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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 %
VCA
2001
Verdence Capital Advisors
Maryland
$6.64M +$359K +1,707 +6%
MFG
2002
Magnus Financial Group
New York
$6.63M -$1.59M -7,554 -19%
DFA
2003
Delta Financial Advisors
Louisiana
$6.63M -$121K -577 -2%
QOP
2004
Quinn Opportunity Partners
Virginia
$6.63M +$6.08M +28,900 +1,112%
AIA
2005
Angeles Investment Advisors
California
$6.62M +$248K +1,180 +4%
PWPS
2006
Pinnacle Wealth Planning Services
Ohio
$6.61M -$53.2K -253 -0.8%
ACM
2007
Alta Capital Management
Utah
$6.61M +$238K +1,130 +4%
CWG
2008
Cornerstone Wealth Group
North Carolina
$6.6M +$352K +1,673 +6%
HC
2009
HNP Capital
New York
$6.59M -$888K -3,969 -12%
PWSG
2010
Pacific Wealth Strategies Group
California
$6.59M +$24.2K +115 +0.4%
BKA
2011
Brick & Kyle Associates
Pennsylvania
$6.58M +$721K +3,452 +12%
HCM
2012
Highlander Capital Management
New Jersey
$6.58M – – –
WPA
2013
Winning Points Advisors
Florida
$6.57M -$120K -573 -2%
BCA
2014
Bray Capital Advisors
Florida
$6.55M -$133K -630 -2%
SFS
2015
Strategic Financial Services
New York
$6.53M -$558K -2,654 -8%
SSWM
2016
Sheets Smith Wealth Management
North Carolina
$6.5M +$1.59M +7,582 +33%
BHBT
2017
Burke & Herbert Bank & Trust
Virginia
$6.49M +$96.8K +460 +2%
MDSL
2018
M.D. Sass LLC
New York
$6.49M -$1.18M -5,600 -15%
BFC
2019
Bedel Financial Consulting
Indiana
$6.48M +$9.89K +47 +0.2%
WA1
2020
Wimmer Associates 1
California
$6.46M +$492K +2,337 +8%
RFM
2021
Royal Fund Management
Florida
$6.46M +$720K +3,422 +13%
EAM
2022
Exane Asset Management
France
$6.45M -$5.51M -26,191 -46%
B
2023
Bellecapital
Switzerland
$6.45M -$210 -1 -0%
MIC
2024
Meridian Investment Counsel
California
$6.45M – – –
TCM
2025
Tandem Capital Management
New Jersey
$6.44M -$114K -542 -2%
79 80
81
82 83