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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 %
FFP
1176
FourThought Financial Partners
Florida
$33.9M -$392K -1,240 -1%
BCAM
1177
Boston Common Asset Management
Massachusetts
$33.9M -$733K -2,321 -2%
CCM
1178
Cadian Capital Management
New York
$33.8M – – –
TCA
1179
Transcend Capital Advisors
New Jersey
$33.8M +$511K +1,618 +2%
LA
1180
Lakeside Advisors
Washington
$33.7M +$35K +111 +0.1%
NIM
1181
Nexus Investment Management
Ontario, Canada
$33.7M -$325K -1,030 -1%
AC
1182
Abbrea Capital
California
$33.5M +$276K +873 +0.8%
BCM
1183
BTC Capital Management
Iowa
$33.5M -$806K -2,554 -2%
CWM
1184
Circle Wealth Management
New Jersey
$33.5M +$18.7M +59,211 +127%
P
1185
Pitcairn
Pennsylvania
$33.3M +$3.48M +11,024 +12%
UI
1186
Untitled Investments
New York
$33.2M +$2.67M +8,455 +9%
HFM
1187
Harvest Fund Management
China
$33M -$500K -1,584 -1%
IGGA
1188
Iron Gate Global Advisors
Utah
$32.9M -$460K -1,467 -1%
HVIA
1189
Hudson Valley Investment Advisors
New York
$32.9M -$1.48M -4,680 -4%
CA
1190
CapWealth Advisors
Tennessee
$32.8M -$135K -429 -0.4%
MIC
1191
Means Investment Company
Maine
$32.8M -$797K -2,525 -2%
RSWM
1192
Robertson Stephens Wealth Management
California
$32.8M +$1.27M +4,024 +4%
BCP
1193
Blue Chip Partners
Michigan
$32.7M +$173K +547 +0.5%
RWA
1194
Ropes Wealth Advisors
Massachusetts
$32.7M -$3.85M -12,192 -11%
GP
1195
Girard Partners
Pennsylvania
$32.7M -$1.26M -3,989 -4%
PA
1196
Procyon Advisors
Connecticut
$32.6M +$10.9M +34,363 +50%
C
1197
Chescapmanager
Maryland
$32.6M – – –
ME
1198
McIlrath & Eck
Washington
$32.6M -$6.36M -20,127 -16%
CIS
1199
Connors Investor Services
Pennsylvania
$32.4M -$220K -696 -0.7%
FAT
1200
First American Trust
California
$32.4M -$590K -1,869 -2%
46 47
48
49 50