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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 %
DFG
3101
DWM Financial Group
Illinois
$780K +$780K +4,944 New
RWM
3102
Reston Wealth Management
Virginia
$778K -$38.2K -242 -5%
MF
3103
Manchester Financial
California
$777K -$221K -1,398 -22%
SIS
3104
Sound Income Strategies
Florida
$776K +$212K +1,341 +38%
JWA
3105
JFS Wealth Advisors
Pennsylvania
$775K +$142K +899 +22%
VBFP
3106
Valtinson Bruner Financial Planning
Minnesota
$771K -$40.4K -226 -5%
GSIS
3107
Global Strategic Investment Solutions
Arizona
$771K +$150K +952 +24%
ACP
3108
Arcus Capital Partners
Georgia
$770K -$1.74K -11 -0.2%
ARG
3109
Advisory Resource Group
Oklahoma
$768K +$15.5K +98 +2%
SAS
3110
Stelac Advisory Services
New York
$768K +$587K +3,725 +325%
MCM
3111
Magnolia Capital Management
New York
$764K -$5.52K -35 -0.7%
GSC
3112
G&S Capital
Colorado
$763K -$415K -2,633 -35%
EFL
3113
ERn Financial LLC
Wisconsin
$763K +$78.1K +495 +11%
HIS
3114
Harvest Investment Services
Illinois
$762K -$381K -2,417 -33%
LWM
3115
Lionsbridge Wealth Management
Florida
$761K +$654K +4,146 +611%
AIS
3116
Accurate Investment Solutions
Pennsylvania
$749K +$96.2K +610 +15%
AGA
3117
Accuvest Global Advisors
Utah
$749K +$749K +4,748 New
WCM
3118
Washburn Capital Management
Florida
$746K +$252K +1,598 +51%
CMBA
3119
C.M. Bidwell & Associates
Hawaii
$741K -$62K -393 -8%
HWM
3120
Howard Wealth Management
Connecticut
$737K +$9.46K +60 +1%
LFA
3121
Lighthouse Financial Advisors
Maryland
$736K +$21.4K +136 +3%
CCA
3122
Conestoga Capital Advisors
Pennsylvania
$733K -$20.5K -130 -3%
VFPI
3123
Vantage Financial Partners (Illinois)
Illinois
$733K +$433K +2,750 +145%
HFP
3124
Holistic Financial Partners
Indiana
$724K -$29.8K -189 -4%
5L
3125
55I LLC
Massachusetts
$724K +$344K +2,087 +91%
123 124
125
126 127