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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 %
SIM
2151
Sterling Investment Management
Arizona
$5.45M -$452K -2,147 -8%
PA
2152
Procyon Advisors
Connecticut
$5.44M +$14.9K +71 +0.3%
HFA
2153
HC Financial Advisors
California
$5.43M -$151K -716 -3%
QSS
2154
Quantitative Systematic Strategies
Florida
$5.43M +$335K +1,595 +7%
BCWM
2155
Blue Chip Wealth Management
Florida
$5.43M +$1.05K +5 +0%
JDR
2156
Jay D. Rosenbaum
$5.42M -$193K -920 -3%
MFW
2157
Meristem Family Wealth
Minnesota
$5.41M +$18.3K +87 +0.3%
VWA
2158
V Wealth Advisors
Kansas
$5.4M -$9.75M -46,383 -64%
AC
2159
Avestar Capital
New York
$5.39M -$235K -1,119 -4%
AWM
2160
Avitas Wealth Management
California
$5.39M +$532K +2,530 +11%
AMC
2161
Asset Management Corp
Illinois
$5.38M -$184K -874 -3%
FFA
2162
Founders Financial Alliance
North Carolina
$5.38M +$5.38M +25,105 New
BWM
2163
BNC Wealth Management
Oregon
$5.38M +$5.38M +25,593 New
GFP
2164
Gryphon Financial Partners
Ohio
$5.38M -$224K -1,063 -4%
RCA
2165
Ranch Capital Advisors
Florida
$5.38M -$106K -496 -2%
ATC
2166
Adirondack Trust Company
New York
$5.38M -$55.1K -262 -1%
LCM
2167
Legato Capital Management
California
$5.38M -$500K -2,379 -9%
PWMG
2168
Prestige Wealth Management Group
New Jersey
$5.37M +$286K +1,358 +6%
SIA
2169
Soltis Investment Advisors
Utah
$5.35M -$3.06M -14,525 -36%
ECM
2170
EagleClaw Capital Management
Massachusetts
$5.35M -$210K -1,000 -4%
IP
2171
Intellectus Partners
California
$5.35M -$1.05M -5,010 -16%
ACH
2172
ArrowMark Colorado Holdings
Colorado
$5.34M -$286K -1,360 -5%
AAM
2173
Anglepoint Asset Management
Cayman Islands
$5.34M – – –
AIM
2174
AMI Investment Management
Indiana
$5.33M -$154K -731 -3%
PWMAG
2175
Pinnacle Wealth Management Advisory Group
New Jersey
$5.31M -$1.03M -4,914 -16%
85 86
87
88 89