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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 %
SQA
2751
Simon Quick Advisors
New Jersey
$1.65M -$68.1K -432 -4%
BI
2752
Ballast Inc
Kentucky
$1.64M +$106K +670 +7%
CM
2753
Capula Management
Cayman Islands
$1.64M +$1.64M +10,371 New
QCIG
2754
Quad-Cities Investment Group
Iowa
$1.63M -$5.52K -35 -0.3%
PC
2755
PA Capital
Virginia
$1.63M +$652K +4,132 +66%
CAC
2756
Certified Advisory Corp
Florida
$1.63M -$22.2K -141 -1%
SW
2757
SkyOak Wealth
Michigan
$1.62M -$1.02M -6,494 -39%
LFA
2758
Landmark Financial Advisors
Kentucky
$1.62M +$22.6K +130 +1%
CAIMH
2759
Central Asset Investments & Management Holdings
Hong Kong
$1.62M -$2.55M -16,197 -61%
GC
2760
Grace Capital
Massachusetts
$1.61M +$637K +4,041 +65%
AFA
2761
Atlanta Financial Associates
Georgia
$1.61M +$1.61M +10,206 New
GWM
2762
Gray Wealth Management
Maine
$1.61M +$1.61M +10,178 New
AA
2763
Apriem Advisors
California
$1.6M +$955K +6,058 +148%
LB
2764
Legacy Bridge
Iowa
$1.6M -$647K -4,103 -29%
SIAS
2765
Shine Investment Advisory Services
Colorado
$1.6M +$4.1K +26 +0.3%
RWG
2766
Regal Wealth Group
California
$1.6M +$4.57K +29 +0.3%
DAM
2767
Doheny Asset Management
California
$1.6M – – –
GAM
2768
Gould Asset Management
California
$1.6M -$31.5K -200 -2%
HWA
2769
HHM Wealth Advisors
Tennessee
$1.59M -$56.8K -360 -3%
ICOM
2770
Investment Counselors of Maryland
Maryland
$1.58M -$375K -2,375 -19%
CWA
2771
Clarus Wealth Advisors
Arizona
$1.58M -$76.2K -495 -5%
AAM
2772
Autus Asset Management
Arizona
$1.58M +$35.3K +224 +2%
SKK
2773
Shepherd Kaplan Krochuk
Massachusetts
$1.58M -$48.7K -309 -3%
PIC
2774
PCJ Investment Counsel
Ontario, Canada
$1.58M +$1.58M +10,000 New
CWC
2775
Carolinas Wealth Consulting
North Carolina
$1.57M +$1.1M +6,955 +232%
109 110
111
112 113