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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 %
AP
2826
Americana Partners
Texas
$2M -$21.7K -103 -1%
AAM
2827
Autus Asset Management
Arizona
$2M -$144K -685 -7%
OFW
2828
Omnia Family Wealth
Florida
$1.99M -$5.05K -24 -0.3%
SHJ
2829
Sharkey, Howes & Javer
Colorado
$1.99M +$400K +1,901 +25%
FWM
2830
Focused Wealth Management
New York
$1.99M -$55.1K -262 -3%
HCP
2831
Hexagon Capital Partners
Arkansas
$1.98M +$1.98M +9,802 New
HA
2832
Harfst & Associates
Wyoming
$1.98M -$188K -893 -9%
SCP
2833
Sandhill Capital Partners
New York
$1.98M +$106K +502 +6%
IFG
2834
Investors Financial Group
Minnesota
$1.98M +$41.2K +196 +2%
BBP
2835
Banco BTG Pactual
Brazil
$1.97M -$5.69M -27,048 -74%
RAM
2836
Redmond Asset Management
Virginia
$1.97M +$4.21K +20 +0.2%
GC
2837
Gilbert & Cook
Iowa
$1.96M -$904K -4,967 -32%
TWM
2838
Titus Wealth Management
California
$1.95M +$72.8K +346 +4%
ACM
2839
Aljian Capital Management
Nevada
$1.95M +$291K +1,387 +18%
VWA
2840
VERITY Wealth Advisors
United States
$1.93M -$51.1K -243 -3%
GWI
2841
Grace & White Inc
New York
$1.93M – – –
HFG
2842
Heron Financial Group
New York
$1.92M +$7.99K +38 +0.4%
TFO
2843
Tarbox Family Office
California
$1.92M -$110K -524 -5%
FWM
2844
Foresight Wealth Management
Utah
$1.92M -$67.3K -320 -3%
SFA
2845
Semmax Financial Advisors
North Carolina
$1.91M +$240K +1,142 +14%
EIP
2846
Ellis Investment Partners
Pennsylvania
$1.91M -$35.7K -170 -2%
GPWA
2847
Great Point Wealth Advisors
Massachusetts
$1.91M – – –
MFW
2848
Mosaic Family Wealth
Missouri
$1.9M +$25.4K +121 +1%
WWM
2849
WT Wealth Management
Arizona
$1.9M +$174K +829 +10%
JJ
2850
JDC-JSC
New York
$1.89M +$105K +500 +6%
112 113
114
115 116