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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
2401
Montgomery Investment Management
Maryland
$3.93M +$191K +910 +5%
UBG
2402
United Bank (Georgia)
Georgia
$3.92M +$242K +1,149 +7%
HIC
2403
Harvey Investment Company
Kentucky
$3.92M – – –
NIP
2404
Nicholas Investment Partners
California
$3.91M -$1.08M -5,120 -22%
RFN
2405
RDA Financial Network
Iowa
$3.91M -$136K -647 -3%
KTC
2406
Kistler-Tiffany Companies
Pennsylvania
$3.9M -$105K -497 -3%
BCM
2407
Brookmont Capital Management
Texas
$3.9M +$63.9K +304 +2%
BL
2408
Balentine LLC
Georgia
$3.89M +$950K +4,517 +32%
EMG
2409
ETF Managers Group
New Jersey
$3.88M +$158K +761 +4%
VR
2410
Viridian RIA
Washington
$3.88M -$219K -1,041 -5%
RCA
2411
Resonant Capital Advisors
Wisconsin
$3.86M -$544K -2,584 -12%
MCIA
2412
Mountain Capital Investment Advisors
Colorado
$3.86M +$3.57M +16,128 +1,247%
SRSA
2413
S.R. Schill & Associates
Washington
$3.86M +$115K +545 +3%
GPA
2414
Garrison Point Advisors
California
$3.85M -$90.6K -431 -2%
MCM
2415
Marathon Capital Management
Maryland
$3.84M -$479K -2,279 -11%
BWL
2416
Bogart Wealth LLC
Virginia
$3.84M +$240K +1,143 +7%
GSWM
2417
Golden State Wealth Management
California
$3.83M -$1.23M -5,861 -24%
TI
2418
Trexquant Investment
Connecticut
$3.83M +$3.83M +18,225 New
FMB
2419
Field & Main Bank
Kentucky
$3.82M +$254K +1,210 +7%
KL
2420
KWMG LLC
Kansas
$3.81M +$65.6K +312 +2%
MLIC
2421
Mandatum Life Insurance Company
Finland
$3.79M +$20.6K +98 +0.5%
CFG
2422
Capstone Financial Group
Oklahoma
$3.79M -$348K -1,689 -8%
VLC
2423
Van Leeuwen & Company
New Jersey
$3.79M -$1.98M -9,391 -34%
NWS
2424
Newport Wealth Strategies
California
$3.78M -$74.6K -351 -2%
CCP
2425
Cardan Capital Partners
Colorado
$3.78M +$113K +539 +3%
95 96
97
98 99