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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 %
LCM
2651
Laurion Capital Management
New York
$1.97M +$1.97M +12,482 New
CCP
2652
Cardan Capital Partners
Colorado
$1.97M +$105K +663 +6%
AA
2653
Alesco Advisors
New York
$1.96M -$705K -4,470 -26%
MYIA
2654
Mount Yale Investment Advisors
Colorado
$1.96M +$347K +2,203 +22%
JIP
2655
JBJ Investment Partners
South Carolina
$1.96M +$62.9K +399 +3%
GFPC
2656
Global Financial Private Client
Florida
$1.95M -$15.2K -100 -0.8%
SAM
2657
Summit Asset Management
Tennessee
$1.95M +$81.9K +519 +4%
GAM
2658
Grandview Asset Management
Pennsylvania
$1.94M -$2.46M -16,177 -56%
MCM
2659
Makena Capital Management
California
$1.94M -$1.29M -8,190 -40%
GCM
2660
Glynn Capital Management
California
$1.94M – – –
FA
2661
FMA Advisory
Pennsylvania
$1.93M -$6.63K -42 -0.3%
LA
2662
LexAurum Advisors
Kansas
$1.93M +$411K +2,604 +27%
CC
2663
Copperleaf Capital
North Carolina
$1.93M -$49.5K -314 -3%
ZAM
2664
Zevin Asset Management
Massachusetts
$1.93M +$449K +2,845 +30%
WA
2665
Waverly Advisors
Alabama
$1.92M +$121K +770 +7%
SWRP
2666
Summit Wealth & Retirement Planning
California
$1.91M +$157K +995 +9%
BRC
2667
Bell Rock Capital
Delaware
$1.91M -$441K -2,793 -19%
OIS
2668
Okabena Investment Services
Minnesota
$1.91M -$789K -5,003 -29%
GBA
2669
Garrison Bradford & Associates
New York
$1.91M +$903K +5,725 +89%
PCM
2670
Pointe Capital Management
Michigan
$1.91M +$132K +838 +7%
SWA
2671
Stratos Wealth Advisors
Ohio
$1.91M +$168K +1,064 +10%
AA
2672
Altman Advisors
Illinois
$1.91M -$1.31M -8,330 -41%
OCA
2673
Otter Creek Advisors
Florida
$1.9M -$158K -1,000 -8%
WA
2674
Wealth Architects
California
$1.9M +$176K +1,117 +10%
AC
2675
Addison Capital
Pennsylvania
$1.9M -$58.4K -370 -3%
105 106
107
108 109