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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 %
SAA
2526
Southeast Asset Advisors
Georgia
$3.3M -$89.6K -426 -3%
CCM
2527
Copeland Capital Management
Pennsylvania
$3.3M +$566K +2,693 +21%
MMHP
2528
Murphy Middleton Hinkle & Parker
Georgia
$3.29M -$363K -1,727 -10%
LFA
2529
Legacy Financial Advisors
Kentucky
$3.29M +$84.1K +400 +3%
BZWA
2530
Blue Zone Wealth Advisors
California
$3.28M +$903K +4,296 +38%
SIC
2531
Shoker Investment Counsel
Ohio
$3.27M -$18.9K -90 -0.6%
SAM
2532
Secure Asset Management
Michigan
$3.26M +$69.8K +332 +2%
GTAM
2533
Global Trust Asset Management
Florida
$3.25M -$596K -2,806 -15%
WA
2534
Wambolt & Associates
Colorado
$3.25M +$89.8K +427 +3%
MPIA
2535
Mountain Pacific Investment Advisers
Idaho
$3.24M -$147K -700 -4%
RIM
2536
Rockbridge Investment Management
New York
$3.24M +$96.7K +460 +3%
BCFS
2537
Butensky & Cohen Financial Security
Florida
$3.24M -$289K -1,374 -8%
TWP
2538
Tempus Wealth Planning
California
$3.23M -$267K -1,271 -8%
CA
2539
Capital Advantage
California
$3.23M -$4.62K -22 -0.1%
FC
2540
Financial Consulate
Maryland
$3.23M -$20.6K -98 -0.6%
PA
2541
Paragon Advisors
Texas
$3.23M +$848K +4,032 +36%
RZH
2542
Relyea Zuckerberg Hanson
Connecticut
$3.22M +$33.6K +153 +1%
CG
2543
Cutler Group
California
$3.22M +$1.62M +7,726 +102%
BIA
2544
Bigelow Investment Advisors
Maine
$3.21M -$52.6K -250 -2%
EWM
2545
EPG Wealth Management
Georgia
$3.21M +$10.5K +50 +0.3%
MG
2546
Mather Group
Illinois
$3.2M +$752K +3,573 +31%
APW
2547
Aurora Private Wealth
New Jersey
$3.2M +$63.7K +303 +2%
FNBOSM
2548
First National Bank of South Miami
Florida
$3.19M -$173K -825 -5%
CPSC
2549
Carl P. Sherr & Co
Massachusetts
$3.19M -$1.47K -7 -0%
IIA
2550
ICW Investment Advisors
Arizona
$3.18M -$5.68K -27 -0.2%
100 101
102
103 104