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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 %
PA
2951
PSI Advisors
Florida
$1.1M +$292K +1,853 +36%
B
2952
Brightworth
Georgia
$1.1M -$107K -681 -9%
FCM
2953
Firestone Capital Management
Florida
$1.1M -$3.94K -25 -0.4%
SICM
2954
Sustainable Insight Capital Management
New York
$1.1M +$121K +769 +12%
WC
2955
Westhampton Capital
North Carolina
$1.1M – – –
ETC
2956
Exchange Traded Concepts
Oklahoma
$1.1M +$845K +5,358 +334%
WFA
2957
Wellspring Financial Advisors
Ohio
$1.1M +$1.1M +6,953 New
EA
2958
Emerald Advisors
Washington
$1.09M -$98.8K -535 -8%
CG
2959
Corundum Group
Colorado
$1.09M -$37.7K -239 -3%
MA
2960
Modus Advisors
Minnesota
$1.09M +$709K +4,496 +187%
PIA
2961
Pinion Investment Advisors
Kansas
$1.08M +$23.3K +148 +2%
SWM
2962
Sugarloaf Wealth Management
Georgia
$1.08M +$14K +89 +1%
EIA
2963
Eldridge Investment Advisors
New Hampshire
$1.08M -$2.68K -17 -0.2%
RICHC
2964
Renaissance Investment Consultants Holding Company
Pennsylvania
$1.08M +$54.2K +344 +5%
MWPCG
2965
Measured Wealth Private Client Group
New Hampshire
$1.07M -$111K -702 -9%
PWM
2966
PBMares Wealth Management
Virginia
$1.07M +$79.5K +504 +8%
AFA
2967
American Financial Advisors
Georgia
$1.07M -$14.3K -82 -1%
GIM
2968
Groesbeck Investment Management
New Jersey
$1.06M +$203K +1,290 +24%
CDIA
2969
Capital Directions Investment Advisors
Georgia
$1.06M -$25.4K -161 -2%
DLHL
2970
Donald L. Hagan LLC
Florida
$1.06M -$34.4K -200 -3%
MWM
2971
MinichMacGregor Wealth Management
New York
$1.06M +$169K +983 +19%
AWM
2972
Aprio Wealth Management
Georgia
$1.06M +$671K +4,252 +172%
MCA
2973
Magnolia Capital Advisors
Mississippi
$1.06M -$58.5K -371 -5%
TF
2974
Trek Financial
Arizona
$1.06M -$156K -989 -13%
LWA
2975
Lineweaver Wealth Advisors
Ohio
$1.06M +$266K +1,684 +34%
117 118
119
120 121