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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 %
CAM
2651
Cacti Asset Management
Georgia
$2.66M -$419K -2,000 -14%
PWA
2652
Physician Wealth Advisors
Utah
$2.66M -$94.9K -469 -3%
FHC
2653
First Heartland Consultants
Missouri
$2.65M -$83.1K -395 -3%
CAL
2654
Capital Advisors Ltd
Ohio
$2.65M – – –
SCP
2655
Shorepoint Capital Partners
Massachusetts
$2.64M -$262K -1,247 -9%
PC
2656
Pecaut & Co
Iowa
$2.64M -$421K -2,000 -14%
W
2657
Wealthquest
Ohio
$2.63M +$2.1K +10 +0.1%
CC
2658
Colrain Capital
Massachusetts
$2.63M -$1.3M -6,166 -33%
SIA
2659
Strategic Investment Advisors
Michigan
$2.63M +$295K +1,402 +13%
OAM
2660
Optimal Asset Management
California
$2.63M +$694K +3,300 +36%
GCC
2661
Game Creek Capital
Massachusetts
$2.63M -$240K -1,140 -8%
PAA
2662
Peregrine Asset Advisers
Oregon
$2.63M -$212K -1,007 -7%
GCA
2663
Gradient Capital Advisors
California
$2.61M +$66.9K +318 +3%
PP
2664
PDS Planning
Ohio
$2.6M +$213K +1,013 +9%
SM
2665
Sciencast Management
New Jersey
$2.6M +$2.6M +11,680 New
CCM
2666
Cribstone Capital Management
Maine
$2.59M +$27.3K +130 +1%
FP
2667
Fiduciary Planning
Florida
$2.59M +$275K +1,308 +12%
BWA
2668
Burt Wealth Advisors
Maryland
$2.59M – – –
GCM
2669
Glynn Capital Management
California
$2.58M – – –
BCA
2670
Bernzott Capital Advisors
California
$2.58M -$14.9M -71,062 -85%
NG
2671
NWK Group
California
$2.58M +$59.5K +283 +2%
NCM
2672
Neumann Capital Management
California
$2.58M -$69K -328 -3%
NFSG
2673
Newbridge Financial Services Group
Florida
$2.58M +$2.58M +12,248 New
CCM
2674
Cox Capital Management
Massachusetts
$2.57M +$10.9K +52 +0.4%
EHWM
2675
Eads & Heald Wealth Management
Georgia
$2.57M -$420K -1,998 -14%
105 106
107
108 109