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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 %
KAM
2951
Knightsbridge Asset Management
California
$1.51M +$8.62K +41 +0.6%
RWMH
2952
Riverpoint Wealth Management Holdings
Illinois
$1.51M -$38.5K -183 -2%
RIS
2953
Retirement Income Solutions
Michigan
$1.5M +$36.6K +174 +2%
IWA
2954
Intercontinental Wealth Advisors
Texas
$1.5M -$360K -1,711 -19%
WC
2955
Westhampton Capital
North Carolina
$1.5M -$7.99K -38 -0.5%
WOSD
2956
WFA of San Diego
California
$1.5M -$11.4M -54,186 -88%
EIA
2957
Eldridge Investment Advisors
New Hampshire
$1.49M +$69.8K +332 +5%
RPA
2958
Rock Point Advisors
Vermont
$1.49M -$42.1K -200 -3%
HB
2959
Horizon Bancorp
Indiana
$1.49M +$19.6K +93 +1%
AIS
2960
AM Investment Strategies
Tennessee
$1.49M +$1.49M +7,066 New
SFG
2961
Sunburst Financial Group
Alabama
$1.47M -$85.6K -407 -5%
JI
2962
Jeereddi Investments
California
$1.47M – – –
VU
2963
Vanderbilt University
Tennessee
$1.47M +$1.47M +6,990 New
AP
2964
Atwood & Palmer
Missouri
$1.47M -$93.6K -445 -6%
DIA
2965
Dean Investment Associates
Ohio
$1.47M -$954K -4,536 -39%
EP
2966
Edgestream Partners
New Jersey
$1.47M +$1.47M +6,984 New
GCA
2967
Genesee Capital Advisors
New York
$1.47M -$22.7K -108 -2%
CA
2968
Cortland Associates
Missouri
$1.46M +$82.2K +391 +6%
TVAMP
2969
Tennessee Valley Asset Management Partners
Tennessee
$1.45M +$128K +607 +10%
CP
2970
Camelot Portfolios
Ohio
$1.45M +$139K +661 +11%
CHA
2971
Cooper/Haims Advisors
New York
$1.45M -$12.8K -61 -0.9%
FAM
2972
Fenimore Asset Management
New York
$1.44M – – –
CFD
2973
Creative Financial Designs
Indiana
$1.44M -$110K -523 -7%
CC
2974
Callan Capital
California
$1.44M -$58.9K -280 -4%
HIM
2975
Hillsdale Investment Management
Ontario, Canada
$1.43M +$9.47K +45 +0.7%
117 118
119
120 121