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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 %
CCWM
1651
Cassaday & Co Wealth Management
Virginia
$17.9M +$471K +1,493 +3%
PCP
1652
Proficio Capital Partners
Massachusetts
$17.9M +$2.07M +6,550 +13%
ZF
1653
Zhang Financial
Michigan
$17.9M +$452K +1,422 +3%
BOSSRA
1654
B.O.S.S. Retirement Advisors
Utah
$17.8M +$883K +2,795 +5%
AR
1655
Advisory Research
Illinois
$17.8M -$266K -844 -1%
WC
1656
Westwind Capital
New Mexico
$17.8M +$215K +682 +1%
AC
1657
AMS Capital
Brazil
$17.8M +$2.91M +9,210 +20%
CCM
1658
Copeland Capital Management
Pennsylvania
$17.8M -$459K -1,454 -3%
FPAS
1659
Focus Partners Advisor Solutions
Missouri
$17.8M +$4.65M +14,739 +36%
CWM
1660
Curi Wealth Management
North Carolina
$17.7M -$1.46M -4,621 -8%
CPC
1661
Consolidated Planning Corp
Georgia
$17.7M +$139K +441 +0.8%
FHA
1662
Flagship Harbor Advisors
Massachusetts
$17.7M -$141K -448 -0.8%
SGA
1663
Strategic Global Advisors
California
$17.7M -$879K -2,785 -5%
TPCM
1664
Two Point Capital Management
New York
$17.7M -$207K -655 -1%
RIG
1665
Renaissance Investment Group
Massachusetts
$17.6M -$613K -1,940 -3%
CFSG
1666
Community Financial Services Group
Vermont
$17.6M +$17.6M +55,810 New
SWP
1667
Strategic Wealth Partners
Ohio
$17.6M +$685K +2,171 +4%
MIP
1668
Marietta Investment Partners
Wisconsin
$17.6M -$1.22M -3,855 -6%
DA
1669
DCM Advisors
New York
$17.5M -$496K -1,571 -3%
GJCM
1670
Grand Jean Capital Management
California
$17.5M +$361K +1,100 +2%
WCF
1671
West Coast Financial
California
$17.5M -$265K -838 -1%
PFM
1672
Premier Fund Managers
United Kingdom
$17.5M -$1.98M -6,300 -10%
HI
1673
Hendershot Investments
Virginia
$17.5M +$311K +985 +2%
SB
1674
Strategic Blueprint
Georgia
$17.5M +$1.79M +5,657 +11%
LCC
1675
Lincoln Capital Corp
Rhode Island
$17.5M -$99.1K -314 -0.6%
65 66
67
68 69