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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 %
SCA
1876
Sage Capital Advisors
South Dakota
$7.84M -$52.6K -250 -0.7%
CCM
1877
CWH Capital Management
Washington
$7.83M -$101K -479 -1%
AWS
1878
AJ Wealth Strategies
New York
$7.83M +$109K +517 +1%
DS
1879
Dudley & Shanley
Florida
$7.77M -$205K -975 -3%
NDSI
1880
Newman Dignan & Sheerar Inc
Rhode Island
$7.77M -$70.5K -335 -0.9%
TAMH
1881
Taikang Asset Management (HK)
Hong Kong
$7.77M +$120K +569 +2%
LPT
1882
Legacy Private Trust
Wisconsin
$7.76M +$920K +4,375 +13%
Members Trust
1883
Members Trust
Florida
$7.76M +$160K +763 +2%
RIA
1884
Realta Investment Advisors
Delaware
$7.75M -$4.63K -22 -0.1%
AIA
1885
AIMZ Investment Advisors
California
$7.75M -$105K -498 -1%
CWM
1886
Concentric Wealth Management
California
$7.73M -$29.4K -140 -0.4%
BCM
1887
Blume Capital Management
California
$7.72M -$330K -1,567 -4%
LOPW
1888
Live Oak Private Wealth
North Carolina
$7.72M -$1.27M -6,029 -14%
STB
1889
S&T Bank
Pennsylvania
$7.71M -$866K -4,118 -10%
LAIC
1890
Lederer & Associates Investment Counsel
California
$7.7M +$3.69M +17,554 +92%
BL
1891
BCWM LLC
Kansas
$7.69M -$5.26K -25 -0.1%
SCM
1892
Spreng Capital Management
Ohio
$7.68M -$4.42K -21 -0.1%
SAM
1893
Selway Asset Management
$7.65M – – –
FRA
1894
Front Row Advisors
California
$7.64M -$143K -666 -2%
CM
1895
Capula Management
Cayman Islands
$7.64M +$7.64M +36,310 New
AIM
1896
Acropolis Investment Management
Missouri
$7.64M +$27.6K +131 +0.4%
PAMG
1897
Patton Albertson Miller Group
Tennessee
$7.63M -$204K -971 -3%
ARMT
1898
Amica Retiree Medical Trust
Rhode Island
$7.62M – – –
PCR
1899
Potrero Capital Research
California
$7.61M +$1.11M +5,294 +17%
RCS
1900
Retirement Capital Strategies
California
$7.6M -$261K -1,288 -3%
74 75
76
77 78