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Microsoft Corporation institutional investment activity

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2026-08-16 08:32 UTC → 2026-08-21 08:07 UTC · added ~~removed~~

Institutional investors have demonstrated mixed activity regarding their holdings in Microsoft Corporation. Earlier reports indicated that Southpoint Capital Advisors LP increased its stake by 20.0%, while Aristotle Atlantic Partners LLC expanded its position by 3.2%. However, some entities, including Compound Planning Inc. and Epoch Investment Partners Inc., reduced their positions. During this period, China Renaissance adjusted its target price for the company from $630.00 to $550.00 while maintaining a “buy” rating. Subsequent filings showed continued diverse movements. FinArc Investments Inc. acquired 7,106 shares, and Compass Capital Management Inc. raised its stake by 2.6%. In contrast, Cim LLC reduced its stake by 28.1%, and Arete Wealth Advisors LLC decreased its position by 8.2%. Institutional investors and hedge funds collectively own approximately 71.13% of Microsoft's stock. More recent SEC filings reveal further shifts. During the second quarter, Grove Bank & Trust increased its position by 6.8%, while Legacy Solutions LLC, Ridgeline Wealth LLC, and Pacific Excel Wealth Advisors Inc. also reported increased stakes. Conversely, Paul R. Ried Financial Group LLC reduced its holdings by 6.2% during the same period. Major institutional presence remains significant, with Vanguard Group Inc. holding over 717 million shares and State Street Corp maintaining notable positions. Additionally, Norges Bank reported acquiring a new stake in the company during the fourth quarter, valued at approximately $50.66 billion.

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