MSFT icon

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 %
RIS
2726
Retirement Income Solutions
Michigan
$867K +$135K +972 +18%
SWMG
2727
Strategic Wealth Management Group
Maryland
$863K -$23.1K -166 -3%
TA
2728
Thor Advisors
New York
$861K +$861K +6,194 New
CMBA
2729
C.M. Bidwell & Associates
Hawaii
$858K +$163K +1,172 +23%
AFA
2730
American Financial Advisors
Georgia
$857K -$112K -806 -12%
SAM
2731
Silphium Asset Management
United Kingdom
$854K -$83.4K -600 -9%
GC
2732
Grace Capital
Massachusetts
$854K -$4.54M -32,689 -84%
JAM
2733
Jolley Asset Management
North Carolina
$854K +$357K +2,570 +72%
MPW
2734
MA Private Wealth
California
$852K -$33.2K -239 -4%
HR
2735
Hardy Reed
Mississippi
$850K -$1.39K -10 -0.2%
CP
2736
Camelot Portfolios
Ohio
$849K -$1.39K -10 -0.2%
FAM
2737
Fenimore Asset Management
New York
$842K – – –
PA
2738
Parkside Advisors
California
$841K -$13.9K -100 -2%
DDPIC
2739
Deroy & Devereaux Private Investment Counsel
Michigan
$839K -$41K -295 -5%
CCA
2740
Clearwater Capital Advisors
Illinois
$839K -$1.95K -14 -0.2%
BIM
2741
Bridgecreek Investment Management
Oklahoma
$838K – – –
PGCM
2742
Prescott Group Capital Management
Oklahoma
$834K – – –
TC
2743
TAP Consulting
Missouri
$832K +$832K +5,983 New
PIA
2744
Pinion Investment Advisors
Kansas
$829K +$5.14K +37 +0.6%
SA
2745
SRH Advisors
Kansas
$823K +$417 +3 +0.1%
RF
2746
RHS Financial
California
$819K – – –
CA
2747
Cortland Associates
Missouri
$818K -$94.4K -679 -10%
S
2748
Surevest
California
$818K +$71.9K +517 +10%
OIM
2749
Opus Investment Management
Massachusetts
$813K +$118K +850 +17%
PC
2750
PA Capital
Virginia
$811K +$811K +5,830 New
108 109
110
111 112