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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 %
MFP
2601
Meridian Financial Partners
Virginia
$2.9M +$139K +664 +5%
SAM
2602
Seelaus Asset Management
New Jersey
$2.89M +$59.7K +284 +2%
CL
2603
CIM LLC
New York
$2.89M +$821K +3,675 +40%
CIC
2604
Cornercap Investment Counsel
Georgia
$2.88M -$74.5K -354 -3%
T
2605
TRUADVICE
Florida
$2.88M +$2.88M +13,737 New
PC
2606
Port Capital
Illinois
$2.88M +$26.5K +126 +0.9%
TCM
2607
Tributary Capital Management
Nebraska
$2.87M -$113K -535 -4%
TCWM
2608
Total Clarity Wealth Management
Illinois
$2.87M -$23.8K -113 -0.8%
NERM
2609
New England Research & Management
Illinois
$2.86M -$231K -1,100 -7%
SMH
2610
Sanders Morris Harris
Texas
$2.86M +$1.4M +6,394 +96%
EWA
2611
Evolution Wealth Advisors
Florida
$2.85M +$322K +1,530 +13%
HSWM
2612
Hubbell Strickland Wealth Management
Louisiana
$2.85M +$68.8K +327 +2%
ADBIC
2613
A.D. Beadell Investment Counsel
Wisconsin
$2.84M -$568K -2,700 -17%
CWC
2614
Carolinas Wealth Consulting
North Carolina
$2.84M +$725K +3,447 +34%
NAS
2615
Nicolet Advisory Services
Wisconsin
$2.84M -$1.49M -7,071 -34%
PH
2616
Pinnacle Holdings
Oklahoma
$2.84M -$1.73M -8,205 -38%
PG
2617
Proffitt & Goodson
Tennessee
$2.84M -$136K -645 -5%
AAM
2618
Arabesque Asset Management
United Kingdom
$2.83M -$595K -2,828 -17%
AG
2619
Algert Global
California
$2.82M -$2.42M -11,496 -46%
SHA
2620
Seneca House Advisors
Virginia
$2.82M -$85.8K -408 -3%
BI
2621
Bramshill Investments
Florida
$2.82M -$2.2M -10,480 -44%
SLA
2622
Silver Lake Advisory
Utah
$2.82M -$47.5K -226 -2%
SAM
2623
Summit Asset Management
Tennessee
$2.81M +$279K +1,328 +11%
LWA
2624
Lenox Wealth Advisors
New York
$2.8M -$274K -1,302 -9%
AA
2625
Apriem Advisors
California
$2.8M +$152K +721 +6%
103 104
105
106 107