MSFT icon

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 %
LM
2051
Lincluden Management
Ontario, Canada
$6.28M -$456K -2,175 -7%
HCM
2052
Hollencrest Capital Management
California
$6.27M -$237K -1,126 -4%
CFG
2053
Cambridge Financial Group
Ohio
$6.27M -$2.83M -13,465 -31%
FP
2054
Financial Perspectives
Minnesota
$6.26M +$279K +1,326 +5%
FFG
2055
Frisch Financial Group
New York
$6.26M -$192K -914 -3%
BCM
2056
Birch Capital Management
Texas
$6.25M +$210 +1 +0%
HI
2057
Harrington Investments
California
$6.25M -$359K -1,706 -5%
GBT
2058
Grove Bank & Trust
Florida
$6.24M +$116K +551 +2%
RA
2059
RFG Advisory
Alabama
$6.24M -$238K -1,131 -4%
LI
2060
Lafayette Investments
Maryland
$6.19M -$568K -2,702 -8%
EW
2061
Evoke Wealth
California
$6.18M -$310K -1,473 -5%
VRM
2062
Vectors Research Management
New York
$6.18M -$848K -4,035 -12%
CMTU
2063
Capital Markets Trading (UK)
United Kingdom
$6.18M +$6.18M +28,829 New
AAM
2064
Ascension Asset Management
New York
$6.15M +$6.15M +29,238 New
CA
2065
Cornerstone Advisory
Maryland
$6.14M +$372K +1,770 +6%
BOM
2066
Bank of Marin
California
$6.13M -$260K -1,238 -4%
KCM
2067
Karp Capital Management
California
$6.12M +$114K +544 +2%
BHA
2068
Beech Hill Advisors
New York
$6.12M +$2.13M +10,135 +53%
SFA
2069
Stewardship Financial Advisors
Georgia
$6.11M -$306K -1,454 -5%
MFS
2070
Monetta Financial Services
Illinois
$6.1M -$1.26M -6,000 -17%
PCM
2071
Poehling Capital Management
Wisconsin
$6.1M -$1.01M -4,788 -14%
AWM
2072
Affinity Wealth Management
Delaware
$6.1M +$27.9K +135 +0.5%
IG
2073
Inherent Group
New York
$6.09M – – –
EWG
2074
Executive Wealth Group
Washington
$6.07M +$4.21K +20 +0.1%
MAA
2075
Mraz Amerine & Associates
California
$6.06M -$4.18M -19,889 -41%
81 82
83
84 85