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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 %
LDFR
2701
Lehman & Derafelo Financial Resources
Pennsylvania
$2.49M +$163K +775 +7%
TC
2702
Truvestments Capital
Florida
$2.49M +$99.4K +473 +4%
BWM
2703
BigSur Wealth Management
Florida
$2.48M +$537K +2,555 +28%
KLCM
2704
KG&L Capital Management
Louisiana
$2.48M +$850K +4,041 +52%
LRIA
2705
Leonard Rickey Investment Advisors
Washington
$2.48M +$253K +1,205 +11%
CFA
2706
Cahill Financial Advisors
Minnesota
$2.48M +$34.1K +162 +1%
PBT
2707
Pictet Bank & Trust
Bahamas
$2.47M +$421K +2,000 +20%
HWA
2708
HHM Wealth Advisors
Tennessee
$2.47M +$178K +848 +8%
CWM
2709
Confluence Wealth Management
Oregon
$2.47M -$26.8K -193 -1%
TF
2710
Trek Financial
Arizona
$2.47M +$216K +1,027 +10%
IF
2711
Intrua Financial
Texas
$2.47M -$2.84M -13,095 -53%
LA
2712
LexAurum Advisors
Kansas
$2.46M -$119K -568 -5%
I
2713
INVST
Indiana
$2.45M +$93K +438 +4%
PPP
2714
Private Portfolio Partners
New Jersey
$2.45M +$176K +838 +8%
WPA
2715
West Paces Advisors
Georgia
$2.44M -$110K -525 -4%
GPFA
2716
Game Plan Financial Advisors
Ohio
$2.44M -$246K -1,168 -9%
AC
2717
Addison Capital
Pennsylvania
$2.43M -$9.68K -46 -0.4%
CC
2718
Copperleaf Capital
North Carolina
$2.43M -$6.94K -33 -0.3%
GAM
2719
Gemmer Asset Management
California
$2.43M +$1.47K +7 +0.1%
SB
2720
Sunflower Bank
Texas
$2.42M -$308K -1,464 -11%
CM
2721
Crestline Management
Texas
$2.42M +$958K +4,556 +66%
CI
2722
Centerstone Investors
New York
$2.41M – – –
QWM
2723
QP Wealth Management
New Jersey
$2.41M +$13.7K +65 +0.6%
MCM
2724
MV Capital Management
Maryland
$2.4M +$117K +554 +5%
SRC
2725
Sage Rhino Capital
California
$2.39M -$74.7K -355 -3%
107 108
109
110 111