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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 %
AA
2726
Alesco Advisors
New York
$2.38M -$53.6K -255 -2%
GBA
2727
Garrison Bradford & Associates
New York
$2.38M – – –
GWM
2728
Gray Wealth Management
Maine
$2.38M +$31.3K +149 +1%
FF
2729
Fluent Financial
Texas
$2.37M -$210K -1,000 -8%
SLWS
2730
Swaine & Leidel Wealth Services
Florida
$2.37M -$450K -2,138 -16%
PCA
2731
Peddock Capital Advisors
Massachusetts
$2.37M +$50.7K +241 +2%
PCM
2732
Palouse Capital Management
Washington
$2.36M -$1.98M -9,393 -46%
WIP
2733
Wellesley Investment Partners
Massachusetts
$2.36M -$105K -499 -4%
AO
2734
Advisor OS
Illinois
$2.35M -$302K -1,435 -11%
FBFS
2735
First Business Financial Services
Wisconsin
$2.35M -$80.1K -381 -3%
BWP
2736
BSW Wealth Partners
Colorado
$2.34M +$42.5K +202 +2%
VAG
2737
VisionPoint Advisory Group
Texas
$2.34M +$1.49M +7,077 +175%
P3I
2738
Progeny 3 Inc
Washington
$2.34M – – –
BRA
2739
Bender Robert & Associates
California
$2.34M +$287K +1,365 +14%
AFS
2740
Access Financial Services
Minnesota
$2.33M -$78.7K -374 -3%
BRG
2741
Bay Rivers Group
Virginia
$2.32M +$349K +1,660 +18%
QT
2742
Quantamental Technologies
New York
$2.32M -$4.84K -23 -0.2%
JCM
2743
JD Capital Management
Connecticut
$2.31M -$1.25M -5,938 -35%
ITIM
2744
Indiana Trust & Investment Management
Indiana
$2.31M -$117K -554 -5%
CAGAS
2745
Capital Advisory Group Advisory Services
Minnesota
$2.31M +$55.1K +262 +2%
AIA
2746
Arbor Investment Advisors
North Carolina
$2.31M +$21.5K +102 +0.9%
EI
2747
Ellevest Inc
New York
$2.3M +$64.2K +305 +3%
PHAM
2748
Palisades Hudson Asset Management
Florida
$2.3M – – –
AWM
2749
Adams Wealth Management
Utah
$2.29M -$58.7K -279 -2%
EFEM
2750
Eos Focused Equity Management
New York
$2.29M -$201K -957 -8%
108 109
110
111 112