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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 %
FTC
1326
Farmers Trust Company
Ohio
$16.3M -$225K -1,072 -1%
PCMC
1327
Paragon Capital Management (Colorado)
Colorado
$16.3M -$32.2K -153 -0.2%
VPIM
1328
Vanguard Personalized Indexing Management
California
$16.3M +$3.36M +15,979 +26%
FBA
1329
Front Barnett Associates
Illinois
$16.3M -$56.6K -269 -0.3%
GIA
1330
GHP Investment Advisors
Colorado
$16.3M -$13.5K -64 -0.1%
RIG
1331
Renaissance Investment Group
Massachusetts
$16.3M -$62.9K -299 -0.4%
CPA
1332
Court Place Advisors
Maryland
$16.3M -$336K -1,596 -2%
SSA
1333
South Street Advisors
New York
$16.2M +$619K +2,945 +4%
SCA
1334
Stonebridge Capital Advisors
Minnesota
$16.2M -$118K -563 -0.7%
AL
1335
Aspiriant LLC
California
$16.2M +$7.12M +33,843 +78%
HKIM
1336
Hayek Kallen Investment Management
Alabama
$16.2M -$221K -1,049 -1%
BCM
1337
Brasada Capital Management
Texas
$16.2M -$183K -871 -1%
CFM
1338
Coronation Fund Managers
South Africa
$16.2M +$256K +1,219 +2%
PDN
1339
Pensionfund DSM Netherlands
Netherlands
$16.1M – – –
HWA
1340
Heritage Wealth Advisors
Virginia
$16.1M -$174K -827 -1%
AMCA
1341
Arthur M. Cohen & Associates
Illinois
$16.1M +$617K +2,934 +4%
CCM
1342
Cohen Capital Management
California
$16.1M -$547K -2,600 -3%
SGA
1343
Strategic Global Advisors
California
$16M +$3.68M +17,481 +30%
AOWM
1344
Alpha Omega Wealth Management
Virginia
$16M -$271K -1,290 -2%
BCM
1345
Buckhead Capital Management
Georgia
$16M -$1.91M -9,091 -11%
WPW
1346
Waldron Private Wealth
Pennsylvania
$16M +$640K +3,044 +4%
ETI
1347
Enterprise Trust & Investment
California
$16M -$1.27M -6,050 -7%
NMIFOAC
1348
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$16M – – –
HFS
1349
Haverford Financial Services
Pennsylvania
$16M -$53K -252 -0.3%
DC
1350
Dendur Capital
New York
$15.9M +$15.9M +75,763 New
52 53
54
55 56