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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 %
KFA
1651
Kelleher Financial Advisors
New York
$10.3M -$907K -4,311 -8%
FHA
1652
Flagship Harbor Advisors
Massachusetts
$10.3M +$68.6K +326 +0.7%
GWM
1653
Greenwich Wealth Management
Connecticut
$10.3M -$19.8K -94 -0.2%
IA
1654
Icon Advisers
Colorado
$10.3M +$580K +2,756 +6%
VVP
1655
Venture Visionary Partners
Ohio
$10.3M +$828K +3,915 +9%
IP
1656
Isthmus Partners
Wisconsin
$10.3M +$28.6K +136 +0.3%
TFS
1657
Thoroughbred Financial Services
Tennessee
$10.3M -$310K -1,472 -3%
WIA
1658
Westbourne Investment Advisors
Maryland
$10.3M +$61.8K +294 +0.6%
MTWSIF
1659
Mivtachim The Workers Social Insurance Fund
Israel
$10.3M +$10.3M +48,800 New
FWC
1660
First Washington Corp
Washington
$10.3M -$1.48M -7,020 -13%
MC
1661
Middleton & Co
Massachusetts
$10.2M -$170K -810 -2%
TCA
1662
Transcend Capital Advisors
New Jersey
$10.2M +$1.9M +9,047 +23%
TPWA
1663
TRUE Private Wealth Advisors
Oregon
$10.2M +$1.09M +5,173 +12%
CWM
1664
Cornerstone Wealth Management
Missouri
$10.2M -$227K -1,079 -2%
WCM
1665
Whitener Capital Management
North Carolina
$10.2M -$6.94K -33 -0.1%
CWM
1666
Cordatus Wealth Management
Pennsylvania
$10.1M -$131K -624 -1%
BRCM
1667
Bright Rock Capital Management
Massachusetts
$10.1M – – –
OC
1668
Oakworth Capital
Alabama
$10.1M -$109K -517 -1%
BRWM
1669
B. Riley Wealth Management
Tennessee
$10.1M -$17.6M -83,800 -64%
TWM
1670
TLW Wealth Management
Florida
$10.1M -$54.1K -257 -0.5%
AFM
1671
Abbot Financial Management
Massachusetts
$10M -$132K -627 -1%
AMM
1672
American Money Management
California
$10M -$495K -2,353 -5%
WAS
1673
WESPAC Advisors SoCal
California
$10M -$2.24M -10,382 -18%
MJP
1674
Michael J. Puzo
$9.99M -$678K -3,225 -6%
DS
1675
DRW Securities
Illinois
$9.98M +$7.97M +37,913 +397%
65 66
67
68 69