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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 %
EH
1101
Equitable Holdings
New York
$23.6M +$1.97M +9,384 +9%
TF
1102
Tompkins Financial
New York
$23.6M -$223K -1,058 -0.9%
EWM
1103
Edge Wealth Management
New York
$23.5M -$3.37M -16,006 -13%
HT
1104
HAP Trading
New York
$23.5M +$23.5M +111,755 New
PAM
1105
Private Asset Management
California
$23.4M +$61K +290 +0.3%
BPM
1106
Bowling Portfolio Management
Ohio
$23.4M -$3.33M -15,842 -12%
DSAM
1107
Dock Street Asset Management
Florida
$23.3M -$10.3K -49 -0%
RC
1108
Roundview Capital
New Jersey
$23.3M -$269K -1,277 -1%
LWS
1109
Lucia Wealth Services
California
$23.3M +$1.01M +4,811 +5%
TW
1110
Transform Wealth
Colorado
$23.2M -$140K -668 -0.6%
LFAS
1111
Level Four Advisory Services
Texas
$23.2M -$27.8M -131,978 -54%
HIC
1112
Hartline Investment Corp
Illinois
$23.1M +$609K +2,894 +3%
PJSIMP
1113
P.J. Schmidt Investment Management (PJS)
Wisconsin
$23.1M -$167K -784 -0.7%
DWT
1114
Dorsey & Whitney Trust
South Dakota
$23M -$444K -2,113 -2%
BCM
1115
BTC Capital Management
Iowa
$23M -$717K -3,409 -3%
CCFCSB
1116
Cape Cod Five Cents Savings Bank
Massachusetts
$23M -$793K -3,772 -3%
KA
1117
Kerrisdale Advisers
Florida
$22.9M +$8.31M +39,525 +57%
RA
1118
RiverPark Advisors
New York
$22.8M +$5.69M +27,077 +33%
FHC
1119
First Horizon Corporation
Tennessee
$22.8M +$22.8M +108,507 New
CC
1120
Chicago Capital
Illinois
$22.8M +$141K +671 +0.6%
PAS
1121
Professional Advisory Services
Florida
$22.8M +$1.4M +6,659 +7%
WC
1122
Whitney & Co
New York
$22.7M -$64.2K -305 -0.3%
CAM
1123
Centre Asset Management
New York
$22.6M +$761K +3,620 +3%
IEFM
1124
IQ EQ Fund Management
Ireland
$22.6M -$2.51M -11,931 -10%
HCM
1125
Horiko Capital Management
New York
$22.6M +$488K +2,320 +2%
43 44
45
46 47