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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 %
GIM
2926
Guild Investment Management
California
$1.61M -$246K -1,170 -13%
BFA
2927
Beacon Financial Advisory
Ohio
$1.61M +$669K +3,179 +71%
RAM
2928
Riggs Asset Management
Pennsylvania
$1.61M +$664K +2,190 +71%
EIG
2929
Ellenbecker Investment Group
Wisconsin
$1.6M -$29K -138 -2%
LWP
2930
Legacy Wealth Planning
Nevada
$1.6M +$77.4K +368 +5%
RVPG
2931
Relative Value Partners Group
$1.59M -$470K -2,234 -23%
OAM
2932
Oak Asset Management
California
$1.59M +$3.65K +17 +0.2%
GSIS
2933
Global Strategic Investment Solutions
Arizona
$1.59M +$545K +2,592 +52%
HFA
2934
Hoover Financial Advisors
Pennsylvania
$1.59M +$314K +1,492 +25%
TIM
2935
Tortoise Investment Management
New York
$1.58M -$90.8K -432 -5%
AC
2936
Aristides Capital
Kentucky
$1.58M – – –
CCM
2937
Courage Capital Management
Tennessee
$1.58M – – –
Voloridge Investment Management
2938
Voloridge Investment Management
Florida
$1.57M -$52.5M -249,815 -97%
VAM
2939
Verity Asset Management
North Carolina
$1.56M -$54.1K -257 -3%
MHR
2940
Matthew Hamilton Rosenberg
$1.56M -$4.21K -20 -0.3%
DA
2941
Detalus Advisors
Missouri
$1.55M -$210 -1 -0%
CDIA
2942
Capital Directions Investment Advisors
Georgia
$1.55M +$274K +1,301 +21%
TAM
2943
Tealwood Asset Management
Minnesota
$1.54M -$1.08M -5,111 -41%
GIM
2944
Groesbeck Investment Management
New Jersey
$1.53M +$42.1K +200 +3%
OBGC
2945
O'Brien Greene & Co
Pennsylvania
$1.53M +$62.5K +297 +4%
TWM
2946
Triton Wealth Management
Arizona
$1.52M +$34.3K +164 +2%
B
2947
Bridgeworth
Alabama
$1.52M -$58.2K -277 -4%
DLG
2948
Daniel L. Goodwin
$1.51M +$630K +3,000 +71%
FAG
2949
Financial Advisory Group
Texas
$1.51M -$133K -632 -8%
PW
2950
Peninsula Wealth
California
$1.51M +$2.31K +11 +0.2%
116 117
118
119 120