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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
3226
Ategra Capital Management
Virginia
$723K -$14.5K -69 -2%
CWM
3227
Cahaba Wealth Management
Georgia
$722K -$19.5K -93 -3%
KBFS
3228
Kohmann Bosshard Financial Services
Ohio
$717K +$42.7K +203 +6%
ACM
3229
Avalon Capital Management
California
$716K -$42.1K -200 -6%
IAA
3230
Ironsides Asset Advisors
North Carolina
$709K -$147K -700 -17%
MAG
3231
Mayfair Advisory Group
Alabama
$706K +$122K +580 +21%
SHWM
3232
Silicon Hills Wealth Management
Texas
$704K – – –
CAG
3233
Curtis Advisory Group
California
$702K – – –
PI
3234
Pachira Investments
California
$702K +$4.42K +21 +0.6%
TWA
3235
Tillar-Wenstrup Advisors
Ohio
$701K +$239K +1,137 +52%
IA
3236
IFG Advisors
Missouri
$699K +$3.37K +16 +0.5%
MPCG
3237
Matrix Private Capital Group
New York
$694K -$41.4K -197 -6%
PMG
3238
Private Management Group
California
$693K +$7.36K +35 +1%
SFP
3239
Strategic Financial Partners
Oregon
$690K +$27.3K +130 +4%
CHJWM
3240
Carlton Hofferkamp & Jenks Wealth Management
Texas
$690K +$76.7K +354 +13%
IP
3241
Interval Partners
New York
$684K +$684K +3,250 New
ST
3242
Sentinel Trust
Texas
$680K -$45.2K -215 -6%
JCIA
3243
Jackson Creek Investment Advisors
Colorado
$675K +$675K +3,207 New
PS
3244
Portfolio Strategies
New York
$673K – – –
SMM
3245
Stadion Money Management
Georgia
$673K – – –
CC
3246
Cypress Capital
Tennessee
$672K -$16.1K -73 -2%
MCC
3247
Malaga Cove Capital
California
$672K – – –
AWA
3248
Alaska Wealth Advisors
Alaska
$669K -$72.2K -343 -10%
ARM
3249
Adirondack Research & Management
New York
$668K – – –
BCA
3250
Biltmore Capital Advisors
New Jersey
$662K -$164K -778 -20%
128 129
130
131 132