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 %
WAM
1076
Wallington Asset Management
Indiana
$24.7M +$69K +328 +0.3%
HAG
1077
HighPoint Advisor Group
Illinois
$24.6M +$228K +1,022 +0.9%
CCT
1078
Country Club Trust
Missouri
$24.6M -$379K -1,804 -2%
AF
1079
Advisornet Financial
Minnesota
$24.5M +$224K +1,065 +0.9%
FMLI
1080
Fukoku Mutual Life Insurance
Japan
$24.5M +$1.52M +7,220 +7%
FWM
1081
Frontier Wealth Management
Missouri
$24.4M -$1.35M -6,421 -5%
BAAM
1082
Baker Avenue Asset Management
California
$24.4M +$642K +3,051 +3%
PCM
1083
Palisade Capital Management
New Jersey
$24.4M +$300K +1,427 +1%
WI
1084
Wintrust Investments
Illinois
$24.4M +$1M +4,773 +4%
FFM
1085
Fullerton Fund Management
Singapore
$24.4M +$6.33M +30,078 +35%
BSW
1086
Buckingham Strategic Wealth
Missouri
$24.3M +$727K +3,456 +3%
WIA
1087
Wealthstreet Investment Advisors
Texas
$24.3M +$302K +1,436 +1%
SCA
1088
Snowden Capital Advisors
New York
$24.3M +$4.32M +20,526 +22%
CIS
1089
Connors Investor Services
Pennsylvania
$24.1M -$3.34M -15,884 -12%
FA
1090
Fagan Associates
New York
$24.1M -$409K -1,944 -2%
JC
1091
Jacobs & Co
California
$24.1M -$696K -3,307 -3%
AP
1092
Appleton Partners
Massachusetts
$24M +$141K +669 +0.6%
MWM
1093
Madison Wealth Management
Ohio
$24M -$375K -1,784 -2%
MAM
1094
Madison Asset Management
Wisconsin
$24M +$6.63M +31,526 +38%
DDC
1095
DF Dent & Co
Maryland
$23.9M +$187K +887 +0.8%
CI
1096
Conning Inc
Connecticut
$23.8M +$288K +1,370 +1%
1WA
1097
180 Wealth Advisors
Washington
$23.8M +$633K +2,950 +3%
FMBTD
1098
First Midwest Bank Trust Division
Illinois
$23.6M -$999K -4,752 -4%
FG
1099
Fiduciary Group
Georgia
$23.6M -$115K -548 -0.5%
BC
1100
Burleson & Co
California
$23.6M +$3.03M +13,549 +15%
42 43
44
45 46