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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 %
PTC
2751
Provident Trust Company
Wisconsin
$2.29M – – –
SIAS
2752
Shine Investment Advisory Services
Colorado
$2.28M +$150K +712 +7%
SKK
2753
Shepherd Kaplan Krochuk
Massachusetts
$2.28M +$172K +819 +8%
AC
2754
Apella Capital
Connecticut
$2.27M -$55.7K -265 -2%
AWM
2755
Arbor Wealth Management
Florida
$2.27M +$73.6K +350 +3%
PSC
2756
Prentiss Smith & Co
Vermont
$2.26M -$192K -913 -8%
AFA
2757
Atlanta Financial Associates
Georgia
$2.26M +$85K +404 +4%
DE
2758
Day & Ennis
Georgia
$2.26M +$103K +490 +5%
SDWIA
2759
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.26M +$372K +1,768 +20%
DCM
2760
Davidson Capital Management
Texas
$2.26M -$246K -1,169 -10%
WCAMG
2761
Woodard & Company Asset Management Group
North Carolina
$2.25M -$106K -505 -5%
EDRIA
2762
Edmonds Duncan Registered Investment Advisors
Kansas
$2.24M +$5.26K +25 +0.2%
GAMC
2763
Garner Asset Management Corp
Texas
$2.24M +$25.5K +121 +1%
FFG
2764
Fortem Financial Group
California
$2.24M +$205K +977 +10%
AIP
2765
Ahrens Investment Partners
Louisiana
$2.24M -$61.6K -293 -3%
PFA
2766
Pure Financial Advisors
California
$2.23M +$154K +734 +7%
PCMC
2767
Private Capital Management (Colorado)
Colorado
$2.23M -$240K -1,139 -10%
LIA
2768
LBMC Investment Advisors
Tennessee
$2.23M +$136K +646 +6%
MIM
2769
Miller Investment Management
Pennsylvania
$2.22M – – –
PCM
2770
Pointe Capital Management
Michigan
$2.21M +$2.95K +14 +0.1%
CFA
2771
Capstone Financial Advisors
Illinois
$2.2M -$624K -2,968 -22%
BFWA
2772
Benchmark Financial Wealth Advisors
Florida
$2.2M +$169K +805 +8%
AIM
2773
Alhambra Investment Management
Florida
$2.2M -$34.1K -162 -2%
FFS
2774
Founders Financial Securities
Maryland
$2.2M -$676K -3,214 -24%
SQA
2775
Simon Quick Advisors
New Jersey
$2.2M +$7.15K +34 +0.3%
109 110
111
112 113