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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 %
NCM
976
Novare Capital Management
North Carolina
$33.2M +$282K +1,175 +0.9%
PNAA
977
Pictet North America Advisors
Switzerland
$33.1M -$1.28M -5,323 -4%
PCM
978
Palouse Capital Management
Washington
$33.1M -$1.57M -883 -5%
GI
979
GAMCO Investors
Connecticut
$33.1M -$1.58M -6,590 -5%
S
980
SignatureFD
Georgia
$33M +$1.64M +6,840 +5%
SWM
981
Spire Wealth Management
Virginia
$33M +$974K +4,063 +3%
BFIM
982
Beese Fulmer Investment Management
Ohio
$32.9M +$271K +1,128 +0.8%
WDA
983
Wendell David Associates
New Hampshire
$32.9M +$33.1K +138 +0.1%
USCWA
984
U.S. Capital Wealth Advisors
Texas
$32.8M +$2.9M +12,079 +10%
TTWM
985
TCV Trust & Wealth Management
Virginia
$32.7M -$209K -873 -0.6%
HTHT
986
Hemenway Trust Hemenway Trust
New Hampshire
$32.6M +$324K +1,352 +1%
PA
987
PFG Advisors
Arizona
$32.6M +$1.36M +5,684 +4%
FCBT
988
First Citizens Bank & Trust
North Carolina
$32.5M +$8.16M +34,026 +33%
BWFA
989
Baltimore-Washington Financial Advisors
Maryland
$32.4M -$300K -1,251 -0.9%
GVAG
990
Great Valley Advisor Group
Delaware
$32.3M -$2.21M -9,236 -6%
NSEDCP
991
NJ State Employees Deferred Compensation Plan
New Jersey
$32.2M – – –
WA
992
WestEnd Advisors
North Carolina
$32.1M -$2.01M -8,362 -6%
PI
993
Pennant Investors
New Jersey
$32.1M +$14.9M +62,000 +86%
CB
994
Cadence Bank
Mississippi
$32.1M +$349K +1,455 +1%
SSA
995
Schonfeld Strategic Advisors
New York
$32.1M -$13.6M -56,851 -30%
WP
996
Wedgewood Partners
Missouri
$32M -$1.06M -4,402 -3%
MWM
997
Meridian Wealth Management
Kentucky
$32M +$1.87M +7,790 +6%
VAS
998
Vestmark Advisory Solutions
Massachusetts
$32M +$794K +3,309 +3%
MGIA
999
Moneta Group Investment Advisors
Missouri
$32M -$1.18M -4,747 -4%
PMAM
1000
Picton Mahoney Asset Management
Ontario, Canada
$32M -$3.03M -12,644 -9%
38 39
40
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