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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 %
VNA
1451
Valley National Advisers
Pennsylvania
$13.4M -$423K -2,013 -3%
AA
1452
ALPS Advisors
Colorado
$13.4M -$1.16M -5,538 -8%
CAL
1453
Capital Analysts LLC
Pennsylvania
$13.4M +$1.84M +8,737 +16%
BPA
1454
Beacon Pointe Advisors
California
$13.4M -$2.74M -13,031 -17%
VWM
1455
Venturi Wealth Management
Texas
$13.3M -$761K -3,619 -5%
KJHP
1456
K.J. Harrison & Partners
Ontario, Canada
$13.3M +$1.09M +5,180 +9%
RWB
1457
RMR Wealth Builders
New Jersey
$13.3M +$5.74M +27,300 +76%
HC
1458
Hendley & Co
Ohio
$13.3M -$5.79M -27,512 -30%
DI
1459
Diligent Investors
California
$13.3M +$62.9K +299 +0.5%
PCTC
1460
Perkins Coie Trust Company
Washington
$13.3M -$2.01M -9,560 -13%
VHAM
1461
Van Hulzen Asset Management
California
$13.3M -$7.93M -37,726 -37%
CHC
1462
City Holding Co
West Virginia
$13.2M +$135K +644 +1%
HIC
1463
Holderness Investments Company
North Carolina
$13.2M +$195K +926 +2%
JWM
1464
JGP Wealth Management
Oregon
$13.2M +$129K +617 +1%
DSC
1465
Duncker Streett & Co
Missouri
$13.1M +$1.05M +4,969 +9%
MCM
1466
Monarch Capital Management
Indiana
$13.1M -$322K -1,531 -2%
AIM
1467
Arcadia Investment Management
Michigan
$13.1M -$18.3K -87 -0.1%
LWANC
1468
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.1M -$183K -869 -1%
SAM
1469
Sandell Asset Management
New York
$13.1M – – –
CWM
1470
CMH Wealth Management
New Hampshire
$13.1M +$995K +4,730 +8%
RP
1471
Rice Partnership
Hawaii
$13.1M -$502K -2,386 -4%
BAM
1472
Boyar Asset Management
New York
$13.1M +$138K +657 +1%
AWA
1473
ARS Wealth Advisors
Florida
$13.1M -$193K -916 -1%
CEI
1474
Clark Estates Inc
New York
$13M – – –
WA
1475
Winfield Associates
Ohio
$13M -$187K -889 -1%
57 58
59
60 61