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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 %
DW
2376
Domani Wealth
Pennsylvania
$4.08M +$204K +968 +5%
NC
2377
NovaPoint Capital
Georgia
$4.07M +$331K +1,575 +9%
TBNY
2378
Trustco Bank (New York)
New York
$4.07M -$31.1K -148 -0.8%
CWM
2379
Connecticut Wealth Management
Connecticut
$4.07M +$1.49M +7,075 +58%
OIS
2380
Okabena Investment Services
Minnesota
$4.06M +$1.09M +5,175 +37%
PAM
2381
Peninsula Asset Management
Florida
$4.05M -$45.2K -215 -1%
GFS
2382
GYL Financial Synergies
Connecticut
$4.05M +$372K +1,767 +10%
WMA
2383
Wealth Management Associates
New Jersey
$4.04M +$98.9K +470 +3%
BA
2384
Bennicas & Associates
California
$4.03M -$2.72M -12,950 -40%
CPIA
2385
Cornell Pochily Investment Advisors
New York
$4.02M +$36.8K +175 +0.9%
GIA
2386
Gladstone Institutional Advisory
Florida
$4.02M +$287K +1,365 +8%
OLA
2387
Oliver Luxxe Assets
New Jersey
$4.01M -$480K -2,284 -11%
ANB
2388
Amarillo National Bank
Texas
$4M -$1.16M -5,500 -22%
HKAM
2389
Horizon Kinetics Asset Management
New York
$4M +$12.4K +59 +0.3%
BCM
2390
Breiter Capital Management
Florida
$3.99M -$273K -1,298 -6%
MCP
2391
Martin Capital Partners
Oregon
$3.99M -$1.53M -7,251 -28%
PCAP
2392
Pratt Collard Advisory Partners
New York
$3.98M -$116K -552 -3%
FSA
2393
Financial Sense Advisors
California
$3.97M -$48.8K -232 -1%
JGIA
2394
Jackson Grant Investment Advisers
Connecticut
$3.96M -$52.8K -251 -1%
CMANY
2395
Capital Management Associates (New York)
New York
$3.95M -$177K -840 -4%
PAM
2396
Paradigm Asset Management
New York
$3.95M -$315K -1,500 -7%
GC
2397
GFG Capital
Florida
$3.95M -$375K -1,783 -9%
BB
2398
Bell Bank
North Dakota
$3.94M +$77.6K +369 +2%
SEEDPG
2399
S.E.E.D. Planning Group
New York
$3.94M -$264K -1,257 -6%
RCIM
2400
Russell Clark Investment Management
United Kingdom
$3.93M +$358K +1,700 +10%
94 95
96
97 98