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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 %
CT
1826
Clearstead Trust
Maine
$8.37M -$36.2K -172 -0.4%
CIAS
1827
Capital Investment Advisory Services
North Carolina
$8.36M -$771K -3,665 -8%
CCWA
1828
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.35M -$280K -1,330 -3%
MWA
1829
Moser Wealth Advisors
Washington
$8.34M -$309K -1,471 -4%
PP
1830
Prospector Partners
Connecticut
$8.34M -$474K -2,255 -5%
PAS
1831
Partnervest Advisory Services
California
$8.34M +$666K +3,165 +9%
GWS
1832
Glassman Wealth Services
Virginia
$8.34M +$88.3K +420 +1%
MWVC
1833
Morgens Waterfall Vintiadis & Co
New York
$8.32M -$179K -850 -2%
NAMP
1834
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.29M +$21K +100 +0.3%
CA
1835
Cambridge Advisors
Nebraska
$8.29M -$33.4K -159 -0.4%
SFSG
1836
Stearns Financial Services Group
North Carolina
$8.28M -$898K -4,270 -10%
BO
1837
Bank OZK
Arkansas
$8.25M -$811K -3,855 -9%
TNBTD
1838
Trustmark National Bank Trust Department
Mississippi
$8.25M -$77.6K -369 -0.9%
PCM
1839
Portolan Capital Management
Massachusetts
$8.24M -$1.94M -9,218 -19%
PP
1840
Paloma Partners
Connecticut
$8.23M +$3.66M +17,384 +80%
WP
1841
WealthPLAN Partners
Nebraska
$8.2M +$348K +1,617 +4%
CCC
1842
Chelsea Counsel Company
California
$8.19M -$514K -2,446 -6%
XI
1843
XXEC Inc
Oklahoma
$8.18M +$8.18M +38,947 New
ADL
1844
Asset Dedication LLC
California
$8.16M -$366K -1,740 -4%
IGGA
1845
Iron Gate Global Advisors
Utah
$8.15M +$754K +3,584 +10%
LCP
1846
Legacy Capital Partners
Wisconsin
$8.14M -$73.2K -348 -0.9%
TAM
1847
Trust Asset Management
Texas
$8.14M +$3.61M +17,157 +80%
AAMA
1848
Advanced Asset Management Advisors
Ohio
$8.13M +$431K +2,050 +6%
DBIA
1849
Dumont & Blake Investment Advisors
New Jersey
$8.12M +$198K +939 +2%
AWE
1850
Avidian Wealth Enterprises
Texas
$8.12M +$315K +1,496 +4%
72 73
74
75 76