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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 %
NRS
901
Neville Rodie & Shaw
New York
$55.5M -$184K -584 -0.3%
SEM
902
Suncoast Equity Management
Florida
$55.3M +$1.52M +4,811 +3%
HWA
903
Heritage Wealth Advisors
Virginia
$55.3M -$2.83M -8,949 -5%
PCOC
904
Power Corp of Canada
Canada
$55.2M – – –
CP
905
Cumberland Partners
Ontario, Canada
$55.1M -$734K -2,324 -1%
Kovitz Investment Group Partners
906
Kovitz Investment Group Partners
Illinois
$55.1M -$2.39M -7,577 -4%
BFS
907
Baskin Financial Services
Ontario, Canada
$55.1M -$1.01M -3,195 -2%
CM
908
Corvex Management
New York
$54.8M +$37.2M +117,700 +210%
SCM
909
SCS Capital Management
Massachusetts
$54.6M +$14.2M +45,034 +35%
DT
910
Diversified Trust
Tennessee
$54.4M +$10.1M +32,072 +23%
Walleye Trading
911
Walleye Trading
New York
$54.2M +$54.2M +171,806 New
AWM
912
Apollon Wealth Management
South Carolina
$54.2M -$4.82M -15,258 -8%
EGA
913
Eagle Global Advisors
Texas
$54.1M -$15.5K -49 -0%
CIA
914
Capital Investment Advisors
Georgia
$54.1M -$18.6K -59 -0%
MHIC
915
Marble Harbor Investment Counsel
Massachusetts
$53.8M -$197K -624 -0.4%
TA
916
TRB Advisors
New York
$53.7M – – –
YIA
917
YHB Investment Advisors
Connecticut
$53.6M -$285K -904 -0.5%
MAM
918
Mastrapasqua Asset Management
Tennessee
$53.4M -$422K -1,337 -0.8%
CWM
919
Congress Wealth Management
Massachusetts
$53.3M +$1.73M +5,473 +3%
SL
920
Summitry LLC
California
$53.3M -$11.1M -35,125 -17%
CCFCSB
921
Cape Cod Five Cents Savings Bank
Massachusetts
$53.3M +$26.6M +84,162 +99%
SPC
922
Sigma Planning Corp
Michigan
$53.3M -$631K -1,998 -1%
JCM
923
Jag Capital Management
Missouri
$53.3M +$320K +1,013 +0.6%
EFM
924
E Fund Management
China
$53.2M -$5.75M -18,224 -10%
WC
925
Woodstock Corp
Massachusetts
$53.1M -$931K -2,947 -2%
35 36
37
38 39