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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 %
AFC
2226
AFT Forsyth & Company
Florida
$5.02M -$94.9K -451 -2%
ACM
2227
Ayrshire Capital Management
Connecticut
$5.01M +$85K +404 +2%
RCIM
2228
Red Cedar Investment Management
Michigan
$5.01M +$1.29M +6,119 +35%
BWP
2229
Bernardo Wealth Planning
Pennsylvania
$5.01M +$375K +1,785 +8%
AAA
2230
Adams Asset Advisors
Texas
$4.99M -$98K -466 -2%
CFA
2231
CWS Financial Advisors
Michigan
$4.99M -$322K -1,532 -6%
RPWA
2232
Regent Peak Wealth Advisors
Georgia
$4.98M +$265K +1,261 +6%
FVWA
2233
Foster Victor Wealth Advisors
South Carolina
$4.98M +$698K +3,317 +16%
SIAP
2234
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.98M -$364K -1,732 -7%
WI
2235
WrapManager Inc
California
$4.97M -$198K -943 -4%
SWA
2236
Sutton Wealth Advisors
Florida
$4.96M +$107K +509 +2%
AB
2237
Atlas Brown
Kentucky
$4.95M -$43.1K -205 -0.9%
GA
2238
Gateway Advisory
New Jersey
$4.94M +$419K +1,992 +9%
GP
2239
Geneva Partners
Wisconsin
$4.94M -$32.4K -154 -0.7%
NJBEST
2240
New Jersey Better Educational Savings Trust
New Jersey
$4.92M – – –
IAS
2241
IMA Advisory Services
Colorado
$4.91M -$148K -705 -3%
CST
2242
Charles Schwab Trust
Nevada
$4.91M +$122K +580 +3%
AF
2243
Affiance Financial
Minnesota
$4.91M -$519K -2,468 -10%
IFAM
2244
Institutional & Family Asset Management
Colorado
$4.9M -$1.55M -7,353 -24%
CRCM
2245
Crystal Rock Capital Management
Illinois
$4.89M -$410K -1,950 -8%
TAM
2246
Townsend Asset Management
North Carolina
$4.89M +$71.1K +338 +1%
BSB
2247
Bangor Savings Bank
Maine
$4.88M -$348K -1,652 -7%
OGC
2248
Oak Grove Capital
New Hampshire
$4.88M -$215K -1,023 -4%
GCM
2249
Gibraltar Capital Management
Oklahoma
$4.87M -$1.74M -8,293 -26%
MAM
2250
Marketfield Asset Management
New York
$4.86M -$3.58K -17 -0.1%
88 89
90
91 92