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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 %
CWM
2976
Cedar Wealth Management
California
$1.05M -$119K -754 -10%
AO
2977
Allen Operations
New York
$1.05M – – –
HI
2978
Handelsinvest Investeringsforvaltning
Denmark
$1.05M – – –
FIM
2979
Fernwood Investment Management
Massachusetts
$1.05M +$32.6K +207 +3%
MWC
2980
MBM Wealth Consultants
Missouri
$1.05M -$18.8K -119 -2%
FDS
2981
First Dallas Securities
Texas
$1.05M +$60K +380 +6%
RIS
2982
Retirement Income Solutions
Michigan
$1.05M +$117K +741 +13%
CA
2983
Cortland Associates
Missouri
$1.05M -$34.7K -220 -3%
CAM
2984
Concorde Asset Management
Michigan
$1.05M +$308K +1,951 +41%
DDPIC
2985
Deroy & Devereaux Private Investment Counsel
Michigan
$1.05M +$133K +844 +15%
TCM
2986
TimesSquare Capital Management
New York
$1.05M +$67K +425 +7%
AFA
2987
Arlington Financial Advisors
California
$1.04M – – –
CHA
2988
Cooper/Haims Advisors
New York
$1.04M +$9.94K +63 +1%
VNB
2989
Virginia National Bank
Virginia
$1.04M -$192K -1,215 -16%
Financial Engines Advisors
2990
Financial Engines Advisors
California
$1.03M -$140K -885 -12%
HP
2991
HT Partners
Connecticut
$1.03M -$39.9K -253 -4%
HFAS
2992
Hummer Financial Advisory Services
Illinois
$1.03M +$44.2K +280 +4%
CCB
2993
Cutter & Co Brokerage
Missouri
$1.03M +$208K +1,317 +25%
TC
2994
TAP Consulting
Missouri
$1.03M +$43.1K +273 +4%
CCM
2995
Check Capital Management
California
$1.02M +$11.8K +75 +1%
OWA
2996
Outlook Wealth Advisors
Texas
$1.01M +$112K +711 +12%
FP
2997
Foundry Partners
Minnesota
$1.01M -$84.8K -538 -8%
CCA
2998
Clearwater Capital Advisors
Illinois
$1.01M +$74K +469 +8%
TCM
2999
TD Capital Management
Tennessee
$1.01M – – –
NWA
3000
New World Advisors
Massachusetts
$1.01M – – –
118 119
120
121 122