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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 %
SMFG
1501
Sumitomo Mitsui Financial Group
Japan
$21.4M +$1.24M +3,919 +6%
SWA
1502
SFMG Wealth Advisors
Texas
$21.4M +$244K +773 +1%
SSA
1503
South Street Advisors
New York
$21.4M +$176K +558 +0.8%
AAM
1504
Azzad Asset Management
Virginia
$21.3M +$165K +522 +0.8%
TFA
1505
Toth Financial Advisory
Virginia
$21.3M -$1.04M -3,283 -5%
AWA
1506
Arkadios Wealth Advisors
Georgia
$21.3M +$4.29M +13,586 +25%
ACM
1507
Anabranch Capital Management
Connecticut
$21.2M -$4.1M -13,000 -16%
JFG
1508
Jefferies Financial Group
New York
$21.2M -$6.26M -19,830 -23%
RIA
1509
Regal Investment Advisors
Michigan
$21.2M +$461K +1,460 +2%
CUAMC
1510
China Universal Asset Management Company
China
$21.2M +$1.75M +5,530 +9%
CB
1511
Community Bank
New York
$21.2M -$806K -2,554 -4%
ALAM
1512
Asahi Life Asset Management
Japan
$21.2M -$380K -1,204 -2%
FMTC
1513
Farmers & Merchants Trust Company
California
$21.1M -$335K -1,061 -2%
CT
1514
Chicago Trust
Illinois
$21.1M -$10.7K -34 -0.1%
LG
1515
Leuthold Group
Minnesota
$21.1M -$389K -1,231 -2%
LPT
1516
Legacy Private Trust
Wisconsin
$21.1M -$773K -2,449 -4%
JIC
1517
Joel Isaacson & Co
New York
$21M +$571K +1,807 +3%
QFA
1518
Quattro Financial Advisors
Texas
$21M +$7.54M +23,892 +56%
SP
1519
Symmetry Partners
Connecticut
$21M -$749K -2,373 -3%
AWM
1520
Angeles Wealth Management
California
$21M +$418K +1,325 +2%
HCM
1521
Horiko Capital Management
New York
$21M +$310K +981 +1%
SAM
1522
Sompo Asset Management
Japan
$21M -$3.85M -12,206 -16%
BDA
1523
Borer Denton & Associates
Pennsylvania
$21M +$211K +667 +1%
CC
1524
Carlson Capital
Texas
$20.9M +$18.6M +58,785 +784%
HP
1525
Hosking Partners
United Kingdom
$20.9M -$10.5M -33,158 -33%
59 60
61
62 63