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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 %
ACM
1801
Allred Capital Management
Texas
$15M -$685K -2,170 -4%
HW
1802
Hedeker Wealth
Illinois
$15M +$1.02M +3,237 +7%
KF
1803
Krilogy Financial
Missouri
$14.9M -$255K -808 -2%
PCMK
1804
Paragon Capital Management (Kansas)
Kansas
$14.9M -$144K -455 -1%
MFS
1805
Madrona Financial Services
Washington
$14.9M +$2.05M +6,486 +16%
AWCI
1806
Alpine Woods Capital Investors
New York
$14.9M +$267K +847 +2%
BW
1807
Bison Wealth
Georgia
$14.9M -$917K -2,904 -6%
BIA
1808
Biondo Investment Advisors
Pennsylvania
$14.9M -$95.4K -302 -0.6%
MHS
1809
M Holdings Securities
Oregon
$14.9M +$5.68M +17,984 +62%
GAG
1810
GM Advisory Group
New York
$14.8M -$332K -1,051 -2%
FVWA
1811
Foster Victor Wealth Advisors
South Carolina
$14.8M -$398K -1,216 -3%
CWP
1812
CFM Wealth Partners
Texas
$14.8M +$651K +2,062 +5%
CA
1813
Claro Advisors
Massachusetts
$14.8M +$447K +1,415 +3%
AFGAS
1814
Allegiance Financial Group Advisory Services
Virginia
$14.8M -$234K -741 -2%
MWA
1815
Miller Wealth Advisors
Colorado
$14.8M +$396K +1,255 +3%
SIP
1816
Stoneridge Investment Partners
Pennsylvania
$14.8M -$230K -727 -2%
LOPW
1817
Live Oak Private Wealth
North Carolina
$14.8M +$14.2K +45 +0.1%
APP
1818
Avantax Planning Partners
Iowa
$14.8M -$1.36M -4,301 -8%
MBT
1819
Montecito Bank & Trust
California
$14.7M +$32.2K +102 +0.2%
RGC
1820
Roberts, Glore & Co
Illinois
$14.7M -$139K -441 -0.9%
HBCM
1821
Heron Bay Capital Management
Michigan
$14.7M +$584K +1,850 +4%
CCM
1822
Consolidated Capital Management
California
$14.7M -$364K -1,154 -2%
BRM
1823
Boston Research & Management
Massachusetts
$14.7M -$474K -1,501 -3%
FFM
1824
Forum Financial Management
Illinois
$14.7M -$167K -530 -1%
GL
1825
Governors Lane
New York
$14.6M +$14.6M +46,300 New
71 72
73
74 75