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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 %
ACWM
2801
Adams Chetwood Wealth Management
North Carolina
$1.52M -$68.3K -370 -4%
NCM
2802
New Capital Management
Texas
$1.52M +$830K +5,264 +121%
MPW
2803
Monterey Private Wealth
California
$1.51M -$173K -1,097 -10%
ACA
2804
Affinity Capital Advisors
California
$1.51M +$6.43K +36 +0.4%
WOC
2805
West Oak Capital
California
$1.51M -$57.7K -366 -4%
FWM
2806
Focused Wealth Management
New York
$1.51M -$42.7K -271 -3%
OI
2807
Oakbrook Investments
Illinois
$1.51M -$9.59M -60,815 -86%
RCG
2808
Rock Creek Group
District of Columbia
$1.51M -$1.12M -7,122 -43%
PFA
2809
Pinnacle Family Advisors
Missouri
$1.51M +$1.08M +6,833 +255%
BA
2810
Ballast Advisors
Minnesota
$1.5M +$1.58K +10 +0.1%
CRWM
2811
Castle Rock Wealth Management
California
$1.5M -$1.08M -5,965 -42%
I
2812
INVST
Indiana
$1.49M +$522K +3,431 +54%
QT
2813
Quantamental Technologies
New York
$1.48M -$178K -1,126 -11%
LCG
2814
Luxor Capital Group
New York
$1.48M +$1.48M +9,400 New
SFG
2815
Sowa Financial Group
Rhode Island
$1.48M -$12.5K -79 -0.8%
BI
2816
Bramshill Investments
Florida
$1.47M – – –
QT
2817
Quantbot Technologies
New York
$1.47M +$1.47M +9,317 New
DA
2818
Dillon & Associates
Michigan
$1.46M +$98.6K +624 +7%
PFA
2819
Paradigm Financial Advisors
Missouri
$1.46M +$217K +1,378 +17%
CMO
2820
Covenant Multifamily Offices
Texas
$1.46M +$545K +3,454 +60%
BRG
2821
Bay Rivers Group
Virginia
$1.45M +$40.4K +256 +3%
GWI
2822
Grace & White Inc
New York
$1.45M – – –
MFW
2823
Mosaic Family Wealth
Missouri
$1.44M +$74K +469 +5%
LF
2824
LifeSteps Financial
California
$1.44M +$135K +853 +10%
CL
2825
CIM LLC
New York
$1.44M -$10.4K -66 -0.7%
111 112
113
114 115