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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 %
ACM
2776
Ativo Capital Management
Illinois
$1.57M +$1.57M +9,920 New
AIA
2777
Arbor Investment Advisors
North Carolina
$1.56M +$22.2K +141 +1%
VFP
2778
Verus Financial Partners
Virginia
$1.56M -$59.3K -376 -4%
LTI
2779
Laffer Tengler Investments
Tennessee
$1.56M +$240K +1,523 +18%
GCA
2780
Genesee Capital Advisors
New York
$1.55M -$43.1K -273 -3%
SJIM
2781
St. Johns Investment Management
Florida
$1.55M +$294K +1,863 +23%
BWCS
2782
Beirne Wealth Consulting Services
Connecticut
$1.55M +$96.5K +612 +7%
KLWA
2783
Kelly Lawrence W & Associates
California
$1.55M – – –
GAMC
2784
Garner Asset Management Corp
Texas
$1.55M +$192K +1,220 +14%
22CM
2785
20/20 Capital Management
California
$1.55M +$584K +3,181 +61%
SL
2786
Stevard LLC
Illinois
$1.54M – – –
CPA
2787
Cowen Prime Advisors
New York
$1.54M -$103K -650 -6%
AIFAIM
2788
American Institute for Advanced Investment Management
Arizona
$1.54M -$23.7K -150 -2%
LIA
2789
LBMC Investment Advisors
Tennessee
$1.54M +$251K +1,590 +19%
CFA
2790
Capstone Financial Advisors
Illinois
$1.54M +$196K +1,240 +15%
PFA
2791
Pure Financial Advisors
California
$1.54M -$71.1K -451 -4%
ESBC
2792
E.S. Barr & Co
Kentucky
$1.54M -$2.05K -13 -0.1%
OFW
2793
Omnia Family Wealth
Florida
$1.54M -$16.1K -102 -1%
DE
2794
Day & Ennis
Georgia
$1.54M -$4.1K -26 -0.3%
MCM
2795
MV Capital Management
Maryland
$1.53M +$37.2K +236 +2%
TC
2796
Truvestments Capital
Florida
$1.53M -$2.32M -14,715 -60%
WQ
2797
Wealth Quarterback
New Jersey
$1.53M -$7.23M -46,192 -83%
CC
2798
Caldera Capital
Texas
$1.53M -$13.9M -87,863 -90%
POIA
2799
Pin Oak Investment Advisors
Texas
$1.53M -$313K -1,982 -17%
BWP
2800
BSW Wealth Partners
Colorado
$1.53M +$66.4K +421 +5%
110 111
112
113 114