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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 %
LS
876
Livforsakringsbolaget Skandia
Sweden
$59.1M -$852K -2,700 -1%
CCM
877
Compass Capital Management
Minnesota
$58.9M -$3.05M -9,648 -5%
LCM
878
LVM Capital Management
Michigan
$58.7M -$141K -445 -0.2%
VFA
879
Valeo Financial Advisors
Indiana
$58.5M +$1.62M +5,973 +3%
SIG
880
Senator Investment Group
New York
$58.4M – – –
Optiver Holding
881
Optiver Holding
Netherlands
$58.4M -$14.8M -46,759 -20%
BAAM
882
Baker Avenue Asset Management
California
$58.2M +$1.46M +4,636 +3%
AF
883
Allworth Financial
California
$57.8M +$1.88M +5,968 +3%
PIM
884
Provident Investment Management
Michigan
$57.6M -$625K -1,979 -1%
PCM
885
Prime Capital Management
Hong Kong
$57.6M -$57.6M -182,462 -50%
Jones Financial Companies
886
Jones Financial Companies
Missouri
$57.5M -$1.25M -3,958 -2%
ACM
887
Alta Capital Management
Utah
$57.5M -$1.56M -4,929 -3%
TNB
888
Thomasville National Bank
Georgia
$57.5M -$1.22M -3,875 -2%
BCM
889
Bowie Capital Management
Texas
$57.3M +$3.05M +9,671 +6%
MAM
890
Madison Asset Management
Wisconsin
$57.2M +$12.7M +40,306 +29%
SC
891
Styrax Capital
New York
$57M +$9.5M +30,077 +20%
SWM
892
Spire Wealth Management
Virginia
$56.9M +$1.42M +4,499 +3%
FLII
893
First Long Island Investors
New York
$56.9M -$2.68M -8,476 -4%
JC
894
JBF Capital
Colorado
$56.5M – – –
MYLI
895
Meiji Yasuda Life Insurance
Japan
$56.3M +$11.7M +37,036 +26%
CSPIA
896
Cary Street Partners Investment Advisory
Virginia
$56.2M +$9.61M +30,432 +21%
VCM
897
Violich Capital Management
California
$56M -$3.11M -9,854 -5%
LCS
898
Levin Capital Strategies
New York
$55.9M +$10.8M +34,194 +24%
DP
899
Dundas Partners
United Kingdom
$55.8M – – –
LF
900
Longbow Finance
Switzerland
$55.8M -$189K -600 -0.3%
34 35
36
37 38