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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 %
LP
826
LMR Partners
United Kingdom
$40.4M -$436K -2,074 -1%
DWM
827
Doyle Wealth Management
Florida
$40.4M -$308K -1,464 -0.8%
OPFM
828
Optimus Prime Fund Management
Cayman Islands
$40.3M +$15.8M +75,000 +64%
PNAA
829
Pictet North America Advisors
Switzerland
$40.2M -$6.47M -30,740 -14%
TC
830
TownSquare Capital
Utah
$39.8M -$3.25M -15,766 -8%
PP
831
Patten & Patten
Tennessee
$39.6M -$294K -1,397 -0.7%
BWP
832
Baldwin Wealth Partners
Massachusetts
$39.6M -$1.08M -5,119 -3%
LCM
833
LVM Capital Management
Michigan
$39.5M -$222K -1,055 -0.6%
MRG
834
Milestone Resources Group
British Virgin Islands
$39.4M +$15.2M +72,041 +62%
MHIC
835
Marble Harbor Investment Counsel
Massachusetts
$39.2M +$521K +2,475 +1%
HCMNY
836
Howard Capital Management (New York)
New York
$39.2M -$21.7M -103,151 -36%
CCP
837
Clough Capital Partners
Massachusetts
$39.1M +$6.66M +31,684 +21%
PIM
838
Provident Investment Management
Michigan
$39.1M +$178K +848 +0.5%
RC
839
Randolph Company
Ohio
$39.1M -$15.6K -74 -0%
DP
840
Dearborn Partners
Illinois
$39M +$58.5K +278 +0.2%
BTP
841
Bloom Tree Partners
New York
$38.8M -$18.8M -89,454 -33%
ALAM
842
Asahi Life Asset Management
Japan
$38.7M -$459K -2,184 -1%
Diamond Hill Capital Management
843
Diamond Hill Capital Management
Ohio
$38.7M -$206M -980,111 -84%
EGA
844
Eagle Global Advisors
Texas
$38.7M -$91.5K -435 -0.2%
GW
845
GW & Wade
Massachusetts
$38.6M -$1.57M -7,464 -4%
MAM
846
Mastrapasqua Asset Management
Tennessee
$38.6M -$1.24M -5,882 -3%
SSWM
847
Smith Salley Wealth Management
North Carolina
$38.5M -$2.62M -12,448 -6%
BBI
848
Baxter Bros Inc
Connecticut
$38.5M -$2.03M -9,661 -5%
SBSB
849
Sullivan, Bruyette, Speros & Blaney
Virginia
$38.2M +$5.68M +27,022 +17%
GL
850
Governors Lane
New York
$38.1M +$12.3M +58,384 +48%
32 33
34
35 36