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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 %
CIA
1476
CCM Investment Advisers
South Carolina
$22.1M -$533K -1,687 -2%
WRBC
1477
W.R. Berkley Corp
Connecticut
$22.1M +$22.1M +70,000 New
KCM
1478
Kingdon Capital Management
New York
$22.1M +$22.1M +70,000 New
Verition Fund Management
1479
Verition Fund Management
Connecticut
$22M +$3.84M +12,173 +21%
IWA
1480
IBEX Wealth Advisors
New Jersey
$21.9M +$21.9M +69,376 New
VCM
1481
Vision Capital Management
Oregon
$21.9M +$400K +1,268 +2%
SC
1482
Sepio Capital
Utah
$21.8M +$45.2K +143 +0.2%
BCMO
1483
Buckingham Capital Management (Ohio)
Ohio
$21.8M -$885K -2,803 -4%
CHAM
1484
Clear Harbor Asset Management
Connecticut
$21.8M -$248K -786 -1%
KFS
1485
Kurt F. Somerville
$21.8M +$183K +580 +0.8%
PCTC
1486
Perkins Coie Trust Company
Washington
$21.8M -$167K -529 -0.8%
PAM
1487
Peak Asset Management
Colorado
$21.7M -$491K -1,554 -2%
JIP
1488
Jaffetilchin Investment Partners
Florida
$21.7M +$204K +645 +0.9%
SIM
1489
Stratos Investment Management
Ohio
$21.7M -$105K -332 -0.5%
WPC
1490
Wedmont Private Capital
Pennsylvania
$21.7M +$2.85M +8,628 +15%
GCM
1491
Genus Capital Management
British Columbia, Canada
$21.6M -$1.16M -3,661 -5%
B
1492
Bellecapital
Switzerland
$21.5M -$2.21K -7 -0%
IIM
1493
Ipswich Investment Management
Massachusetts
$21.5M -$189K -600 -0.9%
ZB
1494
Zions Bancorporation
Utah
$21.5M +$712K +2,254 +3%
SC
1495
Shay Capital
New York
$21.4M +$19.4M +61,514 +961%
ANTB
1496
AMG National Trust Bank
Colorado
$21.4M +$202K +640 +1%
FFN
1497
Focus Financial Network
Minnesota
$21.4M +$803K +2,543 +4%
FMWA
1498
Forvis Mazars Wealth Advisors
Missouri
$21.4M -$907K -2,874 -4%
IAS
1499
Insigneo Advisory Services
Florida
$21.4M +$1.48M +4,691 +7%
RIL
1500
Rothschild Investment LLC
Illinois
$21.4M -$849K -2,689 -4%
58 59
60
61 62