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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 %
EWM
2526
EPG Wealth Management
Georgia
$2.5M +$274K +1,735 +12%
MPIA
2527
Mountain Pacific Investment Advisers
Idaho
$2.5M +$164K +1,038 +7%
LC
2528
Lindbrook Capital
California
$2.49M -$348K -2,208 -12%
BWL
2529
Bogart Wealth LLC
Virginia
$2.49M +$279K +1,770 +13%
DCM
2530
Dimension Capital Management
Florida
$2.49M +$1.24M +7,835 +98%
SW
2531
StrongBox Wealth
Missouri
$2.49M +$2.49M +15,815 New
ACA
2532
Atlas Capital Advisors
Wyoming
$2.49M -$110K -697 -4%
CCM
2533
Chickasaw Capital Management
Tennessee
$2.48M -$401K -2,540 -14%
SIA
2534
Starfire Investment Advisers
Michigan
$2.47M +$82.9K +526 +3%
ECAM
2535
East Coast Asset Management
Massachusetts
$2.47M -$78.6K -498 -3%
CFA
2536
Cahill Financial Advisors
Minnesota
$2.47M -$37.4K -237 -1%
GCM
2537
Gables Capital Management
Florida
$2.47M +$146K +925 +6%
LWM
2538
Liberty Wealth Management
California
$2.47M -$120K -760 -5%
IIA
2539
ICW Investment Advisors
Arizona
$2.47M -$6.31K -40 -0.3%
CYG
2540
Clean Yield Group
Vermont
$2.47M -$1.39M -8,792 -36%
VI
2541
Versor Investments
New York
$2.47M -$2.81M -17,800 -53%
FC
2542
Financial Consulate
Maryland
$2.46M -$21.8K -138 -0.9%
AA
2543
Argent Advisors
Louisiana
$2.46M -$321K -2,038 -12%
FIA
2544
Foundations Investment Advisors
Arizona
$2.45M +$1.08M +7,102 +79%
WAG
2545
Winthrop Advisory Group
Massachusetts
$2.44M +$180K +1,140 +8%
EHWM
2546
Eads & Heald Wealth Management
Georgia
$2.44M -$232K -1,473 -9%
RW
2547
REDW Wealth
New Mexico
$2.44M +$38.9K +247 +2%
AWA
2548
Acorn Wealth Advisors
Michigan
$2.43M +$365K +2,268 +18%
DFG
2549
Demars Financial Group
Washington
$2.43M +$164K +1,043 +7%
OFS
2550
Orrstown Financial Services
Pennsylvania
$2.42M -$272K -1,726 -10%
100 101
102
103 104