MSFT icon

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 %
FPGK
1726
Financial Partners Group (Kansas)
Kansas
$9.31M -$35.1K -167 -0.4%
EWM
1727
Executive Wealth Management
Michigan
$9.3M +$415K +1,973 +5%
CIM
1728
Chiron Investment Management
New York
$9.3M +$4.67M +22,213 +101%
ZCI
1729
Zevenbergen Capital Investments
Washington
$9.3M -$194K -923 -2%
NL
1730
NVWM LLC
Pennsylvania
$9.29M +$56.6K +269 +0.6%
RCAG
1731
Rehmann Capital Advisory Group
Michigan
$9.28M -$19.1K -91 -0.2%
SB
1732
Strategic Blueprint
Georgia
$9.27M +$1.78M +8,452 +24%
STA
1733
Summit Trail Advisors
New York
$9.25M +$4.26M +19,785 +86%
EH
1734
Employers Holdings
Nevada
$9.23M -$1.27M -6,024 -12%
KFGK
1735
Keystone Financial Group (Kentucky)
Kentucky
$9.22M +$96.7K +460 +1%
SEIA
1736
Signature Estate & Investment Advisors
California
$9.22M +$458K +2,177 +5%
M
1737
Mirova
France
$9.21M +$376K +1,789 +4%
BMCM
1738
Bryn Mawr Capital Management
Pennsylvania
$9.21M +$7.15K +34 +0.1%
NI
1739
Noked Israel
Israel
$9.18M -$841K -4,000 -8%
NC
1740
Noked Capital
Israel
$9.18M -$841K -4,000 -8%
SAM
1741
Smithbridge Asset Management
Pennsylvania
$9.18M +$20.6K +98 +0.2%
BCM
1742
Beck Capital Management
Texas
$9.17M -$2.02M -9,591 -18%
CWP
1743
CFM Wealth Partners
Texas
$9.16M +$372K +1,769 +4%
CCM
1744
Compton Capital Management
Rhode Island
$9.16M -$17.9K -85 -0.2%
CHAM
1745
Clear Harbor Asset Management
Connecticut
$9.15M +$39.8K +189 +0.4%
TIP
1746
Torray Investment Partners
Maryland
$9.15M -$123K -587 -1%
ACM
1747
Academy Capital Management
Texas
$9.14M -$127K -603 -1%
KWM
1748
Keebeck Wealth Management
Illinois
$9.12M +$648K +3,080 +8%
CWM
1749
Circle Wealth Management
New Jersey
$9.11M +$419K +1,993 +5%
PCM
1750
Penserra Capital Management
California
$9.1M +$4.98M +23,670 +121%
68 69
70
71 72