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 %
GWM
1026
Geneos Wealth Management
Colorado
$27M -$1.24M -5,949 -4%
KPWS
1027
Kestra Private Wealth Services
Texas
$27M +$27M +128,359 New
FB
1028
Fulton Bank
Pennsylvania
$26.9M +$500K +2,377 +2%
RI
1029
RWWM Inc
California
$26.9M -$188K -895 -0.7%
MIAN
1030
Mariner Independent Advisor Network
Kansas
$26.9M +$302K +1,438 +1%
CK
1031
Cohen Klingenstein
New York
$26.9M +$5.26K +25 +0%
HT
1032
Heritage Trust
Oklahoma
$26.8M -$2.75M -13,061 -9%
SP
1033
Symmetry Partners
Connecticut
$26.7M +$13.2M +62,676 +97%
CAMG
1034
CWA Asset Management Group
Florida
$26.7M +$12.3M +58,291 +85%
UBPAM
1035
Union Bancaire Privee Asset Management
New York
$26.6M -$504K -2,395 -2%
YL
1036
YCG LLC
Texas
$26.6M +$1.17M +5,532 +5%
WP
1037
WMS Partners
Maryland
$26.6M -$503K -2,392 -2%
TP
1038
TenCore Partners
New York
$26.6M – – –
AUB
1039
Atlantic Union Bankshares
Virginia
$26.5M +$104K +494 +0.4%
IIC
1040
Ironwood Investment Counsel
Arizona
$26.5M +$2.95K +14 +0%
SC
1041
Sepio Capital
Utah
$26.5M +$311K +1,478 +1%
1SB
1042
1ST Source Bank
Indiana
$26.4M -$2.01M -9,574 -7%
PAI
1043
Pittenger & Anderson Inc
Nebraska
$26.4M +$83.5K +397 +0.3%
AAM
1044
Auxier Asset Management
Oregon
$26.4M -$48K -228 -0.2%
WSCM
1045
Wellington Shields Capital Management
New York
$26.4M -$3.33M -15,816 -11%
RWA
1046
Ropes Wealth Advisors
Massachusetts
$26.3M -$1.49M -7,095 -5%
WSTAM
1047
Wilbanks Smith & Thomas Asset Management
Virginia
$26.3M +$501K +2,382 +2%
PIMJS
1048
PKO Investment Management Joint-Stock
Poland
$26.3M -$127K -603 -0.5%
VFA
1049
Valeo Financial Advisors
Indiana
$26.1M -$1.27M -6,038 -5%
AIM
1050
Avity Investment Management
Connecticut
$26.1M -$171K -815 -0.7%
40 41
42
43 44