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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 %
PCM
2676
Peregrine Capital Management
Minnesota
$2.57M +$2.57M +12,205 New
CMO
2677
Covenant Multifamily Offices
Texas
$2.57M -$536K -2,548 -17%
MA
2678
Modus Advisors
Minnesota
$2.57M +$534K +2,540 +26%
MWPCG
2679
Measured Wealth Private Client Group
New Hampshire
$2.56M +$524K +2,493 +26%
IFS
2680
Ifrah Financial Services
Arkansas
$2.55M -$49.6K -236 -2%
XF
2681
XML Financial
Maryland
$2.55M +$210K +1,000 +9%
HI
2682
Hudock Inc
Pennsylvania
$2.55M +$29.2K +139 +1%
KFA
2683
Kays Financial Advisory
Georgia
$2.55M +$28.4K +135 +1%
OFG
2684
Oxford Financial Group
Indiana
$2.55M -$62.5K -297 -2%
QCIG
2685
Quad-Cities Investment Group
Iowa
$2.54M +$220K +1,046 +9%
SWMG
2686
Signature Wealth Management Group
Georgia
$2.53M -$247K -1,174 -9%
IAP
2687
Indie Asset Partners
Indiana
$2.53M +$54.9K +261 +2%
OCPWS
2688
One Charles Private Wealth Services
Massachusetts
$2.53M -$1.18M -5,614 -32%
MPW
2689
MA Private Wealth
California
$2.52M +$3.79K +18 +0.2%
ACM
2690
Advent Capital Management
New York
$2.52M +$2.52M +12,000 New
SFWA
2691
Summit Financial Wealth Advisors
Louisiana
$2.52M -$47.4K -234 -2%
RIM
2692
Redwood Investment Management
Arizona
$2.52M -$835K -3,969 -25%
CM
2693
Caption Management
Oklahoma
$2.52M +$2.45M +11,670 +3,890%
EGA
2694
E&G Advisors
Texas
$2.52M +$27.8K +132 +1%
AA
2695
Altman Advisors
Illinois
$2.51M +$30.3K +144 +1%
WA
2696
Waverly Advisors
Alabama
$2.51M +$8.91K +44 +0.4%
WCFA
2697
Walkner Condon Financial Advisors
Wisconsin
$2.51M +$2.51M +11,917 New
APW
2698
Acima Private Wealth
Virginia
$2.5M -$9.89K -47 -0.4%
PBO
2699
Peoples Bank (Ohio)
Ohio
$2.5M -$54.9K -261 -2%
1W
2700
1776 Wealth
Georgia
$2.5M -$94.6K -450 -4%
106 107
108
109 110