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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 %
TCPWM
2876
Traverso Chambers Private Wealth Management
California
$1.78M +$228K +1,084 +15%
CBA
2877
Coastal Bridge Advisors
Connecticut
$1.78M -$153K -729 -8%
SWRP
2878
Summit Wealth & Retirement Planning
California
$1.77M -$51.8K -246 -3%
SPL
2879
Smart Portfolios LLC
Washington
$1.77M – – –
EA
2880
Emerald Advisors
Washington
$1.76M +$514K +2,446 +41%
PW
2881
Price Wealth
Texas
$1.75M +$1.46M +6,951 +516%
ACWM
2882
Adams Chetwood Wealth Management
North Carolina
$1.74M +$210 +1 +0%
CCB
2883
Cutter & Co Brokerage
Missouri
$1.73M +$161K +765 +10%
ACA
2884
Affinity Capital Advisors
California
$1.72M -$10.7K -51 -0.6%
SIMM
2885
Stillwater Investment Management (Minnesota)
Minnesota
$1.72M +$7.36K +35 +0.4%
B
2886
Brightworth
Georgia
$1.71M +$129K +611 +8%
AP
2887
Adero Partners
California
$1.71M +$464K +2,207 +37%
SIC
2888
SFE Investment Counsel
California
$1.71M -$39.3K -187 -2%
PFWA
2889
Paces Ferry Wealth Advisors
Georgia
$1.71M +$1.71M +8,127 New
22CM
2890
20/20 Capital Management
California
$1.71M +$2.1K +10 +0.1%
CCA
2891
Column Capital Advisors
Indiana
$1.7M -$140K -667 -8%
AWCI
2892
Alpine Woods Capital Investors
New York
$1.7M +$689K +3,275 +68%
TI
2893
Truehand Inc
New Hampshire
$1.7M – – –
PM
2894
Parametrica Management
Hong Kong
$1.7M +$486K +2,315 +40%
SDH
2895
Sloy Dahl & Holst
Washington
$1.7M +$87.2K +406 +5%
FAM
2896
Flaharty Asset Management
Florida
$1.69M +$1.47K +7 +0.1%
SFG
2897
StrategIQ Financial Group
Indiana
$1.69M +$85.2K +405 +5%
GSC
2898
G&S Capital
Colorado
$1.69M +$124K +588 +8%
OFG
2899
OmniStar Financial Group
North Carolina
$1.69M +$648K +3,082 +62%
AA
2900
Advisory Alpha
Michigan
$1.69M -$11.8K -56 -0.7%
114 115
116
117 118