MSFT icon

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 %
BC
851
Burney Company
Virginia
$38.1M -$830K -3,947 -2%
BC
852
Brio Consultants
California
$38.1M -$173K -822 -0.5%
RMCM
853
Reynders McVeigh Capital Management
Massachusetts
$38M -$303K -1,441 -0.8%
TC
854
Tarsadia Capital
New York
$37.9M +$22.4M +106,420 +145%
JC
855
JBF Capital
Colorado
$37.9M – – –
ET
856
Equitable Trust
Tennessee
$37.8M -$1.38M -6,549 -4%
RIM
857
Redpoint Investment Management
Australia
$37.8M -$54.1M -257,411 -59%
SLI
858
Sumitomo Life Insurance
Japan
$37.8M -$4.17M -19,809 -10%
JIR
859
James Investment Research
Ohio
$37.7M +$2.01M +9,551 +6%
AAM
860
Aureus Asset Management
Massachusetts
$37.6M +$157K +745 +0.4%
NAM
861
NorthCoast Asset Management
Connecticut
$37.5M +$9.79M +46,543 +35%
NOCM
862
Night Owl Capital Management
Connecticut
$37.5M +$941K +4,475 +3%
BAM
863
Bellevue Asset Management
Washington
$37.5M +$33.5M +159,232 +840%
RAM
864
RWC Asset Management
United Kingdom
$37.5M +$7.29M +34,644 +24%
MWM
865
Merriman Wealth Management
Washington
$37.3M -$384K -1,824 -1%
KOCAA
866
Knights of Columbus Asset Advisors
Connecticut
$37.2M -$7.26M -34,514 -16%
PL
867
Perpetual Ltd
Australia
$37.1M -$38.3M -182,136 -51%
CCMD
868
Cypress Capital Management (Delaware)
Delaware
$36.8M -$22.9K -109 -0.1%
JWBC
869
J.W. Burns & Co
New York
$36.6M -$110K -525 -0.3%
MGIA
870
Matthew Goff Investment Advisor
Texas
$36.5M -$1.46M -6,957 -4%
HCM
871
Hilton Capital Management
New York
$36.5M +$5.87M +27,916 +19%
ATI
872
Act Two Investors
California
$36.5M +$421K +2,002 +1%
FQ
873
First Quadrant
California
$36.5M -$8.56M -40,683 -19%
TCOV
874
Trust Company of Vermont
Vermont
$36.5M -$93K -442 -0.3%
TSAM
875
Trinity Street Asset Management
United Kingdom
$36.3M -$901K -4,284 -2%
33 34
35
36 37