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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 %
MAM
801
Martingale Asset Management
Massachusetts
$66.8M -$3.73M -11,808 -5%
AAM
802
Aureus Asset Management
Massachusetts
$66.7M -$1.91M -6,037 -3%
BFG
803
Bleakley Financial Group
New Jersey
$66.7M -$2.56M -8,092 -4%
UM
804
Ulysses Management
New York
$66.4M – – –
LIP
805
Liontrust Investment Partners
United Kingdom
$66.2M -$8.2M -25,964 -11%
ZIC
806
ZWJ Investment Counsel
Georgia
$66.1M +$2.69M +8,525 +4%
KA
807
Kintegral Advisory
New York
$65.7M -$38.8K -123 -0.1%
CSS
808
Cubist Systematic Strategies
Connecticut
$65.7M +$28.8M +91,259 +78%
BMCM
809
Bryn Mawr Capital Management
Pennsylvania
$65.5M +$28.3M +89,698 +76%
MA
810
Mutual Advisors
Nebraska
$65.3M +$3.23M +10,244 +5%
VVP
811
Venture Visionary Partners
Ohio
$65.2M +$830K +2,630 +1%
WS
812
Wedbush Securities
California
$65.2M +$3.4M +10,763 +5%
VIM
813
Vinva Investment Management
Australia
$65.1M -$1.42M -4,517 -2%
SG Americas Securities
814
SG Americas Securities
New York
$65M -$109M -343,774 -63%
NPA
815
Nichols & Pratt Advisers
Massachusetts
$65M -$1.29M -4,096 -2%
DIA
816
Davidson Investment Advisors
Montana
$64.9M +$1.1M +3,482 +2%
KC
817
Kadensa Capital
Hong Kong
$64.8M -$21.1M -66,968 -25%
LCM
818
Logan Capital Management
Pennsylvania
$64.6M -$2.28M -7,227 -3%
NB
819
NBT Bank
New York
$64.2M +$35.1M +111,068 +120%
BSW
820
Buckingham Strategic Wealth
Missouri
$64.1M +$2.01M +6,352 +3%
MPM
821
Meritage Portfolio Management
Kansas
$64M -$454K -1,439 -0.7%
BA
822
Bridgewater Associates
Connecticut
$63.7M -$17.6M -55,888 -22%
VC
823
Vestor Capital
Illinois
$63.7M +$6.55M +20,742 +11%
UAM
824
UAS Asset Management
New York
$63.6M +$3.43M +10,871 +6%
USAA
825
United Services Automobile Association
Texas
$63.6M +$8.61M +27,282 +16%
31 32
33
34 35