7M +$2.58M +8,174 +3%
CTC
711
Central Trust Company
Missouri
$83.6M -$67.9K -215 -0.1%
PL
712
Parthenon LLC
Kentucky
$83.5M -$835K -2,645 -1%
JEST
713
JTC Employer Solutions Trustee
Jersey
$83M +$28.1M +88,843 +51%
NAM
714
NorthCrest Asset Manangement
Minnesota
$83M -$300K -951 -0.4%
CGIM
715
Capital Group Investment Management
Singapore
$82.9M -$18M -57,049 -18%
BWC
716
Blue Whale Capital
United Kingdom
$82.7M +$316K +1,000 +0.4%
MMA
717
Miracle Mile Advisors
California
$82.5M -$2.76M -8,740 -3%
IP
718
Interval Partners
New York
$82.1M +$65.2M +206,345 +384%
HWM
719
HB Wealth Management
Georgia
$82.1M +$6.25M +19,794 +8%
C
720
Consulta
United Kingdom
$81.9M – – –
HJGA
721
Hardman Johnston Global Advisors
Connecticut
$81.7M +$1.29M +4,073 +2%
VI
722
Vestcor Inc
New Brunswick, Canada
$81.6M -$1.13M -3,571 -1%
KPWS
723
Kestra Private Wealth Services
Texas
$81.4M +$8.18M +25,893 +11%
NIM
724
Northeast Investment Management
Massachusetts
$81.2M +$2.53K +8 +0%
KFC
725
Klingenstein Fields & Co
New York
$80.4M +$1.8M +5,686 +2%
27 28
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