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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 %
AC
1276
Albar Capital
United Kingdom
$28.6M -$24.6M -77,959 -46%
BTI
1277
Blue Trust Inc
Georgia
$28.6M +$9.03M +26,520 +46%
FFBTD
1278
First Financial Bank - Trust Division
Ohio
$28.6M -$3.32M -10,519 -10%
CAC
1279
Core Alternative Capital
Georgia
$28.5M +$964K +3,054 +3%
GGS
1280
Galvin Gaustad & Stein
Arizona
$28.5M -$1.51M -4,777 -5%
CLC
1281
Charles-Lim Capital
Hong Kong
$28.4M +$28.4M +90,000 New
UAS
1282
United Asset Strategies
New York
$28.4M +$214K +677 +0.8%
CM
1283
Churchill Management
California
$28.4M -$1.18M -3,733 -4%
AAIM
1284
American Assets Investment Management
California
$28.3M – – –
GLCM
1285
Greenlea Lane Capital Management
Connecticut
$28.3M – – –
WWM
1286
Western Wealth Management
Colorado
$28.3M +$883K +2,797 +3%
PWMAG
1287
Pinnacle Wealth Management Advisory Group
New Jersey
$28.1M -$195K -619 -0.7%
1SB
1288
1ST Source Bank
Indiana
$28.1M -$368K -1,164 -1%
ETC
1289
Exchange Traded Concepts
Oklahoma
$28M +$5.95M +18,840 +27%
VWM
1290
Valley Wealth Managers
New Jersey
$28M -$1.07M -3,392 -4%
LBA
1291
Lowell Blake & Associates
Massachusetts
$27.9M +$18.7M +173,852 +202%
AO
1292
Allen Operations
New York
$27.9M – – –
SGK
1293
Steigerwald Gordon & Koch
Virginia
$27.9M -$154K -488 -0.5%
WP
1294
WMS Partners
Maryland
$27.9M -$1.17M -3,701 -4%
EWM
1295
Edge Wealth Management
New York
$27.8M -$356K -1,127 -1%
KCMH
1296
Keywise Capital Management (HK)
Hong Kong
$27.7M -$38M -120,200 -58%
EFS
1297
Essex Financial Services
Connecticut
$27.7M -$373K -1,180 -1%
OAM
1298
Ostrum Asset Management
France
$27.6M -$3.19M -10,088 -10%
MWM
1299
Madison Wealth Management
Ohio
$27.6M -$1.07M -3,398 -4%
KWA
1300
Kingswood Wealth Advisors
California
$27.5M -$3.66M -4,238 -12%
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