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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 %
AC
2401
Allstate Corporation
Illinois
$7.84M – – –
HH
2402
HWG Holdings
Texas
$7.84M -$586K -1,855 -7%
PWAM
2403
Pinnacle West Asset Management
Wyoming
$7.81M +$166K +525 +2%
BCM
2404
Blume Capital Management
California
$7.81M -$350K -1,109 -4%
PO
2405
Private Ocean
California
$7.8M -$447K -1,417 -5%
GCM
2406
Gunderson Capital Management
South Carolina
$7.8M -$324K -1,027 -4%
WTA
2407
Washington Trust Advisors
Massachusetts
$7.79M -$31.6K -100 -0.4%
PAA
2408
Peregrine Asset Advisers
Oregon
$7.79M +$6.81M +21,574 +697%
MCCP
2409
Mission Creek Capital Partners
California
$7.79M +$360K +1,141 +5%
IIM
2410
Intact Investment Management
Quebec, Canada
$7.78M +$47.4K +150 +0.6%
SIM
2411
Seaview Investment Managers
Florida
$7.78M -$671K -2,124 -8%
BGDI
2412
BW Gestao de Investimentos
Brazil
$7.78M +$1.95M +6,163 +33%
Members Trust
2413
Members Trust
Florida
$7.76M -$274K -874 -3%
CP
2414
CenterBook Partners
Connecticut
$7.76M +$2.54M +8,045 +49%
NGM
2415
North Growth Management
British Columbia, Canada
$7.75M – – –
DJYG
2416
David J. Yvars Group
Florida
$7.75M +$37.3K +118 +0.5%
ECM
2417
Elgethun Capital Management
South Dakota
$7.74M +$163K +513 +2%
AC
2418
Annandale Capital
Texas
$7.73M -$92.5K -293 -1%
CCM
2419
Corsair Capital Management
New York
$7.73M -$80.5K -255 -1%
WWM
2420
Westwood Wealth Management
California
$7.73M -$319K -1,010 -4%
OHWA
2421
Oak Hill Wealth Advisors
Virginia
$7.73M -$349K -1,105 -4%
AC
2422
Aldebaran Capital
Indiana
$7.72M -$8.84K -28 -0.1%
VBCG
2423
Valley Brook Capital Group
Pennsylvania
$7.72M +$81.8K +259 +1%
PGWM
2424
Parisi Gray Wealth Management
New Jersey
$7.72M +$471K +1,492 +7%
TGAM
2425
TBH Global Asset Management
Tennessee
$7.72M +$14.5K +46 +0.2%
95 96
97
98 99