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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 %
KA
1551
Kovack Advisors
Florida
$11.8M -$1.71M -8,130 -13%
RIA
1552
RPG Investment Advisory
California
$11.8M +$4.84K +23 +0%
BEAM
1553
Baker Ellis Asset Management
Washington
$11.8M -$619K -2,943 -5%
MWM
1554
Mattern Wealth Management
Kansas
$11.8M -$183K -872 -2%
CIA
1555
CSat Investment Advisory
Michigan
$11.7M +$490K +2,330 +4%
Wealth Enhancement Advisory Services
1556
Wealth Enhancement Advisory Services
Minnesota
$11.7M -$10.8M -48,622 -48%
MSFP
1557
Mark Sheptoff Financial Planning
Connecticut
$11.7M -$174K -827 -1%
IFWM
1558
Institute for Wealth Management
Colorado
$11.7M -$73.2K -348 -0.6%
EFS
1559
Essex Financial Services
Connecticut
$11.6M +$1.2M +5,709 +11%
ST
1560
Somerset Trust
Pennsylvania
$11.6M -$202K -959 -2%
LCC
1561
Lincoln Capital Corp
Rhode Island
$11.6M -$349K -1,660 -3%
WFG
1562
Wills Financial Group
Virginia
$11.6M -$6.1K -29 -0.1%
CS
1563
Comerica Securities
Michigan
$11.6M -$1.48M -7,037 -11%
PP
1564
Professional Planning
California
$11.6M +$239K +1,136 +2%
EF
1565
Empirical Finance
Pennsylvania
$11.6M +$2.82M +13,401 +32%
WTFG
1566
Wells Trecaso Financial Group
Ohio
$11.6M -$2.01M -9,572 -15%
RC
1567
RBF Capital
California
$11.6M – – –
CAM
1568
Cypress Asset Management
Texas
$11.5M +$303K +1,441 +3%
WCF
1569
West Coast Financial
California
$11.5M -$798K -3,794 -6%
LCH
1570
Lee Capital Holdings
New York
$11.5M +$1.41M +6,725 +14%
CPA
1571
Capital Planning Advisors
California
$11.5M +$277K +1,316 +2%
HFM
1572
Hartford Financial Management
Connecticut
$11.4M +$17.9K +85 +0.2%
RSWM
1573
Robertson Stephens Wealth Management
California
$11.4M +$333K +1,584 +3%
MWA
1574
Meridian Wealth Advisors
Texas
$11.4M +$409K +1,944 +4%
MHS
1575
M Holdings Securities
Oregon
$11.4M -$366K -1,738 -3%
61 62
63
64 65