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Microsoft
MSFT

Overview Fund Activity

3,515 hedge funds and large institutions have $856B invested in Microsoft in 2020 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,452 increasing their positions, 1,697 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+87
Holders Change %
+2.54%
% of All Funds
77.65%
Holding in Top 10
2,002
Holding in Top 10 Change
+279
Holding in Top 10 Change %
+16.19%
% of All Funds
44.22%
New
216
Increased
1,452
Reduced
1,697
Closed
78
Calls
$12.2B
Puts
$13B
Net Calls
-$789M
Net Calls Change
+$3.39B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.6B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.39B
3
Victory Capital Management
Victory Capital Management
Texas
+$1.01B
4
Swiss National Bank
Swiss National Bank
Switzerland
+$834M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$557M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$6.54B
2
Goldman Sachs
Goldman Sachs
New York
-$2.33B
3
JFA
Johanson Financial Advisors
California
-$981M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$933M
5
Dodge & Cox
Dodge & Cox
California
-$877M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWI
2476
Thomas White International
Illinois
$2.67M -$40.2K -255 -1%
AWM
2477
Aberdeen Wealth Management
Illinois
$2.67M +$6.78K +43 +0.3%
CAM
2478
Cozad Asset Management
Illinois
$2.66M +$84.5K +536 +3%
BMC
2479
Beaton Management Company
Massachusetts
$2.66M +$105K +665 +4%
SIM
2480
SSI Investment Management
California
$2.65M -$29.2K -185 -1%
MSS
2481
Mitchell Sinkler & Starr
Pennsylvania
$2.65M +$276K +1,750 +12%
EM
2482
ELCO Management
New York
$2.65M +$22.2K +141 +0.8%
KA
2483
Klingman & Associates
New York
$2.65M -$8.99K -57 -0.3%
AAA
2484
Adams Asset Advisors
Texas
$2.64M -$2.22M -14,099 -46%
FPCP
2485
Fort Point Capital Partners
California
$2.64M -$150K -953 -5%
RSC
2486
Red Spruce Capital
Pennsylvania
$2.64M +$201K +1,272 +8%
FC
2487
Forte Capital
New York
$2.64M +$234K +1,486 +10%
PWS
2488
Peloton Wealth Strategists
Indiana
$2.63M +$2.38M +15,100 +944%
HHGA
2489
Halbert Hargrove Global Advisors
California
$2.63M -$988K -6,264 -27%
TWP
2490
Tempus Wealth Planning
California
$2.62M -$31.2K -198 -1%
PAM
2491
Paradigm Asset Management
New York
$2.62M – – –
SP
2492
Successful Portfolios
Florida
$2.62M +$156K +987 +6%
PIG
2493
Pantheon Investment Group
California
$2.62M +$484K +3,048 +23%
NED
2494
Nancy E. Dempze
$2.62M -$86.9K -551 -3%
CIP
2495
Cornerstone Investment Partners
Georgia
$2.61M -$2.69M -17,075 -51%
ADBIC
2496
A.D. Beadell Investment Counsel
Wisconsin
$2.61M -$254K -1,610 -9%
BWM
2497
BT Wealth Management
Georgia
$2.61M +$396K +2,508 +18%
CW
2498
CreativeOne Wealth
Kansas
$2.61M -$407K -2,580 -14%
FNBOSM
2499
First National Bank of South Miami
Florida
$2.6M -$35.8K -227 -1%
WCA
2500
Westover Capital Advisors
Delaware
$2.6M +$390K +2,471 +18%
98 99
100
101 102