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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 %
SF
1751
Symphony Financial
Texas
$9.08M -$777K -3,696 -8%
BIMC
1752
Benson Investment Management Company
Virginia
$9.07M -$6.73K -32 -0.1%
CIM
1753
Chapman Investment Management
California
$9.07M +$9.04K +43 +0.1%
QCG
1754
Quadrant Capital Group
Ohio
$9.07M +$1.01M +4,821 +13%
FFA
1755
Fragasso Financial Advisors
Pennsylvania
$9.05M +$82.5K +392 +0.9%
BC
1756
Brookfield Corp
Ontario, Canada
$9.04M +$4M +19,000 +79%
LKIM
1757
Lawson Kroeker Investment Management
Nebraska
$9.03M – – –
OPA
1758
Old Port Advisors
Maine
$9.02M -$323K -1,536 -3%
PM
1759
Penbrook Management
New York
$9.02M +$278K +1,320 +3%
LSPW
1760
Lake Street Private Wealth
Illinois
$9.01M -$150K -712 -2%
MWM
1761
Minot Wealth Management
Massachusetts
$9.01M -$370K -1,757 -4%
GAM
1762
Grandview Asset Management
Pennsylvania
$9.01M -$193K -918 -2%
RB
1763
Rodgers Brothers
Pennsylvania
$9M -$10.5K -50 -0.1%
BA
1764
Birinyi Associates
Connecticut
$8.99M +$490K +2,331 +6%
MWM
1765
Marietta Wealth Management
Georgia
$8.99M -$185K -878 -2%
FANJ
1766
Financial Architects (New Jersey)
New Jersey
$8.98M +$35.8K +170 +0.4%
OAMG
1767
Odey Asset Management Group
United Kingdom
$8.97M -$1.2M -5,700 -12%
MPA
1768
Marvin & Palmer Associates
Delaware
$8.97M +$78.5K +373 +0.9%
AC
1769
AMS Capital
Brazil
$8.96M +$254K +1,210 +3%
9WM
1770
9258 Wealth Management
Ohio
$8.93M +$1.68M +8,294 +23%
UCI
1771
Uncommon Cents Investing
Wisconsin
$8.93M -$371K -1,762 -4%
IMOV
1772
Investment Management of Virginia
Virginia
$8.93M -$1.26M -6,001 -12%
CIM
1773
Contravisory Investment Management
Massachusetts
$8.92M -$52.2K -248 -0.6%
PFS
1774
Physicians Financial Services
North Carolina
$8.92M -$93.4K -444 -1%
TS
1775
Tamar Securities
California
$8.9M +$2.17M +10,310 +32%
69 70
71
72 73