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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 %
GAM
2026
GVO Asset Management
Switzerland
$6.44M +$347K +1,650 +6%
CI
2027
CX Institutional
Indiana
$6.43M +$527K +2,505 +9%
AIM
2028
Aspen Investment Management
Michigan
$6.42M +$99.5K +473 +2%
LFGH
2029
Lee Financial Group Hawaii
Hawaii
$6.39M -$275K -1,306 -4%
LF
2030
Lantz Financial
Illinois
$6.39M -$526K -2,499 -8%
FMT
2031
First Mercantile Trust
Tennessee
$6.37M -$1.61M -7,384 -20%
HC
2032
Hourglass Capital
Texas
$6.36M -$12.6K -60 -0.2%
HZ
2033
Hixon Zuercher
Ohio
$6.36M +$33K +157 +0.5%
HCM
2034
Hillman Capital Management
Maryland
$6.35M -$204K -970 -3%
CFFP
2035
Center for Financial Planning
Michigan
$6.35M -$46.1K -219 -0.7%
CCM
2036
Carlson Capital Management
Minnesota
$6.34M -$247K -1,176 -4%
SFP
2037
Shepherd Financial Partners
Massachusetts
$6.33M -$179K -852 -3%
RFWA
2038
RPg Family Wealth Advisory
Massachusetts
$6.33M +$68.4K +325 +1%
LPIC
2039
LeJeune Puetz Investment Counsel
Michigan
$6.32M -$237K -1,128 -4%
F
2040
Filament
Washington
$6.32M -$252K -1,196 -4%
RMAM
2041
Raab & Moskowitz Asset Management
New Jersey
$6.31M -$143K -680 -2%
NB
2042
Nicolet Bankshares
Wisconsin
$6.31M +$187K +890 +3%
NAM
2043
Nexpoint Asset Management
Texas
$6.31M – – –
3CP
2044
3G Capital Partners
New York
$6.31M +$3.79M +18,000 +150%
QT
2045
Quantbot Technologies
New York
$6.3M +$6.3M +29,930 New
IA
2046
IFG Advisory
Georgia
$6.29M -$9.25K -44 -0.1%
RM
2047
Resource Management
Louisiana
$6.29M +$256K +1,215 +4%
WCM
2048
Windward Capital Management
California
$6.29M +$39.5K +188 +0.6%
Group One Trading
2049
Group One Trading
Illinois
$6.29M +$5.49M +26,099 +689%
FIM
2050
Freedom Investment Management
Connecticut
$6.28M -$938K -4,460 -13%
80 81
82
83 84