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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 %
TFCP
3051
Twin Focus Capital Partners
Massachusetts
$879K -$603K -3,827 -41%
AA
3052
AlphaMark Advisors
Kentucky
$879K +$132K +837 +18%
CWM
3053
Centric Wealth Management
Illinois
$877K +$877K +6,514 New
OFG
3054
OmniStar Financial Group
North Carolina
$872K -$213K -1,347 -20%
DCM
3055
Davis Capital Management
Florida
$872K +$872K +5,530 New
KPWG
3056
KFA Private Wealth Group
Virginia
$869K +$43.8K +278 +5%
HFA
3057
Hoover Financial Advisors
Pennsylvania
$869K +$77.1K +489 +10%
TVAMP
3058
Tennessee Valley Asset Management Partners
Tennessee
$867K +$161K +1,019 +23%
UF
3059
Univest Financial
Pennsylvania
$865K -$1.45M -9,172 -63%
FC
3060
Fusion Capital
South Carolina
$857K +$15K +95 +2%
MGAM
3061
McGowan Group Asset Management
Texas
$857K +$23K +146 +3%
PMG
3062
Private Management Group
California
$856K -$131K -831 -13%
FC
3063
FCA Corp
Texas
$856K +$231K +1,465 +37%
MWM
3064
MorganRosel Wealth Management
Colorado
$851K -$33.6K -213 -4%
PPW
3065
Pasadena Private Wealth
California
$850K +$121K +734 +17%
SHWM
3066
Smith & Howard Wealth Management
Georgia
$845K -$42.6K -270 -5%
VFM
3067
Vivid Financial Management
California
$840K +$2.52K +16 +0.3%
PFA
3068
Professional Financial Advisors
Nebraska
$839K -$166K -926 -17%
PFA
3069
Pettinga Financial Advisors
Indiana
$839K +$39.4K +250 +5%
CM
3070
Caption Management
Oklahoma
$836K -$2.79M -17,700 -77%
TF
3071
TLWM Financial
Texas
$833K -$315 -2 -0%
SCP
3072
Syntal Capital Partners
Texas
$833K +$18.3K +116 +2%
SFC
3073
SYM Financial Corp
Indiana
$832K +$30.8K +195 +4%
MCM
3074
Mainstay Capital Management
Michigan
$822K +$14.9K +95 +2%
GI
3075
Glovista Investments
New Jersey
$820K +$94.6K +600 +13%
121 122
123
124 125