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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 %
TWM
2751
Tolleson Wealth Management
Texas
$806K – – –
SL
2752
Signition LP
New York
$803K -$261K -1,881 -25%
BJ
2753
Brouwer & Janachowski
California
$801K +$25.7K +185 +3%
FFS
2754
Founders Financial Securities
Maryland
$801K +$45.6K +328 +6%
WIC
2755
Wilkins Investment Counsel
Massachusetts
$799K -$20.9K -150 -3%
EWM
2756
Elmwood Wealth Management
California
$799K – – –
WP
2757
WealthShield Partners
North Carolina
$798K +$22.4K +161 +3%
ARTA
2758
A.R.T. Advisors
New York
$792K +$792K +5,700 New
NA
2759
Nottingham Advisors
New York
$790K -$6.82K -49 -0.9%
NBG
2760
Nancy B. Gardiner
$790K +$100K +718 +14%
DWM
2761
Dorchester Wealth Management
Quebec, Canada
$788K -$139K -1,000 -15%
FAM
2762
Formidable Asset Management
Ohio
$768K -$6.71M -48,249 -90%
WFM
2763
Wolff Financial Management
Michigan
$768K +$16.4K +118 +2%
RWM
2764
Reston Wealth Management
Virginia
$768K +$109K +782 +16%
SMM
2765
Stadion Money Management
Georgia
$758K -$215K -1,548 -22%
CCG
2766
Chatham Capital Group
Georgia
$758K – – –
VBFG
2767
Vishria Bird Financial Group
Tennessee
$754K +$1.81K +13 +0.2%
FDS
2768
First Dallas Securities
Texas
$745K – – –
TF
2769
TLWM Financial
Texas
$743K -$22.5K -162 -3%
HIS
2770
Harvest Investment Services
Illinois
$743K +$104K +759 +16%
MWM
2771
MinichMacGregor Wealth Management
New York
$739K +$134K +964 +22%
MGAM
2772
McGowan Group Asset Management
Texas
$736K +$7.79K +56 +1%
W
2773
WealthStone
Ohio
$735K -$2.04M -14,670 -74%
FNC
2774
First National Corp
Massachusetts
$735K – – –
CA
2775
Continuum Advisory
Idaho
$731K +$61.5K +449 +9%
109 110
111
112 113