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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 %
MJRIC
601
Mogy Joel R Investment Counsel
California
$69.3M -$839K -3,988 -1%
TG
602
TCW Group
California
$68.4M -$6.03M -28,651 -8%
ECM
603
Evergreen Capital Management
Washington
$68M -$1.24M -5,872 -2%
HPWM
604
Highland Private Wealth Management
Washington
$67.6M -$597K -2,839 -0.9%
RMDI
605
R.M. Davis Inc
Maine
$67.2M +$940K +4,471 +1%
BS
606
Banco Santander
Spain
$67.1M -$34.8M -165,323 -34%
HJGA
607
Hardman Johnston Global Advisors
Connecticut
$67.1M -$11M -52,407 -14%
GKIM
608
GW&K Investment Management
Massachusetts
$67.1M -$680K -3,235 -1%
BA
609
Bristlecone Advisors
Washington
$67M +$948K +4,506 +1%
GH
610
GAM Holding
Switzerland
$67M -$33.1M -157,572 -33%
EDRH
611
Edmond de Rothschild Holding
Switzerland
$66.8M -$4.02M -19,102 -6%
SCCM
612
Schafer Cullen Capital Management
New York
$66.8M -$52.3M -248,842 -44%
PGFC
613
Peapack-Gladstone Financial Corp
New Jersey
$66.6M +$720K +3,424 +1%
EIA
614
Edgemoor Investment Advisors
Maryland
$66.5M -$309K -1,469 -0.5%
GIA
615
Guyasuta Investment Advisors
Pennsylvania
$66.3M -$2.29M -10,878 -3%
TA
616
Trivest Advisors
Hong Kong
$66.3M -$61.6M -293,000 -48%
AF
617
Alerus Financial
North Dakota
$65.7M -$224K -1,064 -0.3%
PL
618
Parthenon LLC
Kentucky
$65.4M -$3.1M -14,730 -5%
CFG
619
Citizens Financial Group
Rhode Island
$65.4M -$3.06M -14,562 -4%
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$65.2M +$58.7K +279 +0.1%
MAM
621
Meeder Asset Management
Ohio
$65.1M -$5.44M -25,864 -8%
RCW
622
Rheos Capital Works
Japan
$65.1M -$73.6M -350,000 -53%
RC
623
RegentAtlantic Capital
New Jersey
$65M +$15M +71,441 +30%
MCM
624
McKinley Capital Management
Alaska
$64.9M -$20M -95,162 -24%
MTC
625
McDaniel Terry & Co
Texas
$64.9M -$1.74M -8,278 -3%
23 24
25
26 27