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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 %
MGIA
976
Moneta Group Investment Advisors
Missouri
$47.6M -$324K -1,026 -0.7%
SEIA
977
Signature Estate & Investment Advisors
California
$47.4M +$530K +1,677 +1%
JCM
978
JS Capital Management
New York
$47.4M -$3.16M -10,000 -6%
BCM
979
Brookstone Capital Management
Illinois
$47.4M +$5.46M +16,488 +13%
TCM
980
Tran Capital Management
California
$47.3M -$164K -519 -0.3%
DGAM
981
Desjardins Global Asset Management
Quebec, Canada
$47.2M -$12.7M -40,105 -21%
VSAM
982
Value Star Asset Management
Hong Kong
$47M -$632K -2,000 -1%
CC
983
Cornerstone Capital
California
$47M -$2.78M -8,805 -6%
AWM
984
Axxcess Wealth Management
California
$47M +$17.9M +56,789 +62%
CG
985
Caprock Group
Idaho
$47M +$371K +1,174 +0.8%
GI
986
Gradient Investments
Minnesota
$46.9M +$666K +2,110 +1%
FFWA
987
FRG Family Wealth Advisors
Washington
$46.9M +$117K +369 +0.2%
AA
988
ALPS Advisors
Colorado
$46.9M -$1.61M -5,103 -3%
WSTAM
989
Wilbanks Smith & Thomas Asset Management
Virginia
$46.7M -$123K -388 -0.3%
LBC
990
Lowe Brockenbrough & Co
Virginia
$46.7M -$2.02M -6,413 -4%
AHC
991
Adell Harriman & Carpenter
Texas
$46.7M +$482K +1,527 +1%
PCA
992
Pallas Capital Advisors
Massachusetts
$46.7M +$6.4M +18,962 +16%
MAA
993
Matrix Asset Advisors
New York
$46.5M -$553K -1,751 -1%
IUHSA
994
Itau Unibanco Holding S.A.
Brazil
$46.5M +$18.1M +57,206 +63%
CCP
995
Clough Capital Partners
Massachusetts
$46.5M +$10.9M +34,606 +31%
Simplex Trading
996
Simplex Trading
Illinois
$46.5M -$7.81M -24,720 -14%
BAM
997
Bellevue Asset Management
Washington
$46.4M -$53.4K -169 -0.1%
AF
998
Alerus Financial
North Dakota
$46.4M -$1.61M -5,092 -3%
BC
999
Burney Company
Virginia
$46.2M +$3.03M +9,583 +7%
OCM
1000
Oribel Capital Management
New York
$46.2M -$64.8M -205,300 -58%
38 39
40
41 42