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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 %
AP
3026
Adero Partners
California
$931K +$284K +1,799 +44%
ACM
3027
Anfield Capital Management
California
$928K -$787K -4,992 -46%
AWM
3028
AllSquare Wealth Management
New York
$923K -$93.7K -594 -9%
Cohen & Steers
3029
Cohen & Steers
New York
$923K +$99.3K +630 +12%
DCM
3030
Driehaus Capital Management
Illinois
$921K -$173K -1,096 -16%
FWM
3031
FSA Wealth Management
Massachusetts
$921K -$126K -800 -12%
SPP
3032
Single Point Partners
Massachusetts
$921K +$203K +1,320 +28%
OWM
3033
Orgel Wealth Management
Wisconsin
$915K -$110K -698 -11%
NEPPG
3034
New England Professional Planning Group
Rhode Island
$915K +$59.3K +332 +7%
CA
3035
Continuum Advisory
Idaho
$915K +$90.5K +595 +11%
TWM
3036
Tolleson Wealth Management
Texas
$914K -$77.7K -493 -8%
TCB
3037
Texas Capital Bancshares
Texas
$914K – – –
VCP
3038
Vista Capital Partners
Oregon
$911K -$34.2K -217 -4%
WB
3039
West Bancorporation
Iowa
$907K -$26.5K -168 -3%
XWM
3040
Xcel Wealth Management
Florida
$904K +$412K +2,614 +84%
CFW
3041
CA Family Wealth
California
$903K -$653K -4,137 -42%
WAM
3042
Weiss Asset Management
Massachusetts
$902K +$650K +4,122 +258%
AAP
3043
Arax Advisory Partners
Colorado
$900K +$179K +1,136 +25%
SIGI
3044
Susquehanna International Group (Ireland)
Ireland
$898K +$898K +5,697 New
KAM
3045
Karani Asset Management
New York
$896K +$106K +672 +13%
PCWA
3046
Pacific Capital Wealth Advisors
California
$884K -$19.6K -124 -2%
3C
3047
361 Capital
Colorado
$883K -$151K -958 -15%
WIC
3048
Wilkins Investment Counsel
Massachusetts
$882K -$23.6K -150 -3%
PWM
3049
PRW Wealth Management
Massachusetts
$882K +$882K +5,590 New
SA
3050
Silversage Advisors
California
$881K -$102K -649 -10%
120 121
122
123 124