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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 %
LC
2301
Lindbrook Capital
California
$4.56M -$111K -527 -2%
KTM
2302
Keeler Thomas Management
Utah
$4.56M +$796K +3,790 +21%
SAMC
2303
Spectrum Asset Management (California)
California
$4.55M +$38.1K +181 +0.8%
LAM
2304
L2 Asset Management
Massachusetts
$4.55M +$152K +723 +3%
EML
2305
Eos Management LP
New York
$4.55M – – –
SDWMA
2306
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.54M +$40.6K +193 +0.9%
ACP
2307
Aviance Capital Partners
Florida
$4.54M +$218K +1,037 +5%
BFG
2308
Beacon Financial Group
Texas
$4.51M -$119K -565 -3%
WBG
2309
Wharton Business Group
Pennsylvania
$4.51M -$761K -3,617 -14%
KOMWMG
2310
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.5M -$65.6K -312 -1%
SFG
2311
SNS Financial Group
Minnesota
$4.49M -$192K -912 -4%
CNFG
2312
Creegan & Nassoura Financial Group
New Hampshire
$4.48M -$336K -1,599 -7%
LF
2313
Lee Financial
Texas
$4.48M -$138K -654 -3%
CB
2314
CNB Bank
Pennsylvania
$4.48M -$221K -1,050 -5%
BEC
2315
Blue Edge Capital
Virginia
$4.47M -$89.6K -426 -2%
KA
2316
Klingman & Associates
New York
$4.46M +$567K +2,694 +15%
APG
2317
Abacus Planning Group
South Carolina
$4.45M -$28.6K -136 -0.6%
VFP
2318
Verus Financial Partners
Virginia
$4.45M +$2.39M +11,339 +116%
MA
2319
MCF Advisors
Kentucky
$4.45M +$32.8K +156 +0.7%
KC
2320
Kingfisher Capital
North Carolina
$4.44M +$126K +597 +3%
CH
2321
Canton Hathaway
Rhode Island
$4.44M -$94.6K -450 -2%
FPB
2322
First PREMIER Bank
South Dakota
$4.42M -$16K -76 -0.4%
MUAMU
2323
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.42M -$4.52M -21,500 -51%
DCM
2324
Discovery Capital Management
Connecticut
$4.42M +$4.42M +21,000 New
NCL
2325
Nishkama Capital LLC
Puerto Rico
$4.42M +$4.42M +21,000 New
91 92
93
94 95