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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 %
GC
2626
Gilbert & Cook
Iowa
$2.08M +$273K +1,732 +15%
HSWM
2627
Hubbell Strickland Wealth Management
Louisiana
$2.07M -$1.58K -10 -0.1%
AWM
2628
Adams Wealth Management
Utah
$2.07M -$622K -3,947 -23%
SC
2629
Schulhoff & Co
Ohio
$2.06M -$11K -70 -0.5%
TC
2630
Trust Company
Kansas
$2.05M -$591K -3,745 -22%
SFWA
2631
Summit Financial Wealth Advisors
Louisiana
$2.05M -$349K -2,115 -15%
LSC
2632
Lyon Street Capital
California
$2.05M +$788K +5,000 +63%
GPCM
2633
Granite Point Capital Management
Massachusetts
$2.05M +$2.05M +13,000 New
SHA
2634
Seneca House Advisors
Virginia
$2.05M +$204K +1,292 +11%
SVI
2635
Strategic Vision Investment
Hong Kong
$2.04M -$1.81M -11,500 -47%
SLWS
2636
Swaine & Leidel Wealth Services
Florida
$2.04M +$2.04M +12,915 New
EP
2637
Edgestream Partners
New Jersey
$2.04M -$3.06M -19,416 -60%
IFS
2638
Ifrah Financial Services
Arkansas
$2.02M -$2.68K -17 -0.1%
WIP
2639
Wellesley Investment Partners
Massachusetts
$2.02M -$180K -1,141 -8%
OFG
2640
Oxford Financial Group
Indiana
$2M +$2M +12,705 New
CAL
2641
Capital Advisors Ltd
Ohio
$2M +$3K +19 +0.1%
BWA
2642
Burt Wealth Advisors
Maryland
$2M -$59.8K -379 -3%
FHC
2643
First Heartland Consultants
Missouri
$1.99M -$309K -1,961 -13%
QWM
2644
QP Wealth Management
New Jersey
$1.99M -$31.9K -186 -2%
AFAS
2645
Acorn Financial Advisory Services
Virginia
$1.98M +$150K +953 +8%
WCG
2646
Weaver Consulting Group
California
$1.98M +$473 +3 +0%
RHP
2647
Royal Harbor Partners
Texas
$1.98M +$482K +3,059 +32%
BZWA
2648
Blue Zone Wealth Advisors
California
$1.97M +$1.42M +9,012 +258%
HPCM
2649
High Pointe Capital Management
Illinois
$1.97M +$1.97M +12,495 New
SAM
2650
Seelaus Asset Management
New Jersey
$1.97M -$297K -1,880 -13%
104 105
106
107 108