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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 %
MIM
2351
Moseley Investment Management
Florida
$4.23M -$70.9K -337 -2%
TCA
2352
Taconic Capital Advisors
New York
$4.21M -$27.3M -130,000 -87%
BOC
2353
Barbara Oil Co
Illinois
$4.21M – – –
PRS
2354
Pinkerton Retirement Specialists
Idaho
$4.21M -$193K -918 -4%
DBRC
2355
D.B. Root & Company
Pennsylvania
$4.2M -$216K -1,027 -5%
MCM
2356
Makena Capital Management
California
$4.2M +$4.2M +19,983 New
FA
2357
Financial Advisors
Massachusetts
$4.2M +$66K +314 +2%
HCM
2358
HMS Capital Management
Tennessee
$4.19M -$358K -1,707 -8%
PFO
2359
Pathstone Family Office
New Jersey
$4.18M -$152K -721 -3%
AWA
2360
Arkadios Wealth Advisors
Georgia
$4.18M +$168K +766 +4%
BWM
2361
Baystate Wealth Management
Massachusetts
$4.18M -$505K -2,401 -11%
ARI
2362
Applied Research Investments
Delaware
$4.18M +$850K +4,040 +26%
CCM
2363
Community Capital Management
Florida
$4.17M -$1.09M -5,200 -21%
PI
2364
Parkside Investments
Illinois
$4.16M -$499K -2,375 -11%
FUBT
2365
First United Bank & Trust
Maryland
$4.16M +$13.5K +64 +0.3%
WIM
2366
Wittenberg Investment Management
Massachusetts
$4.13M -$315K -1,500 -7%
AIL
2367
AGF Investments LLC
Ontario, Canada
$4.13M -$10.9M -51,795 -73%
DC
2368
DeDora Capital
California
$4.13M -$409K -1,946 -9%
PI
2369
Pettee Investors
Connecticut
$4.13M +$147K +700 +4%
BCM
2370
Boltwood Capital Management
California
$4.11M -$66.3K -315 -2%
QPWM
2371
Quadrant Private Wealth Management
Pennsylvania
$4.09M +$340K +1,618 +9%
IDBONY
2372
Israel Discount Bank of New York
New York
$4.09M -$230K -1,093 -5%
SH
2373
Svenska Handelsbanken
Sweden
$4.08M – – –
GCM
2374
Geneva Capital Management
Wisconsin
$4.08M +$35.3K +168 +0.9%
CLCM
2375
Crawford Lake Capital Management
New Jersey
$4.08M +$4.08M +19,398 New
93 94
95
96 97