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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 %
NFG
2201
Nations Financial Group
Iowa
$5.18M +$576K +2,740 +13%
FGA
2202
Fortis Group Advisors
New Jersey
$5.16M +$5.16M +24,538 New
ISWM
2203
Independent Solutions Wealth Management
New York
$5.16M +$840K +3,995 +19%
MC
2204
Mathes Company
New York
$5.16M -$1.24M -5,883 -19%
MVA
2205
Mount Vernon Associates
Maryland
$5.15M -$166K -790 -3%
OAM
2206
Ostrum Asset Management
France
$5.14M -$962K -4,575 -16%
PFBT
2207
Parkside Financial Bank & Trust
Missouri
$5.14M -$596K -2,835 -10%
NA
2208
Navellier & Associates
Nevada
$5.14M +$139K +662 +3%
EVC
2209
Eidelman Virant Capital
Missouri
$5.14M +$356K +1,676 +7%
PIA
2210
Perennial Investment Advisors
California
$5.13M +$454K +2,159 +10%
GIM
2211
Guardian Investment Management
California
$5.1M -$315K -1,500 -6%
HCM
2212
HM Capital Management
Missouri
$5.1M +$21K +100 +0.4%
MIC
2213
MU Investments Company
Japan
$5.1M +$62.2K +300 +1%
SG
2214
Somerset Group
Minnesota
$5.09M +$1.68K +8 +0%
SL
2215
Stevard LLC
Illinois
$5.08M -$35.1K -167 -0.7%
FCFC
2216
First Commonwealth Financial Corp
Pennsylvania
$5.07M +$218K +1,036 +4%
AC
2217
Asio Capital
Kentucky
$5.06M +$265K +1,262 +6%
TGAM
2218
TBH Global Asset Management
Tennessee
$5.05M -$782K -3,720 -13%
FMTCOCP
2219
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.05M -$401K -1,906 -7%
SCP
2220
Stamos Capital Partners
California
$5.05M -$105K -500 -2%
JHCP
2221
Jackson Hole Capital Partners
Oklahoma
$5.05M -$212K -1,009 -4%
AO
2222
Allen Operations
New York
$5.04M +$5.04M +23,983 New
SWA
2223
Stratos Wealth Advisors
Ohio
$5.03M +$555K +2,638 +12%
FIM
2224
Fruth Investment Management
Texas
$5.03M -$247K -1,175 -5%
ZCA
2225
Zeke Capital Advisors
Pennsylvania
$5.02M -$425K -2,022 -8%
87 88
89
90 91