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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 %
CAM
1001
Carret Asset Management
New York
$31.8M -$714K -2,979 -2%
FAIM
1002
Financial Advocates Investment Management
Washington
$31.8M +$4.61M +19,236 +17%
SVWAG
1003
Sound View Wealth Advisors Group
Georgia
$31.8M +$8.66M +23,022 +37%
SFS
1004
Sowell Financial Services
Arkansas
$31.7M +$4.3M +17,943 +16%
MAP
1005
Managed Asset Portfolios
Michigan
$31.7M -$283K -1,179 -0.9%
PI
1006
PFS Investments
Georgia
$31.7M +$1.35M +5,628 +4%
PAI
1007
Pittenger & Anderson Inc
Nebraska
$31.7M +$300K +1,249 +1%
TW
1008
Transform Wealth
Colorado
$31.4M +$3.2M +13,335 +11%
RWP
1009
RWA Wealth Partners
Massachusetts
$31.3M +$126K +536 +0.4%
RC
1010
Roundview Capital
New Jersey
$31.3M -$31.9K -133 -0.1%
JCM
1011
JS Capital Management
New York
$31.2M -$4.8M -20,000 -13%
HI
1012
Horizon Investments
North Carolina
$31.2M +$3.91M +16,299 +14%
PR
1013
Payden & Rygel
California
$31.1M +$144K +600 +0.5%
HI
1014
Hoey Investments
Pennsylvania
$31.1M -$1.23M -5,126 -4%
ET
1015
Equitable Trust
Tennessee
$31.1M -$6.52M -27,200 -17%
CIP
1016
Cornerstone Investment Partners
Georgia
$31M +$4.55M +18,980 +17%
AC
1017
Addenda Capital
Quebec, Canada
$31M -$543K -2,265 -2%
AP
1018
Appleton Partners
Massachusetts
$31M +$504K +2,102 +2%
EFM
1019
E Fund Management
China
$30.9M +$1.93M +8,060 +7%
MC
1020
MIG Capital
California
$30.9M -$33.1K -138 -0.1%
CG
1021
Caprock Group
Idaho
$30.8M -$1.1M -4,571 -3%
LW
1022
Linscomb Wealth
Texas
$30.8M +$459K +1,912 +2%
WAM
1023
Wilsey Asset Management
California
$30.7M +$3.6K +15 +0%
FTDI
1024
First Trust Direct Indexing
Massachusetts
$30.7M +$357K +1,490 +1%
DP
1025
DDD Partners
Washington
$30.7M +$2.66M +11,093 +9%
39 40
41
42 43