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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 %
RCG
2076
Rock Creek Group
District of Columbia
$6.05M +$721K +3,428 +14%
JSL
2077
JT Stratford LLC
Georgia
$6.04M -$1.21M -5,754 -17%
HH
2078
HWG Holdings
Texas
$6.04M -$8.52M -40,486 -59%
RAM
2079
Roanoke Asset Management
New Jersey
$6.03M -$28.4K -135 -0.5%
SFSIG
2080
San Francisco Sentry Investment Group
California
$6.02M -$22.1K -105 -0.4%
MCA
2081
Morris Capital Advisors
Pennsylvania
$6.02M -$337K -1,603 -5%
VSWA
2082
Vontobel Swiss Wealth Advisors
Switzerland
$6.02M +$21.5K +105 +0.4%
ACM
2083
Alpha Capital Management
Texas
$6M +$215K +1,024 +4%
FA
2084
FCG Advisors
New Jersey
$5.99M +$871K +4,140 +17%
IC
2085
Investment Counsel
Michigan
$5.99M -$93.6K -445 -2%
LSC
2086
Lesa Sroufe & Co
Washington
$5.98M -$16.6K -79 -0.3%
COF
2087
Capital One Financial
Virginia
$5.97M -$431K -2,047 -7%
GEM
2088
Global Endowment Management
North Carolina
$5.96M +$5.96M +28,336 New
WA
2089
Wealth Advisors
California
$5.96M +$28K +133 +0.5%
WCA
2090
Whetstone Capital Advisors
Kansas
$5.95M – – –
EF
2091
Exeter Financial
Arizona
$5.93M +$93.2K +443 +2%
WWM
2092
Windsor Wealth Management
Indiana
$5.91M -$140K -668 -2%
GP
2093
Greenline Partners
New York
$5.91M +$3.44M +16,372 +140%
BFO
2094
Biltmore Family Office
North Carolina
$5.89M -$273K -1,299 -4%
SCM
2095
SOL Capital Management
Maryland
$5.89M -$179K -851 -3%
CAC
2096
Core Alternative Capital
Georgia
$5.87M -$1.71M -8,113 -23%
SS
2097
Sunbelt Securities
Texas
$5.87M -$327K -1,555 -5%
GIC
2098
Gantzert Investment Company
Illinois
$5.86M -$141K -670 -2%
LHC
2099
Little House Capital
Massachusetts
$5.86M -$19.4K -92 -0.3%
HIS
2100
Horizon Investment Services
Indiana
$5.86M -$371K -1,764 -6%
82 83
84
85 86