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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 %
OAM
2926
Oak Asset Management
California
$1.17M +$6.31K +40 +0.5%
WWM
2927
WT Wealth Management
Arizona
$1.16M +$475K +3,014 +69%
SFG
2928
Sunburst Financial Group
Alabama
$1.16M -$23.3K -148 -2%
RCC
2929
Red Cedar Capital
Nebraska
$1.16M +$31.5K +200 +3%
HIM
2930
Hillsdale Investment Management
Ontario, Canada
$1.16M -$25.2K -160 -2%
IWAG
2931
Integer Wealth Advisors Group
Georgia
$1.16M +$115K +623 +11%
PW
2932
Peninsula Wealth
California
$1.15M +$583K +3,699 +103%
LWP
2933
Legacy Wealth Planning
Nevada
$1.14M +$74.1K +470 +7%
MLFP
2934
MPS Loria Financial Planners
Illinois
$1.14M -$86.7K -550 -7%
CP
2935
Coho Partners
Pennsylvania
$1.14M -$18.3K -116 -2%
GA
2936
Geller Advisors
New York
$1.14M -$173K -1,097 -13%
GHAM
2937
Gilman Hill Asset Management
Connecticut
$1.13M -$344K -2,179 -23%
ACM
2938
Aljian Capital Management
Nevada
$1.13M -$302K -1,913 -21%
NEIRG
2939
New England Investment & Retirement Group
Massachusetts
$1.13M +$571K +3,616 +103%
CC
2940
Callan Capital
California
$1.13M +$1.13M +7,137 New
OBGC
2941
O'Brien Greene & Co
Pennsylvania
$1.12M -$110K -700 -9%
SC
2942
Solstein Capital
California
$1.12M -$1.84M -11,692 -62%
VIM
2943
Vista Investment Management
Pennsylvania
$1.12M -$12.5K -79 -1%
BFWA
2944
Benchmark Financial Wealth Advisors
Florida
$1.12M +$55.5K +352 +5%
TCPWM
2945
Traverso Chambers Private Wealth Management
California
$1.11M +$16.1K +102 +1%
LFASL
2946
Lugano Financial Advisors SA (LFA)
Switzerland
$1.11M -$45.3K -266 -4%
EWP
2947
Engrave Wealth Partners
Texas
$1.11M -$33.7K -214 -3%
JI
2948
Jeereddi Investments
California
$1.1M – – –
AFM
2949
Anson Funds Management
Texas
$1.1M +$584K +3,700 +112%
SWIG
2950
Strategic Wealth Investment Group
Kentucky
$1.1M -$93K -590 -8%
116 117
118
119 120