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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 %
CA
1001
Clearstead Advisors
Ohio
$28.5M -$159K -754 -0.6%
OMC
1002
Overbrook Management Corp
New York
$28.4M -$1.04M -4,924 -4%
AJ
1003
Ashburton (Jersey)
Jersey
$28.4M – – –
CHCM
1004
Columbus Hill Capital Management
New Jersey
$28.3M – – –
TEC
1005
Tiger Eye Capital
Tennessee
$28.3M -$8.02M -38,110 -22%
TCM
1006
Tufton Capital Management
Maryland
$28.2M -$1.98M -9,412 -7%
HI
1007
Hoey Investments
Pennsylvania
$28.1M +$2.77M +13,163 +11%
AW
1008
ACG Wealth
Georgia
$28.1M -$342K -1,627 -1%
BCM
1009
Bridgeway Capital Management
Texas
$28M -$2.99M -14,200 -10%
TCOT
1010
Trust Company of Toledo
Ohio
$28M +$671K +3,191 +2%
DP
1011
Dundas Partners
United Kingdom
$27.8M – – –
FCMC
1012
Founders Capital Management (Connecticut)
Connecticut
$27.8M -$519K -2,466 -2%
NFC
1013
Northeast Financial Consultants
Connecticut
$27.7M -$129K -614 -0.5%
SIM
1014
Sonora Investment Management
Arizona
$27.7M -$342K -1,628 -1%
WS
1015
Wedbush Securities
California
$27.7M -$1.44M -6,831 -5%
BAS
1016
Brown Advisory Securities
Maryland
$27.6M -$837K -3,979 -3%
FAIM
1017
Financial Advocates Investment Management
Washington
$27.6M +$2.28M +10,831 +9%
SRC
1018
Shufro Rose & Co
New York
$27.5M -$526K -2,501 -2%
CIA
1019
Choate Investment Advisors
Massachusetts
$27.5M +$4.35M +20,667 +19%
HVIA
1020
Hudson Valley Investment Advisors
New York
$27.5M -$104K -493 -0.4%
GCM
1021
Gabalex Capital Management
New York
$27.3M – – –
UBV
1022
United Bank (Virginia)
Virginia
$27.3M -$324K -1,542 -1%
FAT
1023
First American Trust
California
$27.3M +$697K +3,313 +3%
BWFA
1024
Baltimore-Washington Financial Advisors
Maryland
$27.2M -$665K -3,161 -2%
WAM
1025
Wealthspire Advisors (Maryland)
Maryland
$27.1M -$1.76M -8,346 -6%
39 40
41
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