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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
1051
Callahan Advisors
Texas
$26M -$1.57M -7,446 -6%
JWM
1052
Jackson Wealth Management
Florida
$26M +$1.1M +5,239 +4%
ST
1053
Spinnaker Trust
Maine
$25.9M -$123K -586 -0.5%
FNFDCM
1054
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$25.9M -$115K -549 -0.4%
VWM
1055
Valley Wealth Managers
New Jersey
$25.9M -$1.61M -7,650 -6%
RFA
1056
Reilly Financial Advisors
California
$25.8M +$696K +3,308 +3%
AAM
1057
Alphadyne Asset Management
New York
$25.8M +$25.8M +122,431 New
FFBTD
1058
First Financial Bank - Trust Division
Ohio
$25.6M -$439K -2,085 -2%
BCP
1059
Blue Chip Partners
Michigan
$25.5M -$34.7K -165 -0.1%
ACM
1060
Atika Capital Management
New York
$25.3M – – –
DAC
1061
Dividend Assets Capital
South Carolina
$25.3M -$71.5K -340 -0.3%
SB
1062
Simmons Bank
Arkansas
$25.3M -$2.14M -10,157 -8%
MAM
1063
Majedie Asset Management
United Kingdom
$25.2M -$2.11M -10,041 -8%
FHA
1064
First Horizon Advisors
Tennessee
$25.2M -$1.42M -6,756 -5%
CA
1065
Claar Advisors
New York
$25.1M -$2.91M -13,840 -10%
AP
1066
Archon Partners
New Jersey
$25M – – –
AC
1067
Addenda Capital
Quebec, Canada
$25M -$345K -1,642 -1%
E
1068
Ergoteles
New York
$25M +$25M +118,700 New
UR
1069
USCA RIA
Texas
$24.9M -$303K -1,439 -1%
RCM
1070
Ratan Capital Management
Florida
$24.9M +$8.2M +39,000 +49%
JAFL
1071
Jay A. Fishman Ltd
Michigan
$24.8M +$5.61M +26,668 +29%
BLAM
1072
Bourne Lent Asset Management
New York
$24.8M -$10.5K -50 -0%
WAM
1073
Weatherly Asset Management
California
$24.8M +$53.8K +256 +0.2%
NB
1074
NBT Bank
New York
$24.8M -$300K -1,427 -1%
HAIM
1075
Hunter Associates Investment Management
Pennsylvania
$24.7M -$512K -2,433 -2%
41 42
43
44 45