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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 %
MCA
3051
Magnolia Capital Advisors
Mississippi
$1.24M +$25.9K +123 +2%
PFC
3052
Phocas Financial Corp
California
$1.24M +$4.2K +20 +0.3%
CMBA
3053
C.M. Bidwell & Associates
Hawaii
$1.24M -$331K -1,573 -21%
OWM
3054
Orgel Wealth Management
Wisconsin
$1.23M -$77.4K -368 -6%
FDS
3055
First Dallas Securities
Texas
$1.23M +$1.23M +5,836 New
AFA
3056
American Financial Advisors
Georgia
$1.22M -$21K -100 -2%
DCM
3057
Driehaus Capital Management
Illinois
$1.22M -$75.7K -360 -6%
TWM
3058
Tolleson Wealth Management
Texas
$1.22M – – –
PPW
3059
Pasadena Private Wealth
California
$1.22M +$26.7K +127 +2%
NEWAS
3060
N.E.W. Advisory Services
Wisconsin
$1.21M +$5.9K +28 +0.5%
CWA
3061
Clarus Wealth Advisors
Arizona
$1.21M +$28.4K +138 +2%
KPWG
3062
KFA Private Wealth Group
Virginia
$1.2M +$177K +840 +17%
CAIMH
3063
Central Asset Investments & Management Holdings
Hong Kong
$1.2M -$4.91M -23,366 -80%
KCMH
3064
Keywise Capital Management (HK)
Hong Kong
$1.2M -$583K -2,770 -33%
CCM
3065
Check Capital Management
California
$1.2M -$57.8K -275 -5%
GCMG
3066
Gyroscope Capital Management Group
Florida
$1.19M +$1.19M +5,665 New
SCP
3067
Syntal Capital Partners
Texas
$1.19M +$96.1K +457 +9%
OEP
3068
Ocean Endowment Partners
Illinois
$1.18M -$43.1K -273 -4%
SIS
3069
Sound Income Strategies
Florida
$1.18M +$62K +295 +6%
BWM
3070
BCS Wealth Management
Tennessee
$1.18M +$230K +1,096 +24%
WIC
3071
Wilkins Investment Counsel
Massachusetts
$1.17M -$5.26K -25 -0.4%
PFA
3072
Professional Financial Advisors
Nebraska
$1.17M -$115K -569 -9%
PA
3073
Parkside Advisors
California
$1.17M -$21.7K -103 -2%
WIC
3074
WealthBridge Investment Counsel
Alberta, Canada
$1.17M +$191K +910 +20%
AF
3075
Apexium Financial
Texas
$1.16M +$65.7K +313 +6%
121 122
123
124 125