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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 %
DPIM
1576
Duff & Phelps Investment Management
Illinois
$11.4M – – –
BCM
1577
Brookstone Capital Management
Illinois
$11.4M +$1.7M +8,096 +18%
WWM
1578
Western Wealth Management
Colorado
$11.4M -$290K -1,378 -2%
AAS
1579
Annex Advisory Services
Wisconsin
$11.3M +$875K +4,162 +8%
BAM
1580
Bell Asset Management
Australia
$11.3M +$94.4K +449 +0.8%
NNP
1581
Nachman Norwood & Parrott
South Carolina
$11.3M -$34.1K -162 -0.3%
FCCM
1582
First City Capital Management
Georgia
$11.3M +$5.06M +22,905 +81%
DIP
1583
DT Investment Partners
Pennsylvania
$11.3M -$195K -928 -2%
SCM
1584
Salem Capital Management
Massachusetts
$11.3M -$1.07M -5,100 -9%
NAM
1585
NTV Asset Management
West Virginia
$11.3M -$29.9K -142 -0.3%
GCM
1586
Glenview Capital Management
New York
$11.3M +$11.3M +53,664 New
HW
1587
Hedeker Wealth
Illinois
$11.3M -$2.11M -10,035 -16%
SNB
1588
Security National Bank
Nebraska
$11.2M +$125K +595 +1%
AC
1589
Arjuna Capital
North Carolina
$11.2M +$299K +1,421 +3%
MFG
1590
MidWestOne Financial Group
Iowa
$11.2M +$5.31M +25,223 +90%
CCT
1591
Capital City Trust
Florida
$11.2M -$122K -580 -1%
WCM
1592
Wisconsin Capital Management
Wisconsin
$11.2M -$767K -3,645 -6%
PM
1593
Precept Management
Texas
$11.1M – – –
RHDIC
1594
R.H. Dinel Investment Counsel
California
$11.1M -$459K -2,240 -4%
SIM
1595
Stratos Investment Management
Ohio
$11.1M +$473K +2,248 +4%
NO
1596
Ninety One
South Africa
$11.1M +$1.01M +4,835 +10%
LSAG
1597
Lake Street Advisors Group
New Hampshire
$11.1M +$121K +573 +1%
CRB
1598
Chad R. Baker
$11.1M – – –
CPIG
1599
Chicago Partners Investment Group
Illinois
$11M -$213K -1,034 -2%
SWK
1600
Stephen W. Kidder
$11M -$537K -2,552 -5%
62 63
64
65 66