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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 %
PCM
1351
Princeton Capital Management
New Jersey
$15.9M +$355K +1,687 +2%
HFM
1352
Harvest Fund Management
China
$15.9M +$3.04M +14,449 +24%
PMG
1353
ProVise Management Group
Florida
$15.9M +$153K +1,196 +1%
CCM
1354
Campbell Capital Management
Florida
$15.9M +$419K +1,990 +3%
BAM
1355
Belpointe Asset Management
Nevada
$15.8M +$2.52M +12,116 +19%
EIM
1356
Essex Investment Management
Massachusetts
$15.8M -$123K -584 -0.8%
VAS
1357
Vestmark Advisory Solutions
Massachusetts
$15.8M +$237K +1,125 +2%
KCM
1358
Kingstown Capital Management
New York
$15.8M -$5.26M -25,000 -25%
NC
1359
Naman Capital
Brazil
$15.8M – – –
AT
1360
Arden Trust
Delaware
$15.7M -$496K -2,356 -3%
IA
1361
IFP Advisors
Florida
$15.7M +$277K +1,317 +2%
FC
1362
Ferris Capital
Massachusetts
$15.7M +$127K +603 +0.8%
GVAG
1363
Great Valley Advisor Group
Delaware
$15.7M +$2.62M +12,450 +20%
FMWA
1364
Forvis Mazars Wealth Advisors
Missouri
$15.7M +$69.6K +331 +0.4%
BP
1365
Broadleaf Partners
Ohio
$15.6M -$110K -525 -0.7%
CQS
1366
Credential Qtrade Securities
$15.6M +$287K +1,365 +2%
RSS
1367
Rosenblum Silverman Sutton
California
$15.6M +$344K +1,637 +2%
SACTSONJ
1368
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$15.6M – – –
NWM
1369
Nicola Wealth Management
British Columbia, Canada
$15.6M -$4.88M -23,181 -24%
IWA
1370
IBEX Wealth Advisors
New Jersey
$15.5M -$42.7K -203 -0.3%
GKWIM
1371
Gerber Kawasaki Wealth & Investment Management
California
$15.4M +$844K +4,012 +6%
FSA
1372
Fort Sheridan Advisors
Illinois
$15.3M -$720K -3,422 -4%
AHC
1373
Anderson Hoagland & Co
Missouri
$15.3M -$553K -2,719 -3%
MAFM
1374
Mid Atlantic Financial Management
Pennsylvania
$15.3M -$1.29M -5,912 -8%
SA
1375
Strategic Advisors
New York
$15.2M -$1.16M -5,521 -7%
53 54
55
56 57