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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 %
DWM
2851
Dorchester Wealth Management
Quebec, Canada
$1.36M +$776K +4,922 +132%
FAM
2852
Flaharty Asset Management
Florida
$1.36M -$23.3K -148 -2%
BWM
2853
Bernicke Wealth Management
Wisconsin
$1.36M +$15.9K +101 +1%
TIM
2854
Tortoise Investment Management
New York
$1.35M +$15.8K +100 +1%
SIC
2855
Samalin Investment Counsel
New York
$1.35M -$372K -2,361 -22%
PSP
2856
Principal Street Partners
Tennessee
$1.35M +$680K +4,312 +102%
AIM
2857
ARK Investment Management
Florida
$1.35M +$238K +1,508 +21%
MG
2858
Mather Group
Illinois
$1.34M +$66.2K +420 +5%
TFGT
2859
TS Financial Group (TSFG)
Illinois
$1.34M +$125K +790 +10%
ACG
2860
Allen Capital Group
Nebraska
$1.33M -$419K -2,658 -24%
CC
2861
Claybrook Capital
Massachusetts
$1.33M +$213K +1,350 +19%
HFG
2862
Heron Financial Group
New York
$1.33M +$168K +968 +14%
W
2863
WealthOne
New York
$1.33M +$758K +4,806 +133%
LOIM
2864
Liberty One Investment Management
Illinois
$1.33M -$86.2K -547 -6%
CBA
2865
Coastal Bridge Advisors
Connecticut
$1.33M -$76.5K -485 -5%
SPL
2866
Smart Portfolios LLC
Washington
$1.32M +$2.21K +14 +0.2%
LWM
2867
Lenox Wealth Management
Ohio
$1.32M +$549K +3,481 +71%
CWA
2868
Clarity Wealth Advisors
California
$1.32M +$94K +596 +8%
RAM
2869
Redmond Asset Management
Virginia
$1.32M +$1.08M +6,832 +444%
GBBWRPM
2870
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.32M -$49.7K -315 -4%
EWA
2871
ERTS Wealth Advisors
Michigan
$1.32M -$122K -771 -8%
HSA
2872
Hussman Strategic Advisors
Maryland
$1.31M +$907K +5,750 +225%
SFS
2873
Summit Financial Strategies
Ohio
$1.3M +$230K +1,459 +21%
WCM
2874
WealthBridge Capital Management
Ohio
$1.3M +$279K +1,769 +27%
SIC
2875
SFE Investment Counsel
California
$1.3M -$58.4K -370 -4%
113 114
115
116 117