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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 %
UWM
3126
USAdvisors Wealth Management
Minnesota
$722K -$561K -3,560 -44%
NPPM
3127
North Point Portfolio Managers
Ohio
$722K +$31.6K +200 +5%
EE
3128
EWG Elevate
California
$718K +$55.7K +353 +8%
SLF
3129
Sun Life Financial
Ontario, Canada
$717K +$6.94K +44 +1%
CPC
3130
Consolidated Planning Corp
Georgia
$710K +$12K +76 +2%
CCMT
3131
CMT Capital Markets Trading
Germany
$710K +$434K +2,750 +157%
EWF
3132
Epstein & White Financial
California
$708K +$168K +1,066 +31%
AWM
3133
Apollon Wealth Management
South Carolina
$705K +$180K +1,143 +34%
EMFAT
3134
Emerald Mutual Fund Advisers Trust
Pennsylvania
$701K – – –
XSC
3135
X-Square Capital
Puerto Rico
$700K -$173K -1,098 -20%
DWA
3136
Dougherty Wealth Advisers
Minnesota
$695K – – –
PWM
3137
Paulson Wealth Management
Illinois
$693K -$13.2K -77 -2%
SG
3138
Swarthmore Group
Pennsylvania
$690K -$7.86M -49,850 -92%
ARM
3139
Adirondack Research & Management
New York
$688K -$90.6K -575 -12%
RPGK
3140
Retirement Planning Group (Kansas)
Kansas
$688K +$34.5K +219 +5%
PWA
3141
Peterson Wealth Advisors
Utah
$687K +$158 +1 +0%
ACM
3142
AUA Capital Management
Pennsylvania
$686K +$103K +650 +18%
PFG
3143
PAX Financial Group
Texas
$682K +$111K +636 +19%
ACA
3144
Ackerman Capital Advisors
Texas
$677K -$458K -2,904 -40%
HPC
3145
Hobart Private Capital
North Carolina
$668K +$77.9K +494 +13%
AWA
3146
Alaska Wealth Advisors
Alaska
$665K -$200K -1,269 -23%
FFG
3147
Ford Financial Group
California
$665K +$4.41K +28 +0.7%
OBWP
3148
O'Brien Wealth Partners
Massachusetts
$664K -$288K -1,857 -30%
DLG
3149
Daniel L. Goodwin
$664K +$31.6K +200 +5%
OHS
3150
Odey Holdings (Switzerland)
Switzerland
$662K +$331K +2,100 +100%
124 125
126
127 128