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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 %
RCM
2501
Requisite Capital Management
Texas
$3.39M -$249K -1,185 -7%
REMPR
2502
Roof Eidam Maycock Peralta (REMP)
California
$3.39M -$123K -585 -4%
RC
2503
Reik & Co
New York
$3.38M +$23.1K +110 +0.7%
VI
2504
Versor Investments
New York
$3.38M +$1.18M +5,600 +54%
DCM
2505
Dimension Capital Management
Florida
$3.37M +$118K +563 +4%
WOC
2506
West Oak Capital
California
$3.36M -$149K -707 -4%
AI
2507
Accredited Investors
Minnesota
$3.36M +$147K +700 +5%
PCM
2508
Perkins Capital Management
Minnesota
$3.36M +$3.36M +15,993 New
PIG
2509
Pantheon Investment Group
California
$3.36M -$12.4K -59 -0.4%
BMC
2510
Beaton Management Company
Massachusetts
$3.36M -$42.3K -201 -1%
CCM
2511
Chickasaw Capital Management
Tennessee
$3.35M +$6.31K +30 +0.2%
SP
2512
Successful Portfolios
Florida
$3.35M -$153K -728 -4%
RSC
2513
Red Spruce Capital
Pennsylvania
$3.34M -$208K -991 -6%
FAM
2514
Fulcrum Asset Management
United Kingdom
$3.34M -$1.89M -8,867 Closed
CBFP
2515
Cedar Brook Financial Partners
Ohio
$3.34M +$47.5K +226 +1%
BCM
2516
Bienville Capital Management
New York
$3.34M -$104K -495 -3%
CGA
2517
Crescent Grove Advisors
Illinois
$3.33M -$1.13M -5,393 -25%
AWM
2518
Aberdeen Wealth Management
Illinois
$3.33M -$953K -4,530 -22%
AAM
2519
AR Asset Management
California
$3.32M -$42.1K -200 -1%
RCM
2520
RB Capital Management
Nevada
$3.32M +$241K +1,147 +8%
GCM
2521
Gables Capital Management
Florida
$3.32M +$7.15K +34 +0.2%
LWM
2522
Liberty Wealth Management
California
$3.32M -$82.7K -393 -2%
SWP
2523
Strategic Wealth Partners
Ohio
$3.32M -$398K -1,892 -11%
DA
2524
Duality Advisers
Florida
$3.31M +$3.31M +15,750 New
EM
2525
ELCO Management
New York
$3.3M -$227K -1,080 -6%
99 100
101
102 103