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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 %
ECAM
2776
East Coast Asset Management
Massachusetts
$2.19M -$1.07M -5,100 -33%
CIAS
2777
CBIZ Investment Advisory Services
Ohio
$2.19M -$2.12M – –
HFS
2778
Howard Financial Services
Texas
$2.19M +$231K +1,096 +12%
WQ
2779
Wealth Quarterback
New Jersey
$2.18M – – –
LWM
2780
Loveless Wealth Management
Montana
$2.17M -$106K -505 -5%
BA
2781
Ballast Advisors
Minnesota
$2.17M +$39.5K +188 +2%
CIG
2782
Consolidated Investment Group
Colorado
$2.17M – – –
AWA
2783
Artemis Wealth Advisors
New York
$2.16M +$2.12M +10,067 +4,555%
AIFAIM
2784
American Institute for Advanced Investment Management
Arizona
$2.16M -$60.4K -287 -3%
MIAS
2785
Mason Investment Advisory Services
Virginia
$2.15M -$123K -586 -5%
SBWM
2786
Sunflower Bank Wealth Management
Arizona
$2.15M -$179K -850 -8%
BRC
2787
Bell Rock Capital
Delaware
$2.14M -$269K -1,280 -11%
DCM
2788
Delta Capital Management
New Jersey
$2.14M -$33.6K -160 -2%
CA
2789
Continuum Advisory
Idaho
$2.14M +$770K +3,624 +56%
JF
2790
Jump Financial
Illinois
$2.14M +$2.14M +10,156 New
SCM
2791
Sterneck Capital Management
Missouri
$2.14M -$125K -593 -6%
RG
2792
Retirement Group
California
$2.14M +$118K +560 +6%
NF
2793
Nikulski Financial
Iowa
$2.13M +$107K +510 +5%
DM
2794
Diker Management
New York
$2.13M -$731K -3,476 -26%
RWG
2795
Regal Wealth Group
California
$2.13M +$210 +1 +0%
SJIM
2796
St. Johns Investment Management
Florida
$2.13M +$122K +579 +6%
HHAM
2797
HITE Hedge Asset Management
Massachusetts
$2.13M +$459K +2,180 +27%
GAM
2798
Gould Asset Management
California
$2.13M +$23.1K +110 +1%
BG
2799
Berry Group
Massachusetts
$2.12M +$225K +1,068 +12%
ONST
2800
Old North State Trust
North Carolina
$2.12M -$199K -948 -9%
110 111
112
113 114