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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 %
HI
1051
Hoey Investments
Pennsylvania
$41.6M +$560K +1,774 +1%
BFIM
1052
Beese Fulmer Investment Management
Ohio
$41.5M -$612K -1,937 -1%
SGDR
1053
SPX Gestao de Recursos
Brazil
$41.4M +$41.4M +131,210 New
MIA
1054
MainStreet Investment Advisors
Illinois
$41.3M -$1.15M -3,639 -3%
BAM
1055
Bell Asset Management
Australia
$41.2M +$26M +82,221 +170%
USCWA
1056
U.S. Capital Wealth Advisors
Texas
$41.2M +$754K +2,387 +2%
JWM
1057
Jackson Wealth Management
Florida
$41.2M -$275K -872 -0.7%
TI
1058
Trexquant Investment
Connecticut
$41.1M +$41.1M +130,179 New
YC
1059
Yarbrough Capital
Tennessee
$41M – – –
JCM
1060
Junto Capital Management
New York
$40.8M +$852K +2,698 +2%
TFS
1061
Thoroughbred Financial Services
Tennessee
$40.8M +$9.22M +29,215 +29%
GMF
1062
Grace & Mercy Foundation
New York
$40.8M +$2.05M +6,500 +5%
CCA
1063
Cobblestone Capital Advisors
New York
$40.8M -$185K -585 -0.5%
PI
1064
Pennant Investors
New Jersey
$40.7M -$1.58M -5,000 -4%
RWM
1065
Ritholtz Wealth Management
New York
$40.7M +$1.63M +5,171 +4%
PIA
1066
Petredis Investment Advisors
Pennsylvania
$40.6M +$53.7K +170 +0.1%
NI
1067
Noked Israel
Israel
$40.6M +$4.02M +12,736 +11%
WIC
1068
Willis Investment Counsel
Georgia
$40.5M -$8.56M -27,108 -17%
NSEDCP
1069
NJ State Employees Deferred Compensation Plan
New Jersey
$40.4M -$1.11M -3,500 -3%
VCAM
1070
Van Cleef Asset Management
Ohio
$40.1M -$57.2K -181 -0.1%
CB
1071
Cadence Bank
Mississippi
$40.1M -$200K -633 -0.5%
TAIM
1072
Te Ahumairangi Investment Management
New Zealand
$39.9M -$4.53M -14,355 -10%
GKWIM
1073
Gerber Kawasaki Wealth & Investment Management
California
$39.5M +$185K +585 +0.5%
SRC
1074
Shufro Rose & Co
New York
$39.5M -$234K -742 -0.6%
EF
1075
Empowered Funds
Pennsylvania
$39.5M +$3.43M +10,853 +10%
41 42
43
44 45