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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 %
AWM
2326
Atticus Wealth Management
Florida
$4.41M +$55.7K +265 +1%
MW
2327
Marcum Wealth
Ohio
$4.38M -$1.63M -7,770 -27%
HCM
2328
Hengehold Capital Management
Ohio
$4.37M -$44.6K -212 -1%
ECM
2329
Elgethun Capital Management
South Dakota
$4.37M -$46.6K -221 -1%
BCA
2330
Bay Colony Advisors
Massachusetts
$4.35M -$487K -2,315 -10%
CCA
2331
Catalyst Capital Advisors
New York
$4.34M -$515K -2,449 -11%
KMWM
2332
Keudell/Morrison Wealth Management
Oregon
$4.34M -$196K -932 -4%
Twin Tree Management
2333
Twin Tree Management
Texas
$4.34M +$4.34M +20,619 New
WCA
2334
Westover Capital Advisors
Delaware
$4.33M +$479K +2,277 +12%
VA
2335
Valmark Advisers
Ohio
$4.31M -$11.8K -56 -0.3%
CW
2336
CreativeOne Wealth
Kansas
$4.3M +$17.2K +82 +0.4%
SFA
2337
Souders Financial Advisors
Ohio
$4.3M -$145K -688 -3%
BOPW
2338
Brandywine Oak Private Wealth
Pennsylvania
$4.29M -$152K -722 -3%
Walleye Capital
2339
Walleye Capital
New York
$4.29M +$3.75M +17,820 +688%
UFF
2340
USA Financial Formulas
Michigan
$4.29M -$3.64M -17,329 -46%
T2I
2341
Turim 21 Investimentos
Brazil
$4.29M -$4.54M -21,574 -51%
MCP
2342
Mirador Capital Partners
California
$4.27M +$296K +1,406 +7%
MSA
2343
Marino Stram & Associates
Massachusetts
$4.26M +$463K +2,202 +12%
LS
2344
Leelyn Smith
Illinois
$4.26M +$2.77M +13,170 +185%
FWP
2345
FAS Wealth Partners
Kansas
$4.26M -$351K -1,668 -8%
PAM
2346
Pinpoint Asset Management
Hong Kong
$4.25M -$126K -600 -3%
CA
2347
Crewe Advisors
Utah
$4.25M +$13K +62 +0.3%
WAOTB
2348
Wealth Advisors of Tampa Bay
Florida
$4.24M -$138K -658 -3%
DL
2349
DOHJ LLC
Washington
$4.24M +$22.1K +99 +0.5%
CWAG
2350
Compton Wealth Advisory Group
Virginia
$4.24M +$36.4K +173 +0.9%
92 93
94
95 96