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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 %
ACM
3001
Armbruster Capital Management
New York
$1.38M -$6.31K -30 -0.5%
HFAS
3002
Hummer Financial Advisory Services
Illinois
$1.37M – – –
NWA
3003
New World Advisors
Massachusetts
$1.37M +$46.7K +227 +4%
RF
3004
RHS Financial
California
$1.37M -$102K -486 -7%
SC
3005
Solstein Capital
California
$1.37M -$413K -1,965 -23%
HI
3006
Handelsinvest Investeringsforvaltning
Denmark
$1.36M -$168K -800 -11%
TC
3007
TAP Consulting
Missouri
$1.36M -$1.89K -9 -0.1%
WA
3008
WP Advisors
California
$1.36M +$999K +4,747 +280%
CWM
3009
Cedar Wealth Management
California
$1.35M -$51.9K -247 -4%
RBC
3010
Roble Belko & Company
Pennsylvania
$1.35M -$199K -945 -13%
CP
3011
Coho Partners
Pennsylvania
$1.35M -$114K -542 -8%
CC
3012
Claybrook Capital
Massachusetts
$1.35M -$21K -100 -2%
AWM
3013
Aprio Wealth Management
Georgia
$1.35M -$15.6K -74 -1%
EWP
3014
Engrave Wealth Partners
Texas
$1.34M -$132K -639 -9%
VIM
3015
Vista Investment Management
Pennsylvania
$1.34M -$63.7K -303 -5%
HR
3016
Hardy Reed
Mississippi
$1.34M +$159K +754 +13%
SWP
3017
Summit Wealth Partners
Florida
$1.34M -$10.3K -49 -0.8%
DLHL
3018
Donald L. Hagan LLC
Florida
$1.33M – – –
SA
3019
SRH Advisors
Kansas
$1.32M +$63.5K +302 +5%
PSP
3020
Principal Street Partners
Tennessee
$1.32M +$1.32M +6,261 New
MWM
3021
MinichMacGregor Wealth Management
New York
$1.31M +$127K +605 +11%
CAM
3022
Concorde Asset Management
Michigan
$1.31M +$35.4K +168 +3%
TF
3023
TimeScale Financial
Massachusetts
$1.3M +$51.4K +242 +4%
CCA
3024
Clearwater Capital Advisors
Illinois
$1.3M -$12.6K -60 -1%
RCA
3025
Reitz Capital Advisors
Michigan
$1.3M +$626K +2,979 +94%
119 120
121
122 123