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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 %
IB
1526
Iyo Bank
Japan
$20.9M – – –
FC
1527
FACT Capital
New York
$20.9M – – –
STA
1528
Summit Trail Advisors
New York
$20.8M -$366K -1,159 -2%
BRCM
1529
Bright Rock Capital Management
Massachusetts
$20.8M – – –
IC
1530
Immersion Capital
United Kingdom
$20.8M -$6.31M -19,991 -23%
CCT
1531
Chemung Canal Trust
New York
$20.8M +$10.7K +34 +0.1%
AWAG
1532
ARS Wealth Advisors Group
Florida
$20.7M -$1.16M -3,680 -5%
CVM
1533
Cheviot Value Management
California
$20.7M -$634K -2,009 -3%
WAP
1534
Wealthcare Advisory Partners
Pennsylvania
$20.7M +$266K +844 +1%
OCM
1535
One Capital Management
California
$20.6M -$1.16M -3,664 -5%
HR
1536
Howe & Rusling
New York
$20.6M -$316K -1,000 -2%
HKIM
1537
Hayek Kallen Investment Management
Alabama
$20.6M -$340K -1,076 -2%
BP
1538
Broadleaf Partners
Ohio
$20.5M -$135K -428 -0.7%
IA
1539
IFP Advisors
Florida
$20.5M -$3.09M -9,777 -13%
LOM
1540
LTS One Management
New York
$20.5M +$20.5M +65,000 New
SI
1541
Sora Investors
Pennsylvania
$20.5M +$20.5M +65,000 New
SWS
1542
SYSTM Wealth Solutions
Illinois
$20.5M -$790K -2,502 -4%
AC
1543
Arjuna Capital
North Carolina
$20.5M +$387K +1,225 +2%
JPWM
1544
Jamison Private Wealth Management
Georgia
$20.4M +$20.4M +64,545 New
CIC
1545
Canal Insurance Company
South Carolina
$20.4M – – –
SVI
1546
Strategic Vision Investment
Hong Kong
$20.4M +$13.8M +43,700 +210%
FCP
1547
Fidelis Capital Partners
Florida
$20.3M +$5.43M +17,216 +36%
M
1548
MOTCO
Texas
$20.3M -$1.24M -3,931 -6%
MC
1549
Middleton & Co
Massachusetts
$20.3M -$31.3K -99 -0.2%
YDMI
1550
Y.D. More Investments
Israel
$20.3M -$1.22M -3,856 -6%
60 61
62
63 64