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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 %
NL
1901
NKCFO LLC
Illinois
$13.5M – – –
SBWIC
1902
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.5M -$15.2K -48 -0.1%
SAM
1903
Shikiar Asset Management
New York
$13.5M -$101K -321 -0.7%
SIA
1904
SeaBridge Investment Advisors
New Jersey
$13.5M +$582K +1,844 +5%
LC
1905
Lincoln Capital
Nebraska
$13.5M +$48.9K +155 +0.4%
PCM
1906
Prelude Capital Management
New York
$13.5M +$6.39M +20,233 +90%
HCA
1907
Horan Capital Advisors
Ohio
$13.5M +$219K +694 +2%
KWM
1908
Keebeck Wealth Management
Illinois
$13.4M +$86.5K +274 +0.6%
DCM
1909
Decatur Capital Management
Georgia
$13.4M – – –
HIC
1910
Harbor Island Capital
Massachusetts
$13.4M -$520K -1,648 -4%
SWA
1911
SOA Wealth Advisors
New York
$13.3M -$86.5K -274 -0.6%
SWM
1912
Silverlake Wealth Management
Vermont
$13.3M +$365K +1,156 +3%
PCIG
1913
Partners Capital Investment Group
Massachusetts
$13.3M +$2.14M +6,788 +19%
ECU
1914
Eisler Capital (US)
New York
$13.3M +$13.3M +41,968 New
KP
1915
Keel Point
Alabama
$13.2M -$107K -340 -0.8%
CCM
1916
Canal Capital Management
Virginia
$13.2M -$461K -1,460 -3%
SAM
1917
Stansberry Asset Management
Texas
$13.2M +$1.14M +3,614 +9%
OSNBOA
1918
Old Second National Bank of Aurora
Illinois
$13.2M -$348K -1,103 -3%
HI
1919
Humankind Investments
New York
$13.2M -$14.8K -47 -0.1%
NEAM
1920
New England Asset Management
Connecticut
$13.1M -$1.08M -3,431 -8%
SCA
1921
Sage Capital Advisors
South Dakota
$13.1M -$133K -422 -1%
EIM
1922
Ervin Investment Management
Washington
$13.1M -$413K -1,308 -3%
MCM
1923
Mattern Capital Management
Colorado
$13.1M +$531K +1,681 +4%
TIP
1924
Torray Investment Partners
Maryland
$13.1M -$353K -1,117 -3%
CFS
1925
CRA Financial Services
New Jersey
$13M +$30.6K +97 +0.2%
75 76
77
78 79