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Microsoft
MSFT

Overview Fund Activity

4,648 hedge funds and large institutions have $1.27T invested in Microsoft in 2022 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,888 increasing their positions, 2,035 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,648
Holders Change
+172
Holders Change %
+3.84%
% of All Funds
74.99%
Holding in Top 10
2,329
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-2.18%
% of All Funds
37.58%
New
400
Increased
1,888
Reduced
2,035
Closed
131
Calls
$27.1B
Puts
$23.2B
Net Calls
+$3.93B
Net Calls Change
-$12.6B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.51B
2
BlackRock
BlackRock
New York
+$3.17B
3
Barclays
Barclays
United Kingdom
+$2.5B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.02B
5
CSA
Cottage Street Advisors
Massachusetts
+$1.34B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$8.38B
2
Capital World Investors
Capital World Investors
California
-$1.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.22B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.22B
5
GQG Partners
GQG Partners
Florida
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
876
Valeo Financial Advisors
Indiana
$40.7M +$2.95M +14,535 +8%
DWM
877
Destination Wealth Management
California
$40.7M -$1.07M -4,471 -3%
CP
878
Cumberland Partners
Ontario, Canada
$40.7M -$5.66M -23,613 -12%
BIAS
879
Beacon Investment Advisory Services
New Jersey
$40.6M +$213K +889 +0.5%
JCM
880
Jag Capital Management
Missouri
$40.6M -$1.95M -8,136 -5%
PTC
881
Philadelphia Trust Company
Pennsylvania
$40.6M -$3.59M -14,968 -8%
NSAM
882
North Star Asset Management
Wisconsin
$40.6M +$4.51M +18,785 +12%
H
883
HoyleCohen
California
$40.5M -$1.04M -4,337 -3%
MC
884
Montag & Caldwell
Georgia
$40.5M -$908K -3,785 -2%
MFAM
885
Motley Fool Asset Management
Virginia
$40.4M -$1.71M -7,142 -4%
KOCAA
886
Knights of Columbus Asset Advisors
Connecticut
$40.1M -$5.49M -22,883 -12%
VCM
887
Vigilant Capital Management
Maine
$40M +$777K +3,238 +2%
AMI
888
Amica Mutual Insurance
Rhode Island
$39.9M -$1.43M -5,976 -3%
TIA
889
Tandem Investment Advisors
South Carolina
$39.9M +$1.15M +4,775 +3%
HP
890
Hound Partners
New York
$39.8M -$15.5M -64,814 -28%
GC
891
Grimes & Company
Massachusetts
$39.7M +$1.5M +6,266 +4%
TPCW
892
TD Private Client Wealth
New York
$39.6M -$2.34M -9,735 -6%
BBA
893
BLB&B Advisors
Pennsylvania
$39.6M -$861K -3,592 -2%
PP
894
Patten & Patten
Tennessee
$39.5M -$2.41M -10,069 -6%
TAIM
895
Te Ahumairangi Investment Management
New Zealand
$39.5M +$1.36M +5,675 +4%
GL
896
Governors Lane
New York
$39.4M +$20.6M +85,795 +109%
CC
897
Cornerstone Capital
California
$39.4M +$346K +1,441 +0.9%
IWC
898
Integrated Wealth Concepts
Massachusetts
$39.4M +$902K +3,762 +2%
AAM
899
Abeille Asset Management
France
$39.3M -$179K -3,402 -0.5%
BBI
900
Baxter Bros Inc
Connecticut
$39.3M -$606K -2,525 -2%
34 35
36
37 38