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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 %
TCM
2126
Telos Capital Management
California
$10.4M +$131K +416 +1%
BFA
2127
Buttonwood Financial Advisors
Maryland
$10.3M -$38.8K -123 -0.4%
CWM
2128
Chronos Wealth Management
Florida
$10.3M -$9.47K -30 -0.1%
BBNA
2129
Bremer Bank National Association
Minnesota
$10.3M +$48.3K +153 +0.5%
CI
2130
Carroll Investors
South Carolina
$10.3M +$68.5K +217 +0.7%
SWIG
2131
Strategic Wealth Investment Group
Kentucky
$10.3M +$1.03M +3,253 +11%
AWA
2132
Artemis Wealth Advisors
New York
$10.3M – – –
SIA
2133
Strategic Investment Advisors
Michigan
$10.3M -$33.8K -107 -0.3%
GPSPJS
2134
General Pension Society PZU Joint Stock
Poland
$10.3M +$10.3M +32,500 New
MA
2135
MCF Advisors
Kentucky
$10.3M +$492K +1,557 +5%
CT
2136
Columbia Trust
Oregon
$10.3M +$165K +521 +2%
AWM
2137
Affinity Wealth Management
Delaware
$10.2M +$46.7K +148 +0.5%
BFIC
2138
Bedell Frazier Investment Counselling
California
$10.2M +$228K +722 +2%
WPC
2139
White Pine Capital
Minnesota
$10.2M -$165K -524 -2%
CWM
2140
Concentric Wealth Management
California
$10.2M -$74.2K -235 -0.7%
OIM
2141
Orca Investment Management
Oregon
$10.2M -$535K -1,693 -5%
CIM
2142
Chapman Investment Management
California
$10.2M +$330K +1,046 +3%
FWC
2143
First Washington Corp
Washington
$10.2M -$516K -1,633 -5%
FBC
2144
Fairfield, Bush & Co
Connecticut
$10.2M -$11M -34,698 -52%
AO
2145
Advisor OS
Illinois
$10.2M +$642K +2,032 +7%
CA
2146
Cornerstone Advisory
Maryland
$10.1M +$184K +583 +2%
WPIC
2147
White Pine Investment Company
Michigan
$10.1M +$2.21K +7 +0%
BONH
2148
Bank of New Hampshire
New Hampshire
$10.1M -$139K -441 -1%
CHA
2149
Carmichael Hill & Associates
Maryland
$10.1M -$26.8K -85 -0.3%
STC
2150
Sarah T. Connolly
$10.1M -$1.25M -3,965 -11%
84 85
86
87 88