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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 %
JWM
2626
Jeppson Wealth Management
California
$2.8M +$2.8M +13,299 New
IBOK
2627
Independence Bank of Kentucky
Kentucky
$2.8M -$103K -492 -4%
TC
2628
Trust Company
Kansas
$2.79M +$437K +2,077 +19%
BPCA
2629
Bank Pictet & Cie (Asia)
Singapore
$2.79M +$40.2K +191 +1%
IC
2630
Iconiq Capital
California
$2.77M +$2.77M +13,152 New
PCM
2631
PenderFund Capital Management
British Columbia, Canada
$2.76M – – –
NSB
2632
Norway Savings Bank
Maine
$2.75M -$256K -1,215 -8%
SRAM
2633
Spouting Rock Asset Management
Pennsylvania
$2.75M +$492K +2,339 +22%
DI
2634
DAGCO Inc
Ohio
$2.74M -$105K -500 -4%
MS
2635
Mizuho Securities
Japan
$2.74M -$2.57M -12,200 -48%
CSWG
2636
Cardinal Strategic Wealth Guidance
Kentucky
$2.74M -$129K -615 -4%
ACM
2637
Ashford Capital Management
Delaware
$2.74M -$367K -1,746 -12%
CIM
2638
Corda Investment Management
Texas
$2.74M +$37.4K +178 +1%
FNBOH
2639
First National Bank of Hutchinson
Kansas
$2.73M -$37.7K -179 -1%
VWM
2640
Vigilare Wealth Management
Arizona
$2.72M -$550K -2,616 -17%
SC
2641
Schulhoff & Co
Ohio
$2.72M -$25.2K -120 -0.9%
PFT
2642
Providence First Trust
Arizona
$2.72M -$1.6M -7,597 -37%
ICM
2643
Islay Capital Management
Texas
$2.7M – – –
WCG
2644
Weaver Consulting Group
California
$2.7M +$15.8K +75 +0.6%
PRC
2645
Pearl River Capital
Michigan
$2.7M +$2.7M +12,815 New
AFAS
2646
Acorn Financial Advisory Services
Virginia
$2.69M -$53K -252 -2%
LF
2647
LifeSteps Financial
California
$2.67M +$586K +2,787 +28%
GFPC
2648
Global Financial Private Client
Florida
$2.67M -$40.8K -192 -2%
IA
2649
Independence Advisors
Pennsylvania
$2.67M – – –
SCM
2650
Southport Capital Management
Tennessee
$2.66M +$302K +1,434 +13%
104 105
106
107 108