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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 %
CWM
3251
Concentrum Wealth Management
California
$662K – – –
AGM
3252
Alpine Global Management
New York
$659K +$659K +3,133 New
AMG
3253
Advisors Management Group
Wisconsin
$656K +$210 +1 +0%
KAM
3254
Karani Asset Management
New York
$655K -$463K -2,201 -41%
CF
3255
Corrigan Financial
Rhode Island
$655K -$25.9K -123 -4%
WIA
3256
World Investment Advisors
California
$652K -$3.57K -17 -0.5%
SC
3257
Samlyn Capital
New York
$651K +$651K +3,097 New
WCWM
3258
Willow Creek Wealth Management
California
$644K -$343K -1,629 -35%
AWA
3259
ARQ Wealth Advisors
Arizona
$644K -$1.47K -7 -0.2%
LRIC
3260
Long Road Investment Counsel
Michigan
$644K – – –
GPA
3261
Guidance Point Advisors
Massachusetts
$641K +$3.36K +16 +0.5%
CRCM
3262
Corbett Road Capital Management
Virginia
$641K +$40.2K +191 +7%
EA
3263
Elm Advisors
California
$631K -$125K -594 -17%
ACM
3264
Alethea Capital Management
Washington
$631K – – –
VNB
3265
Virginia National Bank
Virginia
$631K – – –
IWA
3266
Inspirion Wealth Advisors
Illinois
$630K +$420 +2 +0.1%
KCM
3267
Kathmere Capital Management
Pennsylvania
$629K -$285K -1,355 -31%
OAM
3268
Oberweis Asset Management
Illinois
$629K – – –
NCM
3269
Next Capital Management
New York
$627K +$210 +1 +0%
HWM
3270
HighMark Wealth Management
Minnesota
$626K -$24.8K -118 -4%
PP
3271
PrairieView Partners
Minnesota
$624K +$106K +503 +20%
QC
3272
Quadrature Capital
United Kingdom
$622K +$622K +2,959 New
PL
3273
Parkwood LLC
Ohio
$618K -$37.8M -75,498 -98%
LWA
3274
Lowe Wealth Advisors
Maryland
$617K +$10.9K +52 +2%
TFF
3275
The Family Firm
Maryland
$615K -$134K -638 -18%
129 130
131
132 133