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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 %
SC
2126
Stolper & Co
Oklahoma
$5.64M -$183K -872 -3%
PO
2127
Private Ocean
California
$5.62M -$61.4K -292 -1%
MWA
2128
MFA Wealth Advisors
Pennsylvania
$5.61M -$263K -1,252 -4%
TPA
2129
Trivium Point Advisory
Connecticut
$5.61M +$689K +3,276 +14%
HIP
2130
Harrell Investment Partners
Texas
$5.6M +$208K +990 +4%
CAS
2131
Cascadia Advisory Services
Oregon
$5.59M +$2.9M +13,769 +107%
IP
2132
Investment Partners
Ohio
$5.58M -$706K -3,359 -11%
CPC
2133
Congress Park Capital
New York
$5.57M -$277K -1,317 -5%
HWMG
2134
Hurlow Wealth Management Group
Indiana
$5.56M -$227K -1,077 -4%
PRWA
2135
Platte River Wealth Advisors
Colorado
$5.56M +$62.5K +297 +1%
VCM
2136
Versant Capital Management
Arizona
$5.56M -$1.12M -5,320 -17%
BCM
2137
Brooktree Capital Management
Michigan
$5.55M -$135K -640 -2%
MCCP
2138
Mission Creek Capital Partners
California
$5.55M +$2.41M +11,480 +77%
AIC
2139
Argus Investors Counsel
New York
$5.54M +$135K +642 +2%
V
2140
VeraBank
Texas
$5.54M -$31.8K -151 -0.6%
CA
2141
Claro Advisors
Massachusetts
$5.54M -$981K -4,665 -15%
EAM
2142
Evanson Asset Management
California
$5.53M +$425K +2,020 +8%
IRAG
2143
Investment Research & Advisory Group
Georgia
$5.53M -$199K -945 -3%
KCMRT
2144
Kemper Corp Master Retirement Trust
Illinois
$5.52M -$6.47M -30,750 -54%
ESB
2145
Essex Savings Bank
Connecticut
$5.51M -$60.2K -286 -1%
FSC
2146
Full Sail Capital
Oklahoma
$5.48M -$988K -4,426 -15%
WA
2147
Wealth Alliance
New York
$5.46M -$198K -943 -4%
AIP
2148
Almanack Investment Partners
Pennsylvania
$5.46M +$639K +3,028 +13%
CAAS
2149
Capital Asset Advisory Services
Michigan
$5.45M -$60.1K -286 -1%
5L
2150
55I LLC
Massachusetts
$5.45M +$3.25M +15,445 +148%
84 85
86
87 88