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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 %
PFP
676
Pinnacle Financial Partners
Tennessee
$56.7M -$1.67M -7,924 -3%
TCM
677
Twin Capital Management
Pennsylvania
$56.2M -$4.64M -22,055 -8%
NM
678
NWI Management
New York
$56.1M +$28.7M +136,591 +105%
IAA
679
Independent Advisor Alliance
North Carolina
$55.9M +$1.97M +9,363 +4%
QAM
680
QCI Asset Management
New York
$55.6M -$951K -4,521 -2%
CDH
681
Charles D. Hyman
$55.5M -$273K -1,297 -0.5%
TCM
682
Tradewinds Capital Management
Washington
$55.5M -$1.01M -4,821 -2%
OAC
683
OMERS Administration Corp
Ontario, Canada
$55.3M -$2.58M -12,262 -4%
QIM
684
Quest Investment Management
Oregon
$55.1M +$24M +114,268 +77%
LCAM
685
London & Capital Asset Management
United Kingdom
$55M +$3.91M +18,588 +8%
OWP
686
Obermeyer Wealth Partners
Colorado
$54.5M -$262K -1,244 -0.5%
VC
687
Vestor Capital
Illinois
$54.5M +$54.5M +259,175 New
NPF
688
Norris Perne & French
Michigan
$54.3M -$2.81M -13,354 -5%
SWP
689
Stratos Wealth Partners
Ohio
$54.2M +$1.47M +6,977 +3%
AA
690
Ancora Advisors
Ohio
$54.2M +$1.48M +7,027 +3%
SSB
691
Sandy Spring Bank
Maryland
$54.2M +$524K +2,489 +1%
BWC
692
Blue Whale Capital
United Kingdom
$54.2M +$10.7M +50,800 +25%
GAI
693
General American Investors
New York
$53.8M – – –
FNBT
694
FineMark National Bank & Trust
Florida
$53.7M -$1.39M -6,585 -3%
SL
695
Summitry LLC
California
$53.6M -$6.85M -32,555 -11%
NIM
696
Northeast Investment Management
Massachusetts
$53.5M +$101K +480 +0.2%
UM
697
Ulysses Management
New York
$53.5M – – –
IRF
698
IBM Retirement Fund
New York
$53.2M +$14.4M +68,458 +37%
ZIC
699
ZWJ Investment Counsel
Georgia
$52.8M -$2.56M -12,190 -5%
SIC
700
Schwartz Investment Counsel
Michigan
$52.6M +$91.5K +435 +0.2%
26 27
28
29 30