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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 %
SCA
1101
Stillwater Capital Advisors
Pennsylvania
$38M -$388K -1,228 -1%
HT
1102
Heritage Trust
Oklahoma
$38M -$622K -1,969 -2%
SGI
1103
Summit Global Investments
Utah
$37.7M +$2.09M +6,620 +6%
CC
1104
Chicago Capital
Illinois
$37.6M -$35.4K -112 -0.1%
WTB
1105
Washington Trust Bank
Washington
$37.6M -$813K -2,575 -2%
GC
1106
Garde Capital
Washington
$37.6M -$602K -1,908 -2%
WI
1107
Wahed Invest
New York
$37.6M +$3.55M +11,230 +10%
RSVP
1108
Ramsay Stattman Vela & Price
Colorado
$37.5M -$358K -1,133 -0.9%
FB
1109
Fulton Bank
Pennsylvania
$37.2M +$1.02M +3,238 +3%
RIG
1110
RiverFront Investment Group
Virginia
$37.2M -$12.6M -39,999 -25%
PWAG
1111
Polaris Wealth Advisory Group
California
$37.1M +$6.71M +21,261 +22%
CIP
1112
Cornerstone Investment Partners
Georgia
$37.1M -$1.02M -3,243 -3%
CA
1113
Callahan Advisors
Texas
$37.1M -$308K -977 -0.8%
AIM
1114
Avity Investment Management
Connecticut
$37M +$1.78M +5,641 +5%
BWFA
1115
Baltimore-Washington Financial Advisors
Maryland
$36.9M -$291K -922 -0.8%
MSR
1116
Main Street Research
Connecticut
$36.8M +$17.5M +55,490 +91%
ATPW
1117
Ashton Thomas Private Wealth
Arizona
$36.8M +$2.11M +6,669 +6%
SIA
1118
Soltis Investment Advisors
Utah
$36.8M +$1.06M +3,367 +3%
HPG
1119
Harvest Portfolios Group
Ontario, Canada
$36.7M +$1.21M +3,833 +3%
NOCM
1120
Night Owl Capital Management
Connecticut
$36.7M -$37.3K -118 -0.1%
RF
1121
Rollins Financial
Georgia
$36.7M +$3.55M +11,248 +11%
DS
1122
DRW Securities
Illinois
$36.6M +$9.07M +28,743 +33%
AAM
1123
Auxier Asset Management
Oregon
$36.3M -$166K -527 -0.5%
PIM
1124
Penobscot Investment Management
Massachusetts
$36.3M +$5.43M +17,189 +18%
BFEC
1125
Benjamin F. Edwards & Company
Missouri
$36.3M -$1.72M -5,457 -5%
43 44
45
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