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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 %
NAMA
1251
Nikko Asset Management Americas
New York
$18.5M +$18.5M +86,920 New
VV
1252
Verity & Verity
South Carolina
$18.4M -$613K -2,914 -3%
HIA
1253
Harbor Investment Advisory
Maryland
$18.4M +$344K +1,635 +2%
KWMG
1254
King Wealth Management Group
Florida
$18.4M +$73.4K +349 +0.4%
SAM
1255
SP Asset Management
California
$18.4M +$163K +730 +0.9%
CMI
1256
Clare Market Investments
Texas
$18.4M +$1.51M +7,179 +9%
Kayne Anderson Rudnick Investment Management
1257
Kayne Anderson Rudnick Investment Management
California
$18.4M +$1.26M +6,009 +7%
IIM
1258
Ipswich Investment Management
Massachusetts
$18.4M -$718K -3,414 -4%
TPM
1259
Totem Point Management
New York
$18.4M -$1.51M -7,176 -8%
GI
1260
Gradient Investments
Minnesota
$18.4M +$1.7M +8,063 +10%
PPSG
1261
Princeton Portfolio Strategies Group
New Jersey
$18.2M -$1.1M -5,246 -6%
SVCP
1262
Silicon Valley Capital Partners
California
$18.2M +$18.2M +86,637 New
OSAM
1263
O'Shaughnessy Asset Management
Connecticut
$18.2M +$3.25M +15,467 +22%
GGI
1264
Godsey & Gibb Inc
Virginia
$18.2M -$3.19M -15,175 -15%
HC
1265
Hillman Company
Pennsylvania
$18.2M +$18.2M +86,344 New
MCM
1266
McRae Capital Management
New Jersey
$18.1M -$1.26M -5,997 -6%
WSC
1267
Wellington Shields & Co
New York
$18.1M +$44.8K +213 +0.2%
TIM
1268
Thompson Investment Management
Wisconsin
$18.1M -$772K -3,670 -4%
GC
1269
Garde Capital
Washington
$18M +$257K +1,221 +1%
CCG
1270
Cypress Capital Group
Florida
$18M -$456K -2,168 -2%
FM
1271
Foster & Motley
Ohio
$18M -$1.89M -8,971 -9%
SC
1272
Savant Capital
Illinois
$18M -$74.9K -356 -0.4%
BP
1273
BBR Partners
New York
$18M -$5.76M -27,367 -24%
FPCM
1274
Financial Partners Capital Management
New York
$18M -$467K -2,221 -3%
M
1275
MOTCO
Texas
$17.9M -$252K -1,199 -1%
49 50
51
52 53