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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 %
C
2551
Certuity
Florida
$3.18M +$887K +4,215 +39%
OFS
2552
OneAscent Financial Services
Alabama
$3.18M +$437K +2,076 +16%
CP
2553
Covenant Partners
Tennessee
$3.17M -$508K -2,414 -14%
WAAG
2554
Wealth Alliance Advisory Group
Kansas
$3.17M -$179K -850 -5%
TAM
2555
Todd Asset Management
Kentucky
$3.16M -$110K -525 -3%
UFG
2556
United Fire Group
Iowa
$3.16M – – –
AF
2557
Ally Financial
Michigan
$3.16M +$3.16M +15,000 New
MA
2558
MYDA Advisors
New York
$3.16M +$3.16M +15,000 New
NFAM
2559
North Fourth Asset Management
New Jersey
$3.16M +$3.16M +15,000 New
CYG
2560
Clean Yield Group
Vermont
$3.15M -$10.3K -49 -0.3%
ACA
2561
Atlas Capital Advisors
Wyoming
$3.15M -$40K -190 -1%
HR
2562
Hayden Royal
North Carolina
$3.15M +$270K +1,284 +9%
OFS
2563
Orrstown Financial Services
Pennsylvania
$3.14M -$90.1K -424 -3%
BWM
2564
BT Wealth Management
Georgia
$3.14M +$15.1K +72 +0.5%
AWA
2565
Acorn Wealth Advisors
Michigan
$3.14M -$7.99K -38 -0.3%
BFA
2566
Brendel Financial Advisors
New Hampshire
$3.14M +$66.3K +315 +2%
PBCM
2567
Point Break Capital Management
Florida
$3.13M – – –
PIM
2568
Profit Investment Management
Maryland
$3.13M +$18.5K +88 +0.6%
RWM
2569
RBA Wealth Management
California
$3.12M -$147K -697 -4%
TF
2570
TRH Financial
Iowa
$3.12M +$600K +2,854 +24%
FIA
2571
Foundations Investment Advisors
Arizona
$3.12M -$673K -3,262 -18%
SAM
2572
Security Asset Management
New York
$3.11M -$469K -2,228 -13%
FWM
2573
Fairhaven Wealth Management
Illinois
$3.11M +$91.3K +434 +3%
PK
2574
Pflug Koory
Nebraska
$3.1M -$1.68K -8 -0.1%
SCA
2575
Strategic Capital Advisers
Colorado
$3.1M -$483K -2,296 -13%
101 102
103
104 105