MSFT icon

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 %
IRC
2576
Investors Research Corp
Georgia
$3.09M – – –
JF
2577
JSF Financial
California
$3.08M +$77K +366 +3%
ATWA
2578
Arbor Trust Wealth Advisors
Michigan
$3.08M -$51.5K -245 -2%
BSAM
2579
Blue Square Asset Management
New York
$3.07M -$21.7K -103 -0.7%
BIP
2580
Brandes Investment Partners
California
$3.06M -$25M -118,622 -89%
RWA
2581
Redhawk Wealth Advisors
Minnesota
$3.06M +$958K +4,553 +46%
AIC
2582
Ayalon Insurance Company
Israel
$3.05M -$1.9K -9 -0.1%
WAS
2583
Wealth Advisory Solutions
Indiana
$3.05M -$261K -1,241 -8%
GA
2584
Geller Advisors
New York
$3.05M +$62.3K +296 +2%
PFA
2585
Paradigm Financial Advisors
Missouri
$3.04M +$164K +779 +6%
RA
2586
Rational Advisors
New York
$3.04M +$743K +3,532 +32%
NCM
2587
New Capital Management
Texas
$3.03M – – –
AIC
2588
Archer Investment Corporation
Indiana
$3.01M -$82.4K -392 -3%
MFG
2589
Menard Financial Group
Texas
$3M +$1.26M +5,998 +73%
AP
2590
Arlington Partners
Alabama
$3M -$10.7K -51 -0.4%
OCM
2591
Olstein Capital Management
New York
$2.99M -$210K -1,000 -7%
RW
2592
REDW Wealth
New Mexico
$2.99M -$235K -1,116 -7%
PMA
2593
Prudent Man Advisors
Illinois
$2.98M +$55.9K +266 +2%
RHP
2594
Royal Harbor Partners
Texas
$2.97M +$706K +3,357 +31%
FA
2595
FMA Advisory
Pennsylvania
$2.95M +$226K +1,073 +8%
GLAM
2596
Gardner Lewis Asset Management
Pennsylvania
$2.94M +$714K +3,395 +32%
RTC
2597
Riverview Trust Company
Washington
$2.94M -$271K -1,289 -8%
TFM
2598
TFC Financial Management
Massachusetts
$2.93M +$2.93M +13,908 New
BCP
2599
Berkeley Capital Partners
Georgia
$2.91M -$153K -728 -5%
WA
2600
Wealth Architects
California
$2.91M +$23.1K +110 +0.8%
102 103
104
105 106