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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 %
BWP
851
Baldwin Wealth Partners
Massachusetts
$61.5M -$2.09M -6,626 -3%
OIA
852
OneDigital Investment Advisors
Kansas
$61.5M +$3.91M +12,398 +7%
MFAM
853
Motley Fool Asset Management
Virginia
$61.5M +$4.97M +15,749 +9%
MLL
854
Moody Lynn & Lieberson
Massachusetts
$61.3M -$495K -1,567 -0.8%
ECM
855
Estabrook Capital Management
New York
$61.3M -$1.72M -5,461 -3%
KWM
856
Kingsview Wealth Management
Oregon
$61.2M +$553K +1,750 +0.9%
FBB
857
Fulton Breakefield Broenniman
Maryland
$61.1M -$93.1K -295 -0.2%
Tudor Investment Corp
858
Tudor Investment Corp
Connecticut
$61.1M -$15.3M -48,570 -20%
BFS
859
Bard Financial Services
Connecticut
$61M +$409K +1,295 +0.7%
PSP
860
Pacific Sage Partners
Washington
$60.5M -$1.37M -4,325 -2%
CAM
861
Crake Asset Management
United Kingdom
$60.3M +$20.5M +65,000 +52%
RMCM
862
Reynders McVeigh Capital Management
Massachusetts
$60.2M +$504K +1,595 +0.8%
TAM
863
Taurus Asset Management
New York
$60.2M -$611K -1,935 -1%
VCM
864
Valiant Capital Management
California
$60.1M -$7.14M -22,600 -11%
GAM
865
Gotham Asset Management
New York
$60.1M +$1.09M +3,439 +2%
NMIFOAC
866
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$60M – – –
GIP
867
Granite Investment Partners
California
$59.8M +$261K +826 +0.4%
IHL
868
Investment House LLC
California
$59.8M -$2.3M -7,293 -4%
ST
869
Sabal Trust
Florida
$59.7M -$230K -730 -0.4%
HF
870
HRT Financial
New York
$59.7M +$38.7M +122,713 +185%
VHAM
871
Van Hulzen Asset Management
California
$59.5M +$12.3M +39,034 +26%
DCM
872
Dupont Capital Management
Delaware
$59.4M -$54.5M -172,548 -48%
VIM
873
Vancity Investment Management
British Columbia, Canada
$59.3M – – –
AAIM
874
Asset Advisors Investment Management
Georgia
$59.3M -$979K -3,102 -2%
PAS
875
Park Avenue Securities
New York
$59.2M -$30.3M -95,953 -34%
33 34
35
36 37