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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 %
CCG
1326
Cypress Capital Group
Florida
$26.8M +$315K +997 +1%
SVWAG
1327
Sound View Wealth Advisors Group
Georgia
$26.7M +$1.74M +5,518 +7%
NFG
1328
Nations Financial Group
Iowa
$26.7M -$559K -1,771 -2%
NS
1329
NBC Securities
Alabama
$26.6M +$26.6M +84,278 New
AWM
1330
Avitas Wealth Management
California
$26.6M -$654K -2,072 -2%
YLHM
1331
Yelin Lapidot Holdings Management
Israel
$26.6M +$26.6M +84,780 New
PAS
1332
Professional Advisory Services
Florida
$26.6M +$654K +2,072 +3%
MAM
1333
Mark Asset Management
New York
$26.5M -$1.6M -5,070 -6%
BP
1334
BBR Partners
New York
$26.4M +$18.6M +59,014 +240%
GGI
1335
Godsey & Gibb Inc
Virginia
$26.3M -$490K -1,553 -2%
GIP
1336
Greatmark Investment Partners
Georgia
$26.2M -$686K -2,173 -3%
RCM
1337
Rings Capital Management
Illinois
$26.2M – – –
JAG
1338
Journey Advisory Group
Kentucky
$26.2M +$438K +1,388 +2%
SAM
1339
SP Asset Management
California
$26.2M +$33.2K +105 +0.1%
CCA
1340
Checchi Capital Advisers
California
$26.2M -$917K -2,903 -3%
CC
1341
Criteria Caixa
Spain
$26.2M -$1.85M -5,848 -7%
MG
1342
Mather Group
Illinois
$26.1M +$3.32M +10,522 +15%
BFC
1343
Blue Fin Capital
Rhode Island
$26.1M +$276K +873 +1%
SAM
1344
Synergy Asset Management
Washington
$26.1M +$1.46M +4,610 +6%
TA
1345
TruWealth Advisors
Louisiana
$26.1M -$4.52M -14,321 -15%
ECG
1346
Edge Capital Group
Georgia
$26M -$6.99M -22,130 -21%
GWM
1347
Geneos Wealth Management
Colorado
$26M +$1.01M +3,209 +4%
CAM
1348
Centre Asset Management
New York
$25.9M -$1.36M -4,296 -5%
ACA
1349
Anchor Capital Advisors
Massachusetts
$25.9M -$5.41M -17,135 -17%
VCA
1350
Verdence Capital Advisors
Maryland
$25.8M +$2M +6,345 +8%
52 53
54
55 56