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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 %
TSWM
1926
Triangle Securities Wealth Management
North Carolina
$7.35M -$174K -829 -2%
EIA
1927
Eastover Investment Advisors
North Carolina
$7.35M -$12.8K -61 -0.2%
ECML
1928
Eagle Capital Management (Louisiana)
Louisiana
$7.34M -$131K -621 -2%
HI
1929
HBK Investments
Texas
$7.33M -$4.47M -21,258 -38%
PWAP
1930
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$7.33M -$201K -954 -3%
DSA
1931
Droms Strauss Advisors
Missouri
$7.33M +$42.7K +203 +0.6%
MPAM
1932
Murphy Pohlad Asset Management
Minnesota
$7.32M -$711K -3,381 -9%
SCG
1933
Sonata Capital Group
Washington
$7.31M -$20.8K -99 -0.3%
CAG
1934
Csenge Advisory Group
Florida
$7.28M -$2.04M -9,894 -22%
AIM
1935
Aurora Investment Managers
Florida
$7.27M +$191K +910 +3%
FI
1936
FormulaFolio Investments
Michigan
$7.25M +$1.06M +5,019 +17%
MMM
1937
Mendel Money Management
Illinois
$7.25M -$342K -1,627 -5%
MWM
1938
Modera Wealth Management
New Jersey
$7.23M -$2.31K -11 -0%
JWM
1939
Jupiter Wealth Management
Colorado
$7.21M -$1.44M -6,830 -17%
DTC
1940
Davidson Trust Company
Washington
$7.2M +$25.6K +122 +0.4%
AWM
1941
Aevitas Wealth Management
Massachusetts
$7.2M +$97.3K +460 +1%
SC
1942
Searle & Co
Connecticut
$7.19M – – –
VBFG
1943
Vishria Bird Financial Group
Tennessee
$7.17M -$4.21K -20 -0.1%
CFMC
1944
Curbstone Financial Management Corp
New Hampshire
$7.17M -$328K -1,558 -4%
BCCM
1945
Bridge Creek Capital Management
Massachusetts
$7.15M -$147K -699 -2%
LA
1946
LVW Advisors
New York
$7.15M -$275K -1,309 -4%
WA
1947
WealthTrust Axiom
Pennsylvania
$7.15M +$171K +814 +2%
HCA
1948
Horan Capital Advisors
Ohio
$7.13M +$59.3K +282 +0.8%
TP
1949
Tranquility Partners
Tennessee
$7.13M -$332K -1,580 -4%
NCM
1950
Northwest Capital Management
Oregon
$7.12M +$11.8K +56 +0.2%
76 77
78
79 80