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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 %
LF
826
Lannebo Fonder
Sweden
$63.4M – – –
MIA
827
MMBG Investment Advisors
Florida
$63.3M -$3.46M -10,950 -5%
TF
828
Talbot Financial
Washington
$63.3M -$1.48M -4,673 -2%
OC
829
Oakmont Corp
California
$63.3M -$71.4M -226,170 -53%
SFI
830
Siemens Fonds Invest
Germany
$63.3M -$828K -2,623 -1%
SCA
831
Snowden Capital Advisors
New York
$63.2M -$7.07M -22,398 -10%
PA
832
Paralel Advisors
Colorado
$63.2M – – –
FNBT
833
FineMark National Bank & Trust
Florida
$63.1M -$387K -1,226 -0.6%
NIMI
834
Natixis Investment Managers International
France
$62.8M +$327K +1,037 +0.5%
CIA
835
Choate Investment Advisors
Massachusetts
$62.8M +$11.5M +36,434 +22%
HCMG
836
Howard Capital Management Group
California
$62.7M -$124K -394 -0.2%
ACIM
837
Azimuth Capital Investment Management
Michigan
$62.7M +$7.79M +24,684 +14%
TCOV
838
Trust Company of Vermont
Vermont
$62.7M +$1.88M +5,969 +3%
CPC
839
Cookson Peirce & Co
Pennsylvania
$62.6M +$14.7M +46,630 +31%
SC
840
SouthState Corp
Florida
$62.6M -$702K -2,224 -1%
CWM
841
Calamos Wealth Management
Illinois
$62.5M -$1.14M -3,610 -2%
FAB
842
First American Bank
Illinois
$62.5M -$536K -1,696 -0.8%
AAM
843
Ardevora Asset Management
United Kingdom
$62.5M -$42.5M -134,644 -40%
NL
844
NWAM LLC
Washington
$62.4M -$18.3M -57,814 -23%
KPM
845
Kinetic Partners Management
Florida
$62.2M +$15.9M +50,200 +34%
TIA
846
Tandem Investment Advisors
South Carolina
$62.1M +$8.99M +28,478 +17%
NIM
847
NEOS Investment Management
Connecticut
$62M +$62M +196,439 New
DMIC
848
Dixon Mitchell Investment Counsel
British Columbia, Canada
$61.9M -$9.89M -31,327 -14%
LNC
849
Lincoln National Corp
Pennsylvania
$61.8M -$341K -1,081 -0.5%
FCBT
850
First Citizens Bank & Trust
North Carolina
$61.7M -$2.26M -7,165 -4%
32 33
34
35 36