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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 %
CWM
1851
Chronos Wealth Management
Florida
$8.11M -$162K -772 -2%
PI
1852
Pennant Investors
New Jersey
$8.1M -$4.52M -21,500 -36%
MCWS
1853
McKinley Carter Wealth Services
West Virginia
$8.09M -$41.6K -198 -0.5%
ATPW
1854
Ashton Thomas Private Wealth
Arizona
$8.08M +$53.2K +253 +0.7%
NCM
1855
Northside Capital Management
Oregon
$8.07M -$634K -3,013 -7%
SIG
1856
Sargent Investment Group
Maryland
$8.06M -$13.7K -65 -0.2%
MC
1857
Martin & Co
Tennessee
$8.05M -$304K -1,445 -4%
IWS
1858
Insight Wealth Strategies
California
$8.04M +$2.13M +10,123 +36%
VIA
1859
Vident Investment Advisory
Georgia
$8.02M +$802K +3,814 +11%
CNC
1860
Citizens & Northern Corp
Pennsylvania
$8.02M -$283K -1,345 -3%
EWM
1861
Endurance Wealth Management
Rhode Island
$8.01M -$121K -576 -1%
KP
1862
Keel Point
Alabama
$8.01M +$3.7M +17,589 +86%
EMPI
1863
Elo Mutual Pension Insurance
Finland
$8M +$8M +38,046 New
PAM
1864
Pegasus Asset Management
New York
$8M -$31.6K -150 -0.4%
FPTW
1865
Franklin, Parlapiano, Turner & Welch
Texas
$7.98M -$771K -3,667 -9%
AIA
1866
Affinity Investment Advisors
California
$7.97M -$1.12M -5,349 -12%
PFSC
1867
Peoples Financial Services Corp
Pennsylvania
$7.95M -$196K -930 -2%
PL
1868
Plancorp LLC
Missouri
$7.94M +$1.93M +9,196 +32%
FPFS
1869
First Personal Financial Services
North Carolina
$7.94M -$289K -1,372 -4%
EBT
1870
Enterprise Bank & Trust
Massachusetts
$7.93M -$305K -1,449 -4%
CG
1871
CFO4Life Group
Texas
$7.93M +$121K +577 +2%
PHS
1872
Pekin Hardy Strauss
Illinois
$7.89M -$476K -2,265 -6%
PTP
1873
Platform Technology Partners
New York
$7.88M -$216K -1,026 -3%
OCM
1874
One Capital Management
California
$7.86M -$2.45M -11,665 -24%
AWP
1875
Ascent Wealth Partners
New York
$7.85M -$30.5K -145 -0.4%
73 74
75
76 77