MSFT icon

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 %
MA
1001
Montag & Associates
Georgia
$46.1M -$478K -1,515 -1%
BFO
1002
Boston Family Office
Massachusetts
$46M -$572K -1,813 -1%
JWBC
1003
J.W. Burns & Co
New York
$46M -$463K -1,467 -1%
BP
1004
Ballentine Partners
Massachusetts
$45.6M +$2.52M +7,992 +6%
SIMG
1005
Sonora Investment Management Group
Arizona
$45.1M +$173K +547 +0.4%
GCM
1006
Gladius Capital Management
Illinois
$45M +$45M +142,665 New
FSA
1007
Fort Sheridan Advisors
Illinois
$45M +$1.56M +4,941 +4%
CAMG
1008
CWA Asset Management Group
Florida
$45M +$2.08M +6,588 +5%
CAM
1009
Capco Asset Management
Florida
$44.9M +$29K +92 +0.1%
ERIM
1010
Eagle Ridge Investment Management
Connecticut
$44.9M -$2.47M -7,834 -5%
NO
1011
Ninety One
South Africa
$44.8M +$6.38M +20,135 +17%
ATI
1012
Act Two Investors
California
$44.7M +$1.24M +3,935 +3%
WANY
1013
Wealthspire Advisors (New York)
New York
$44.5M +$8.89M +28,153 +25%
FTDI
1014
First Trust Direct Indexing
Massachusetts
$44.5M +$2.26M +7,145 +5%
GFS
1015
GYL Financial Synergies
Connecticut
$44.3M -$1.63M -5,151 -4%
SCI
1016
S&CO Inc
Massachusetts
$44.1M +$308K +976 +0.7%
DWT
1017
Dorsey & Whitney Trust
South Dakota
$44M +$229K +725 +0.5%
PCM
1018
Parsons Capital Management
Rhode Island
$43.9M +$75.5K +239 +0.2%
GC
1019
Guardian Capital
Ontario, Canada
$43.9M -$4.78M -15,136 -10%
TCOT
1020
Trust Company of Toledo
Ohio
$43.8M +$2.22M +7,042 +5%
LRPA
1021
L. Roy Papp & Associates
Arizona
$43.6M -$102K -323 -0.2%
BOH
1022
Bank of Hawaii
Hawaii
$43.3M +$294K +931 +0.7%
AFG
1023
Albion Financial Group
Utah
$43.2M -$349K -1,104 -0.8%
MCM
1024
McKinley Capital Management
Alaska
$43.1M -$3.31M -10,482 -7%
BFA
1025
Beaumont Financial Advisors
Massachusetts
$43M -$273K -865 -0.6%
39 40
41
42 43