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Microsoft
MSFT

Overview Fund Activity

3,123 hedge funds and large institutions have $775B invested in Microsoft in 2019 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 1,290 increasing their positions, 1,505 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,123
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
68.59%
Holding in Top 10
1,595
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+2.24%
% of All Funds
35.03%
New
91
Increased
1,290
Reduced
1,505
Closed
61
Calls
$8.45B
Puts
$11.3B
Net Calls
-$2.85B
Net Calls Change
-$2.27B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$900M
2
BlackRock
BlackRock
New York
+$809M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$713M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$649M
5
Capital International Investors
Capital International Investors
California
+$577M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$1.11B
2
TCI Fund Management
TCI Fund Management
United Kingdom
-$799M
3
Dodge & Cox
Dodge & Cox
California
-$762M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$672M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
2701
Karpus Investment Management
New York
$918K +$62.9K +453 +7%
TFCP
2702
Twin Focus Capital Partners
Massachusetts
$916K +$215K +1,547 +31%
CHA
2703
Cooper/Haims Advisors
New York
$911K +$176K +1,263 +24%
SICM
2704
Sustainable Insight Capital Management
New York
$904K -$83.4K -600 -8%
VCWA
2705
Vanguard Capital Wealth Advisors
Colorado
$903K -$110K -702 -11%
PMG
2706
Private Management Group
California
$903K -$39.1K -281 -4%
OWM
2707
Orgel Wealth Management
Wisconsin
$903K – – –
TCM
2708
Towercrest Capital Management
Pennsylvania
$898K -$75.4K -542 -8%
TCM
2709
TD Capital Management
Tennessee
$898K +$5.98K +43 +0.7%
VCP
2710
Vista Capital Partners
Oregon
$896K +$101K +729 +13%
WCM
2711
WealthBridge Capital Management
Ohio
$895K +$8.48K +61 +1%
SFA
2712
Semmax Financial Advisors
North Carolina
$895K +$169K +1,216 +23%
DLHL
2713
Donald L. Hagan LLC
Florida
$894K -$140K -1,000 -14%
I
2714
INVST
Indiana
$892K +$7.26K +53 +0.8%
GBA
2715
Garrison Bradford & Associates
New York
$890K -$125K -900 -12%
MF
2716
Manchester Financial
California
$890K +$27.9K +201 +3%
RIA
2717
RPG Investment Advisory
California
$888K -$41K -295 -4%
NWA
2718
New World Advisors
Massachusetts
$888K -$13.8K -99 -2%
PAM
2719
Premier Asset Management
Illinois
$887K +$33.6K +242 +4%
CCM
2720
Check Capital Management
California
$879K -$76.5K -550 -8%
AWM
2721
AllSquare Wealth Management
New York
$877K +$16.4K +118 +2%
CWM
2722
Centric Wealth Management
Illinois
$877K +$275K +2,040 +46%
TF
2723
TimeScale Financial
Massachusetts
$873K +$24.9K +179 +3%
NG
2724
Northstar Group
New York
$870K +$8.34K +60 +1%
SLF
2725
Sun Life Financial
Ontario, Canada
$869K +$4.03K +29 +0.5%
107 108
109
110 111