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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 %
CSWG
2576
Cardinal Strategic Wealth Guidance
Kentucky
$2.31M -$234K -1,481 -9%
QPWM
2577
Quadrant Private Wealth Management
Pennsylvania
$2.31M +$557K +3,529 +32%
MA
2578
MONECO Advisors
Connecticut
$2.3M -$370K -2,345 -14%
LA
2579
Legacy Advisors
Pennsylvania
$2.29M -$103K -656 -4%
CPSC
2580
Carl P. Sherr & Co
Massachusetts
$2.29M +$165K +1,049 +8%
SAM
2581
Secure Asset Management
Michigan
$2.28M +$336K +2,131 +17%
CBFP
2582
Cedar Brook Financial Partners
Ohio
$2.28M -$547K -3,468 -19%
IRC
2583
Investors Research Corp
Georgia
$2.28M +$158K +1,000 +7%
WA
2584
Wheatland Advisors
Pennsylvania
$2.28M -$2.82M -17,876 -55%
WA
2585
Wambolt & Associates
Colorado
$2.27M +$122K +771 +6%
FP
2586
Fiduciary Planning
Florida
$2.26M +$896K +5,678 +66%
RZH
2587
Relyea Zuckerberg Hanson
Connecticut
$2.26M -$51.6K -327 -2%
VAM
2588
Verity Asset Management
North Carolina
$2.26M +$1.44M +9,112 +176%
SCP
2589
Shorepoint Capital Partners
Massachusetts
$2.25M -$206K -1,303 -8%
CCFM
2590
Clear Creek Financial Management
Washington
$2.24M +$123K +703 +6%
BL
2591
Balentine LLC
Georgia
$2.24M +$481K +3,049 +27%
PCM
2592
PenderFund Capital Management
British Columbia, Canada
$2.24M +$2.24M +10,100 New
FNBOH
2593
First National Bank of Hutchinson
Kansas
$2.24M -$14.2K -90 -0.6%
NSB
2594
Norway Savings Bank
Maine
$2.23M +$16.6K +105 +0.7%
ACM
2595
Ashford Capital Management
Delaware
$2.23M -$84.8K -538 -4%
CIC
2596
Cornercap Investment Counsel
Georgia
$2.22M +$471K +2,986 +27%
RCM
2597
RB Capital Management
Nevada
$2.21M +$1.13M +7,277 +105%
RA
2598
Rational Advisors
New York
$2.21M -$625K -3,966 -22%
SDWIA
2599
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.2M +$803K +5,092 +58%
VDFA
2600
Vickerman & Driscoll Financial Advisors
Washington
$2.2M -$60.6K -384 -3%
102 103
104
105 106