MSFT icon

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 %
PAWC
3101
P.A.W. Capital
Connecticut
$1.05M -$105K -500 -9%
OIM
3102
Opus Investment Management
Massachusetts
$1.05M – – –
ARG
3103
Advisory Resource Group
Oklahoma
$1.05M -$406K -1,930 -28%
MWM
3104
MorganRosel Wealth Management
Colorado
$1.05M -$4.84K -23 -0.5%
TP
3105
Truvvo Partners
New York
$1.05M -$954K -4,541 -48%
CFG
3106
CKW Financial Group
Hawaii
$1.05M +$828K +3,900 +382%
FP
3107
Foundry Partners
Minnesota
$1.04M – – –
WR
3108
Watson Rebecca
$1.04M +$109K +520 +12%
SL
3109
Savior LLC
Massachusetts
$1.04M -$8.83K -42 -0.8%
PEA
3110
Pacific Edge Advisors
California
$1.03M -$25.2K -120 -2%
RPGK
3111
Retirement Planning Group (Kansas)
Kansas
$1.03M +$17K +81 +2%
EWF
3112
Epstein & White Financial
California
$1.03M +$17.9K +85 +2%
SFWC
3113
Strategic Family Wealth Counselors
New Jersey
$1.03M -$91.1K -433 -8%
TFCP
3114
Twin Focus Capital Partners
Massachusetts
$1.03M +$85.8K +408 +9%
EFL
3115
ERn Financial LLC
Wisconsin
$1.02M +$27.1K +129 +3%
SHWM
3116
Smith & Howard Wealth Management
Georgia
$1.02M -$45.9K -218 -4%
MCM
3117
Mainstay Capital Management
Michigan
$1.02M +$22.1K +105 +2%
HPC
3118
Hobart Private Capital
North Carolina
$1.01M +$18.3K +87 +2%
WLIM
3119
White Lighthouse Investment Management
Massachusetts
$1.01M -$3.58K -17 -0.4%
FWM
3120
FSA Wealth Management
Massachusetts
$1.01M -$77.8K -370 -7%
OWM
3121
Opes Wealth Management
California
$1.01M +$83.7K +398 +9%
SPP
3122
Single Point Partners
Massachusetts
$999K -$54.9K -261 -5%
AW
3123
Alpha Windward
Massachusetts
$998K +$217K +1,034 +28%
AA
3124
Aufman Associates
Pennsylvania
$996K -$50.5K -240 -5%
APWM
3125
Atlas Private Wealth Management
New York
$992K +$136K +647 +16%
123 124
125
126 127