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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 %
VFPI
3076
Vantage Financial Partners (Illinois)
Illinois
$1.16M +$84.1K +400 +8%
AAP
3077
Ardsley Advisory Partners
Connecticut
$1.16M -$26.4M -125,550 -96%
CFN
3078
Cordasco Financial Network
Florida
$1.15M +$29.2K +139 +3%
SWM
3079
Sugarloaf Wealth Management
Georgia
$1.15M -$296K -1,405 -20%
LSC
3080
Lyon Street Capital
California
$1.14M +$47.5K +226 +4%
DA
3081
DSC Advisors
Illinois
$1.14M +$280K +1,333 +33%
VFM
3082
Vivid Financial Management
California
$1.12M -$18.3K -87 -2%
PFG
3083
PAX Financial Group
Texas
$1.12M +$85.8K +408 +8%
PCWA
3084
Pacific Capital Wealth Advisors
California
$1.11M -$49K -233 -4%
OCG
3085
Opus Capital Group
Ohio
$1.11M -$160K -762 -13%
LFA
3086
Lighthouse Financial Advisors
Maryland
$1.1M -$75.5K -359 -6%
LWP
3087
Legacy Wealth Partners
California
$1.1M -$217K -1,031 -17%
PAG
3088
Pinnacle Advisory Group
Maryland
$1.1M -$48.8K -232 -4%
EWM
3089
Elmwood Wealth Management
California
$1.09M – – –
BFG
3090
Barber Financial Group
Kansas
$1.08M -$20.2K -96 -2%
DDPIC
3091
Deroy & Devereaux Private Investment Counsel
Michigan
$1.08M -$170K -807 -14%
MCM
3092
Magnolia Capital Management
New York
$1.08M +$83.1K +395 +8%
PFA
3093
Pettinga Financial Advisors
Indiana
$1.08M +$10.1K +48 +0.9%
BAMG
3094
Brand Asset Management Group
Missouri
$1.07M +$16.6K +79 +2%
HC
3095
Hamilton Capital
Ohio
$1.07M -$73.4K -349 -6%
CFO
3096
CVA Family Office
Colorado
$1.07M +$103K +491 +11%
OBWP
3097
O'Brien Wealth Partners
Massachusetts
$1.06M +$20.2K +96 +2%
LFASL
3098
Lugano Financial Advisors SA (LFA)
Switzerland
$1.06M -$19.8K -88 -2%
LWM
3099
Lionsbridge Wealth Management
Florida
$1.06M +$5.68K +27 +0.5%
XWM
3100
Xcel Wealth Management
Florida
$1.05M -$24K -114 -2%
122 123
124
125 126