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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 %
RCM
1401
Radnor Capital Management
Pennsylvania
$14.5M -$308K -1,464 -2%
FC
1402
Fulcrum Capital
Washington
$14.5M -$588K -2,797 -4%
DAS
1403
Dynamic Advisor Solutions
Arizona
$14.5M +$1.86M +8,862 +15%
CT
1404
Coastline Trust
Rhode Island
$14.5M +$362K +1,720 +3%
SHGA
1405
Sand Hill Global Advisors
California
$14.5M -$269K -1,278 -2%
PAG
1406
Private Advisory Group
Washington
$14.5M -$1.43M -6,778 -9%
BST
1407
Bath Savings Trust
Maine
$14.4M -$63.9K -304 -0.4%
RWM
1408
RKL Wealth Management
Pennsylvania
$14.4M +$46.3K +220 +0.3%
AA
1409
Auxano Advisors
Washington
$14.4M -$801K -3,810 -5%
MIP
1410
Marietta Investment Partners
Wisconsin
$14.3M -$2.08M -9,877 -13%
CCI
1411
Columbus Circle Investors
$14.3M -$38.1M -181,063 -73%
LG
1412
LaFleur & Godfrey
Michigan
$14.3M +$693K +3,293 +5%
IA
1413
IndexIQ Advisors
New York
$14.3M +$7.04M +33,481 +98%
BFM
1414
Boothbay Fund Management
New York
$14.3M -$578K -2,750 -4%
NGA
1415
Naples Global Advisors
Florida
$14.3M -$115K -547 -0.8%
VCM
1416
Vision Capital Management
Oregon
$14.2M -$13.9K -66 -0.1%
NFG
1417
Next Financial Group
Texas
$14.2M +$179K +851 +1%
PWM
1418
Perigon Wealth Management
California
$14.2M -$384K -1,824 -3%
LWM
1419
Lyell Wealth Management
California
$14.2M +$425K +2,021 +3%
SDJVC
1420
St. Denis J. Villere & Co
Louisiana
$14.2M -$106K -503 -0.7%
FDCC
1421
Foster Dykema Cabot & Co
Massachusetts
$14.1M +$73.6K +350 +0.5%
PGAM
1422
Princeton Global Asset Management
New Jersey
$14.1M -$3.14M -14,953 -18%
NEAM
1423
New England Asset Management
Connecticut
$14.1M -$526K -2,500 -4%
IWM
1424
IHT Wealth Management
Illinois
$14.1M +$1.84M +8,750 +15%
CAM
1425
Cubic Asset Management
Massachusetts
$14M -$769K -3,657 -5%
55 56
57
58 59