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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 %
WCAMG
2726
Woodard & Company Asset Management Group
North Carolina
$1.72M +$124K +786 +8%
IF
2727
IRON Financial
Illinois
$1.72M +$56.1K +356 +3%
PTC
2728
Provident Trust Company
Wisconsin
$1.71M -$23.7K -150 -1%
MIAS
2729
Mason Investment Advisory Services
Virginia
$1.71M -$21.4K -136 -1%
FFG
2730
Fortem Financial Group
California
$1.71M +$88.5K +561 +5%
PWM
2731
Peterson Wealth Management
Nevada
$1.71M -$130K -827 -7%
HA
2732
Harfst & Associates
Wyoming
$1.71M +$56K +355 +3%
SCM
2733
Sterneck Capital Management
Missouri
$1.71M +$5.99K +38 +0.4%
LRIA
2734
Leonard Rickey Investment Advisors
Washington
$1.7M -$151K -955 -8%
FWM
2735
Fairhaven Wealth Management
Illinois
$1.7M +$585K +3,710 +53%
CIAS
2736
CBIZ Investment Advisory Services
Ohio
$1.7M -$1.65M – –
RVPG
2737
Relative Value Partners Group
$1.69M -$50.6K -321 -3%
OCM
2738
Ovata Capital Management
Hong Kong
$1.69M +$631K +4,000 +60%
KTM
2739
Keeler Thomas Management
Utah
$1.68M -$666K -4,223 -28%
PCMC
2740
Private Capital Management (Colorado)
Colorado
$1.68M +$283K +1,792 +20%
EDRIA
2741
Edmonds Duncan Registered Investment Advisors
Kansas
$1.68M – – –
LMAM
2742
Legg Mason Asset Management
Japan
$1.67M – – –
GLAM
2743
Gardner Lewis Asset Management
Pennsylvania
$1.67M +$1.67M +10,597 New
AC
2744
Apella Capital
Connecticut
$1.67M +$1.67M +10,564 New
PRS
2745
Pinkerton Retirement Specialists
Idaho
$1.67M -$5.23M -33,167 -76%
TA
2746
TCG Advisors
Texas
$1.66M -$113K -717 -6%
MIM
2747
Miller Investment Management
Pennsylvania
$1.66M – – –
CFG
2748
CMC Financial Group
Georgia
$1.66M -$3.31K -21 -0.2%
HA
2749
HC Advisors
Georgia
$1.66M +$1.43M +9,062 +623%
AIP
2750
Ahrens Investment Partners
Louisiana
$1.65M -$21.3K -135 -1%
108 109
110
111 112