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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 %
BCM
1601
Bourgeon Capital Management
Connecticut
$11M -$524K -2,493 -5%
LBC
1602
Lawrence B. Cohen
$11M -$232K -1,101 -2%
FFN
1603
Focus Financial Network
Minnesota
$11M +$974K +4,630 +10%
BIA
1604
Biondo Investment Advisors
Pennsylvania
$11M +$222K +1,055 +2%
Tudor Investment Corp
1605
Tudor Investment Corp
Connecticut
$11M +$4.99M +23,713 +83%
HCM
1606
Hall Capital Management
Rhode Island
$10.9M -$405K -1,928 -4%
PP
1607
Pegasus Partners
Wisconsin
$10.9M -$461K -2,193 -4%
SWM
1608
Stockman Wealth Management
Montana
$10.9M -$603K -2,868 -5%
AWA
1609
Arete Wealth Advisors
Illinois
$10.9M -$384K -1,862 -3%
KPW
1610
Kore Private Wealth
New York
$10.9M +$353K +1,679 +3%
CC
1611
Centiva Capital
New York
$10.9M +$6.29M +29,897 +137%
BFPW
1612
BOK Financial Private Wealth
Colorado
$10.9M -$562K -2,672 -5%
RG
1613
Rikoon Group
New Mexico
$10.9M -$146K -693 -1%
ACM
1614
Argyle Capital Management
Pennsylvania
$10.9M -$2.29M -10,888 -17%
JAM
1615
JCIC Asset Management
Ontario, Canada
$10.8M +$148K +703 +1%
BO
1616
BRR OpCo
Ohio
$10.8M +$517K +2,460 +5%
GEA
1617
Glen Eagle Advisors
New Jersey
$10.8M +$500K +2,377 +5%
SAM
1618
Shikiar Asset Management
New York
$10.8M +$747K +3,553 +7%
SFM
1619
Sphera Funds Management
Israel
$10.8M -$6.45M -30,686 -37%
SG
1620
Swarthmore Group
Pennsylvania
$10.8M – – –
GWSG
1621
GPS Wealth Strategies Group
Colorado
$10.8M +$10.8M +51,215 New
TYCC
1622
Texas Yale Capital Corp
Florida
$10.8M +$10.9K +52 +0.1%
CFS
1623
CRA Financial Services
New Jersey
$10.7M +$402K +1,913 +4%
HWM
1624
Hohimer Wealth Management
Washington
$10.7M +$4.81M +22,446 +81%
FBT
1625
First Bankers Trust
Kentucky
$10.7M -$873K -4,150 -8%
63 64
65
66 67