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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 %
EP
1526
Eudaimonia Partners
Tennessee
$12.2M +$3.71M +17,619 +43%
OPTFSNA
1527
Old Point Trust & Financial Services N A
Virginia
$12.2M -$1.28M -6,076 -9%
ECM
1528
ExodusPoint Capital Management
New York
$12.2M -$295K -1,402 -2%
AFM
1529
Andesa Financial Management
Pennsylvania
$12.2M +$5.13M +24,378 +73%
JFGIW
1530
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.2M +$793K +3,771 +7%
CIC
1531
Chase Investment Counsel
Virginia
$12.2M -$769K -3,654 -6%
RWA
1532
River Wealth Advisors
Pennsylvania
$12.2M +$1.06M +5,056 +10%
FVCM
1533
F&V Capital Management
Florida
$12.1M -$1.33M -6,315 -10%
TA
1534
Tiedemann Advisors
New York
$12.1M -$390K -1,854 -3%
SMFG
1535
Sumitomo Mitsui Financial Group
Japan
$12.1M +$3.79M +18,072 +45%
RIM
1536
Regent Investment Management
Kentucky
$12M +$222K +1,054 +2%
KCP
1537
KDI Capital Partners
North Carolina
$12M -$4.67M -22,215 -28%
HIM
1538
Hotaling Investment Management
Pennsylvania
$12M -$451K -2,145 -4%
SVWAG
1539
Sound View Wealth Advisors Group
Georgia
$12M -$206K -980 -2%
FIB
1540
First Interstate Bank
Montana
$12M -$8.22M -39,095 -41%
WKWM
1541
Walter & Keenan Wealth Management
Indiana
$12M -$791K -3,762 -6%
SWM
1542
Segment Wealth Management
Texas
$12M -$946K -4,498 -7%
BMC
1543
Benin Management Corp
Connecticut
$12M -$484K -2,300 -4%
SBIA
1544
Sheaff Brock Investment Advisors
Indiana
$12M +$344K +1,634 +3%
LOAMS
1545
Lombard Odier Asset Management (Switzerland)
Switzerland
$12M +$2.11M +10,040 +21%
PA
1546
Perennial Advisors
New York
$12M +$31.1K +148 +0.3%
SSI
1547
Scott & Selber Inc
Texas
$12M +$92.5K +440 +0.8%
CICI
1548
Capital Investment Counsel Inc
North Carolina
$11.9M +$959K +4,560 +9%
VW
1549
Vantage Wealth
California
$11.9M +$221K +1,053 +2%
NFG
1550
NewFocus Financial Group
Washington
$11.9M -$493K -2,346 -4%
60 61
62
63 64