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Microsoft
MSFT

Overview Fund Activity

3,958 hedge funds and large institutions have $1.19T invested in Microsoft in 2020 Q4 according to their latest regulatory filings, with 512 funds opening new positions, 1,623 increasing their positions, 1,614 reducing their positions, and 75 closing their positions.

Holders
3,958
Holders Change
+381
Holders Change %
+10.65%
% of All Funds
70.23%
Holding in Top 10
2,048
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+1.74%
% of All Funds
36.34%
New
512
Increased
1,623
Reduced
1,614
Closed
75
Calls
$23.7B
Puts
$25.4B
Net Calls
-$1.63B
Net Calls Change
-$814M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.4B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.27B
3
Millennium Management
3
Millennium Management
New York
$1.82B
4
SCP
4
Soroban Capital Partners
New York
$1.71B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$13.5B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$49.4B
2
State Street
2
State Street
Massachusetts
$66.5B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$137B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.83B
5
Bank of America
5
Bank of America
North Carolina
$15.7B
Name Market Value Shares Shares
Change 		Shares
Change %
JPLA
3851
Joseph P. Lucia & Associates
New York
$239K 1,076 -4 -0.4%
NIA
3852
NIA Impact Advisors
California
$239K 1,095 +1,095 New
WC
3853
Weil Company
California
$237K 1,065 -56 -5%
TPCM
3854
Three Peaks Capital Management
Colorado
$237K 1,066 +1,066 New
QCM
3855
Quantinno Capital Management
New York
$234K 1,050 – –
FCT
3856
Family Capital Trust
Massachusetts
$234K 1,050 – –
LAM
3857
Lountzis Asset Management
Pennsylvania
$234K 1,051 – –
GWAG
3858
Garrett Wealth Advisory Group
Texas
$232K 1,042 -34 -3%
SEM
3859
Strategic Equity Management
Arizona
$229K 1,030 +1,030 New
WGCA
3860
Wolf Group Capital Advisors
Virginia
$228K 1,025 – –
MAM
3861
MMA Asset Management
Pennsylvania
$228K 1,023 +1,023 New
FSWA
3862
Financial Synergies Wealth Advisors
Texas
$228K 1,025 +9 +0.9%
FPC
3863
Falcon Point Capital
California
$227K 1,021 -276 -21%
SC
3864
Saybrook Capital
North Carolina
$227K 1,022 – –
HCA
3865
Hyperion Capital Advisors
New York
$224K 1,007 – –
NEGWA
3866
New England Guild Wealth Advisors
Connecticut
$223K 1,000 +10 +1%
NWA
3867
Navis Wealth Advisors
New York
$223K 1,001 +1,001 New
IFA
3868
Interactive Financial Advisors
Illinois
$222K 1,000 – –
TWP
3869
Treybourne Wealth Planners
Indiana
$222K 997 +997 New
CFGF
3870
Compass Financial Group (Florida)
Florida
$221K 996 -140 -12%
KCM
3871
Kendall Capital Management
Maryland
$221K 995 -45 -4%
GC
3872
Gibson Capital
Pennsylvania
$220K 992 – –
AIA
3873
Armor Investment Advisors
North Carolina
$220K 987 +987 New
TSA
3874
Tri-Star Advisors
Texas
$218K 999 – –
ICM
3875
Intrepid Capital Management
Florida
$217K 977 – –
153 154
155
156 157