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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 %
WRM
3326
Weybosset Research & Management
Rhode Island
$521K -$252K -1,198 -33%
BWM
3327
Brickley Wealth Management
California
$520K – – –
CMA
3328
Cedar Mountain Advisors
Oregon
$518K -$1.47K -7 -0.3%
RFO
3329
RiverGlades Family Offices
Florida
$515K +$16.8K +80 +3%
DWA
3330
Dorsey Wright & Associates
California
$511K – – –
NVCHI
3331
New Vernon Capital Holdings II
New Jersey
$508K -$1.57M -7,477 -76%
OR
3332
Olympiad Research
Connecticut
$508K +$7.57K +36 +2%
AA
3333
AlphaMark Advisors
Kentucky
$503K -$50.5K -240 -9%
RA
3334
Riversedge Advisors
Delaware
$503K +$6.52K +31 +1%
RPSA
3335
Richard P. Slaughter Associates
Texas
$503K +$71.6K +341 +17%
BWM
3336
Biltmore Wealth Management
Arizona
$502K -$29.3K -144 -6%
DC
3337
Derby & Company
Massachusetts
$501K +$87.4K +416 +21%
GTCM
3338
Gyon Technologies Capital Management
New Jersey
$501K +$501K +2,380 New
SC
3339
Skylands Capital
Wisconsin
$500K -$105K -500 -17%
DP
3340
Denver PWM
Colorado
$499K -$3.79K -18 -0.8%
PWM
3341
Praetorian Wealth Management
California
$499K – – –
GCP
3342
GSA Capital Partners
United Kingdom
$497K -$28.4K -135 -5%
KLI
3343
Kelman-Lazarov Inc
Tennessee
$496K -$2.53K -12 -0.5%
FPIS
3344
Financial Planning & Information Services
Wisconsin
$494K – – –
MF
3345
Magnetar Financial
Illinois
$492K +$492K +2,337 New
WHAM
3346
Windmill Hill Asset Management
United Kingdom
$492K +$492K +2,339 New
PWP
3347
Personal Wealth Partners
Minnesota
$491K +$43.6K +207 +10%
CANY
3348
Caxton Associates (New York)
New York
$489K +$489K +2,327 New
SWG
3349
Summit Wealth Group
Vermont
$488K -$17.9K -85 -4%
PBF
3350
Petix & Botte Financial
California
$487K -$487K -2,308 -50%
132 133
134
135 136