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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 %
TIA
3076
Traphagen Investment Advisors
New Jersey
$820K +$102K +649 +14%
PCA
3077
Private Capital Advisors
Connecticut
$818K +$210K +1,335 +35%
BJ
3078
Brouwer & Janachowski
California
$815K -$6.63K -42 -0.8%
CFN
3079
Cordasco Financial Network
Florida
$810K +$35.1K +223 +5%
WCWM
3080
Willow Creek Wealth Management
California
$810K +$44.9K +285 +6%
PEA
3081
Pacific Edge Advisors
California
$808K +$30.4K +193 +4%
PIC
3082
Portland Investment Counsel
Ontario, Canada
$808K +$808K +5,126 New
CI
3083
Cavalier Investments
Georgia
$804K +$361K +2,287 +81%
BWA
3084
Beam Wealth Advisors
Louisiana
$802K -$122K -775 -13%
WLIM
3085
White Lighthouse Investment Management
Massachusetts
$802K +$25.1K +159 +3%
SWP
3086
Summit Wealth Partners
Florida
$797K +$57.9K +367 +8%
AA
3087
Aufman Associates
Pennsylvania
$797K -$88.5K -561 -10%
PD
3088
Planning Directions
Pennsylvania
$797K +$518K +3,282 +186%
BAMG
3089
Brand Asset Management Group
Missouri
$793K – – –
PFC
3090
Phocas Financial Corp
California
$791K – – –
SL
3091
Savior LLC
Massachusetts
$791K +$6.94K +44 +0.9%
AFS
3092
Axiom Financial Strategies
Indiana
$790K +$790K +5,012 New
OIM
3093
Opus Investment Management
Massachusetts
$789K -$134K -850 -15%
MHP
3094
Manatuck Hill Partners
Connecticut
$789K +$789K +5,000 New
NCL
3095
Nishkama Capital LLC
Puerto Rico
$789K +$789K +5,000 New
WR
3096
Watson Rebecca
$786K -$15K -85 -2%
EMB
3097
Elefante Mark B
$785K +$57.6K +365 +8%
WEPOG
3098
Wealth Enhancement & Preservation of GA
Georgia
$783K -$1.05M -7,030 -57%
BFG
3099
Barber Financial Group
Kansas
$781K +$101K +638 +15%
G
3100
GenTrust
Florida
$780K +$259K +1,640 +50%
122 123
124
125 126