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Microsoft
MSFT

Overview Fund Activity

3,577 hedge funds and large institutions have $1.12T invested in Microsoft in 2020 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 1,350 increasing their positions, 1,850 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,577
Holders Change
+31
Holders Change %
+0.87%
% of All Funds
72.36%
Holding in Top 10
2,013
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-3.31%
% of All Funds
40.72%
New
144
Increased
1,350
Reduced
1,850
Closed
75
Calls
$20.5B
Puts
$21.3B
Net Calls
-$818M
Net Calls Change
+$177M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$2.79B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$956M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$840M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$549M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$511M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.32B
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.16B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.96B
4
CS
Credit Suisse
Switzerland
-$1.5B
5
BlackRock
BlackRock
New York
-$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
SPFA
2476
Summit Place Financial Advisors
New Jersey
$3.51M -$551K -2,620 -14%
SCM
2477
Stanley Capital Management
Texas
$3.49M -$1.56M -7,400 -31%
ICM
2478
IMS Capital Management
Oregon
$3.49M +$16.8K +80 +0.5%
SJL
2479
Shayne & Jacobs LLC
Tennessee
$3.48M -$139K -663 -4%
AMIM
2480
Aull & Monroe Investment Management
Alabama
$3.48M -$99.3K -472 -3%
THWM
2481
Taylor Hoffman Wealth Management
Virginia
$3.47M -$327K -1,556 -9%
SG
2482
StoneX Group
New York
$3.46M +$139K +663 +4%
FC
2483
Forte Capital
New York
$3.46M -$302K -1,438 -8%
CIP
2484
Cornerstone Investment Partners
Georgia
$3.46M -$63.1K -300 -2%
AS
2485
Altshuler Shaham
Israel
$3.46M +$70.7K +336 +2%
CAM
2486
Cozad Asset Management
Illinois
$3.45M -$89.8K -427 -3%
DR
2487
Davis Rea
Ontario, Canada
$3.45M +$829K +3,940 +32%
OCM
2488
Orser Capital Management
Texas
$3.44M +$163K +775 +5%
RCA
2489
Rowland Carmichael Advisors
Arizona
$3.43M +$109K +520 +3%
EWM
2490
Evermay Wealth Management
Virginia
$3.43M -$210K -996 -6%
ZAM
2491
Zevin Asset Management
Massachusetts
$3.43M +$983K +4,672 +40%
IAMOG
2492
Investors Asset Management of Georgia
Georgia
$3.43M -$103K -490 -3%
SIM
2493
SSI Investment Management
California
$3.43M -$79.3K -377 -2%
LTI
2494
Laffer Tengler Investments
Tennessee
$3.41M +$885K +4,206 +35%
SW
2495
SkyOak Wealth
Michigan
$3.41M -$1.01M -4,782 -23%
DFG
2496
Demars Financial Group
Washington
$3.41M -$6.1K -29 -0.2%
AA
2497
Argent Advisors
Louisiana
$3.4M +$91.3K +434 +3%
CRWM
2498
Castle Rock Wealth Management
California
$3.4M +$888K +4,136 +35%
DI
2499
Disciplined Investments
Oklahoma
$3.39M -$77.2K -367 -2%
FPCP
2500
Fort Point Capital Partners
California
$3.39M -$23.8K -113 -0.7%
98 99
100
101 102