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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 %
SIG
1926
Sargent Investment Group
Maryland
$13M +$1.36M +4,317 +12%
RFM
1927
Royal Fund Management
Florida
$13M -$6K -19 -0%
HDIM
1928
Hanson & Doremus Investment Management
Vermont
$13M -$141K -448 -1%
CD
1929
Chapin Davis
Maryland
$13M +$527K +1,668 +4%
PGA
1930
Portland Global Advisors
Maine
$13M -$178K -564 -1%
JWM
1931
Jupiter Wealth Management
Colorado
$12.9M +$654K +1,769 +5%
BE
1932
Bonness Enterprises
District of Columbia
$12.9M – – –
DR
1933
Davis Rea
Ontario, Canada
$12.9M +$5.14M +16,286 +67%
AT
1934
American Trust
Kentucky
$12.9M -$1.35M -4,270 -9%
AC
1935
Avestar Capital
New York
$12.9M +$728K +2,306 +6%
UWM
1936
Udine Wealth Management
Florida
$12.8M +$780K +2,469 +6%
TSAM
1937
Trinity Street Asset Management
United Kingdom
$12.8M +$351K +1,112 +3%
CW
1938
CIC Wealth
Maryland
$12.8M -$243K -770 -2%
TP
1939
Tranquility Partners
Tennessee
$12.8M +$542K +1,718 +4%
PWG
1940
Portside Wealth Group
Utah
$12.8M +$285K +903 +2%
RIA
1941
Realta Investment Advisors
Delaware
$12.8M +$11.2K +33 +0.1%
AAM
1942
Alphadyne Asset Management
New York
$12.8M +$8.94M +28,306 +232%
SHFA
1943
SS&H Financial Advisors
Michigan
$12.8M +$12.8M +40,477 New
BEI
1944
Benjamin Edwards Inc
Missouri
$12.8M +$334K +1,058 +3%
CG
1945
CFO4Life Group
Texas
$12.8M -$40.4K -128 -0.3%
NAS
1946
Nicolet Advisory Services
Wisconsin
$12.7M +$883K +2,769 +7%
ACM
1947
Argyle Capital Management
Pennsylvania
$12.7M -$210K -666 -2%
CC
1948
Codex Capital
New York
$12.6M -$758K -2,400 -6%
LJAC
1949
L.J. Altfest & Co
New York
$12.6M +$358K +1,133 +3%
MA
1950
MYDA Advisors
New York
$12.6M +$3.79M +12,000 +43%
76 77
78
79 80