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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 %
RWA
1951
Roberts Wealth Advisors
California
$12.6M +$75.8K +228 +0.6%
ST
1952
Somerset Trust
Pennsylvania
$12.6M -$779K -2,466 -6%
GAM
1953
Grandview Asset Management
Pennsylvania
$12.6M +$12.6M +39,912 New
NCGI
1954
Next Century Growth Investors
Minnesota
$12.6M – – –
SCP
1955
Seizert Capital Partners
Michigan
$12.6M -$73.9K -234 -0.6%
HIP
1956
Harrell Investment Partners
Texas
$12.6M -$1.53M -4,764 -11%
TWM
1957
TLW Wealth Management
Florida
$12.5M -$100K -317 -0.8%
SQA
1958
Simon Quick Advisors
New Jersey
$12.5M +$1.3M +4,110 +12%
WCM
1959
Whitener Capital Management
North Carolina
$12.5M -$12.3K -39 -0.1%
IPW
1960
Inlet Private Wealth
Florida
$12.5M -$618K -1,958 -5%
TIMH
1961
Tilt Investment Management Holdings
New York
$12.5M – – –
HA
1962
Herold Advisors
New York
$12.5M -$597K -1,890 -5%
TCM
1963
Traynor Capital Management
Pennsylvania
$12.5M +$77.4K +245 +0.6%
BAM
1964
Brave Asset Management
New Jersey
$12.5M -$105K -334 -0.8%
BA
1965
Birinyi Associates
Connecticut
$12.5M +$418K +1,325 +3%
CAIMH
1966
Central Asset Investments & Management Holdings
Hong Kong
$12.5M +$234K +740 +2%
CCS
1967
Concentric Capital Strategies
Connecticut
$12.4M +$5.15M +16,308 +71%
Financial Engines Advisors
1968
Financial Engines Advisors
California
$12.4M +$1.05M +3,318 +9%
IA
1969
IFG Advisory
Georgia
$12.4M +$1.16M +3,675 +10%
BFA
1970
Bill Few Associates
Pennsylvania
$12.3M +$284K +898 +2%
MS
1971
Marshall & Sullivan
Washington
$12.3M -$203K -643 -2%
GFG
1972
Greystone Financial Group
Michigan
$12.3M -$1.11M -3,512 -8%
WKWM
1973
Walter & Keenan Wealth Management
Indiana
$12.3M -$25.3K -80 -0.2%
WA
1974
WBH Advisory
Maryland
$12.3M -$1.58K -5 -0%
SS
1975
Sunbelt Securities
Texas
$12.3M -$311K -986 -2%
77 78
79
80 81