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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 %
APW
2801
Austin Private Wealth
Texas
$2.11M +$313K +1,489 +17%
ESBC
2802
E.S. Barr & Co
Kentucky
$2.1M -$21K -100 -1%
W
2803
WealthOne
New York
$2.1M -$46.7K -222 -2%
KWA
2804
KCS Wealth Advisory
California
$2.1M +$45.9K +218 +2%
KFM
2805
KG Funds Management
New York
$2.1M +$2.1M +10,000 New
ACM
2806
Ativo Capital Management
Illinois
$2.1M -$222K -1,056 -10%
DAM
2807
Doheny Asset Management
California
$2.09M -$146K -695 -7%
IF
2808
IRON Financial
Illinois
$2.08M -$96.3K -458 -4%
MPW
2809
Monterey Private Wealth
California
$2.07M +$217K +1,034 +12%
AIM
2810
ARK Investment Management
Florida
$2.07M +$486K +2,310 +31%
BFG
2811
Bouchey Financial Group
New York
$2.07M +$58.1K +276 +3%
PWM
2812
Peterson Wealth Management
Nevada
$2.06M -$497K -2,363 -19%
DA
2813
Dillon & Associates
Michigan
$2.05M +$57.8K +275 +3%
SFG
2814
Sowa Financial Group
Rhode Island
$2.04M – – –
APWA
2815
Atlas Private Wealth Advisors
New Jersey
$2.04M -$26.3K -125 -1%
SEC
2816
Seven Eight Capital
New York
$2.04M +$2.04M +9,700 New
BI
2817
Ballast Inc
Kentucky
$2.04M -$74.6K -355 -4%
LB
2818
Legacy Bridge
Iowa
$2.03M +$421 +2 +0%
ZF
2819
Zhang Financial
Michigan
$2.03M -$104K -494 -5%
RC
2820
RBO & Co
California
$2.02M +$2.02M +9,600 New
LWA
2821
Lineweaver Wealth Advisors
Ohio
$2.01M +$425K +2,022 +27%
DWM
2822
Darwin Wealth Management
Florida
$2.01M -$23.3K -111 -1%
MCAI
2823
Members Capital Advisors Inc
Wisconsin
$2.01M +$2.01M +9,555 New
LC
2824
Lavaca Capital
Texas
$2.01M -$176K -836 -8%
KLWA
2825
Kelly Lawrence W & Associates
California
$2.01M – – –
111 112
113
114 115