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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 %
FTB
1901
First Trust Bank
Bahamas
$7.59M +$1.58M +7,500 +26%
GL
1902
Graypoint LLC
New York
$7.59M -$2.48M -11,773 -25%
IIA
1903
IPG Investment Advisors
California
$7.59M +$1.04M +4,940 +16%
LIM
1904
Loudon Investment Management
New Hampshire
$7.56M -$161K -767 -2%
RCP
1905
Rothschild Capital Partners
New York
$7.53M – – –
SC
1906
Sawyer & Company
Massachusetts
$7.52M -$772K -3,671 -9%
LC
1907
Lunia Capital
Texas
$7.52M -$3.04M -14,476 -29%
MC
1908
MRJ Capital
New York
$7.52M -$181K -860 -2%
KHLMTHM
1909
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.51M -$1.03M -4,905 -12%
MCM
1910
McMillion Capital Management
North Carolina
$7.49M -$6.51M -30,946 -47%
CIM
1911
CIM Investment Management
Pennsylvania
$7.49M -$798K -3,795 -10%
NP
1912
NorthRock Partners
Minnesota
$7.49M +$217K +1,030 +3%
JFA
1913
JNBA Financial Advisors
Minnesota
$7.48M +$174K +825 +2%
AWM
1914
Aries Wealth Management
Maine
$7.48M -$559K -2,660 -7%
SOAMC
1915
Spirit of America Management Corp
New York
$7.47M +$210K +1,000 +3%
DMC
1916
Drexel Morgan & Co
Pennsylvania
$7.46M +$2.1K +10 +0%
GAG
1917
GM Advisory Group
New York
$7.45M +$13.7K +65 +0.2%
MS
1918
Marshall & Sullivan
Washington
$7.45M +$9.25K +44 +0.1%
W
1919
WealthStone
Ohio
$7.45M +$3.91M +18,569 +110%
HA
1920
Hamel Associates
New Jersey
$7.43M -$50.5K -240 -0.7%
JIP
1921
Jaffetilchin Investment Partners
Florida
$7.43M +$113K +537 +2%
EM
1922
Excalibur Management
Massachusetts
$7.39M -$774K -3,680 -9%
GWCM
1923
Godshalk Welsh Capital Management
Pennsylvania
$7.38M +$20K +95 +0.3%
SBL
1924
Sargent Bickham Lagudis
Colorado
$7.36M -$72.6K -345 -1%
LSCM
1925
Light Street Capital Management
California
$7.36M -$27.6M -131,100 -79%
75 76
77
78 79