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Microsoft
MSFT

Overview Fund Activity

3,428 hedge funds and large institutions have $869B invested in Microsoft in 2019 Q4 according to their latest regulatory filings, with 418 funds opening new positions, 1,231 increasing their positions, 1,532 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,428
Holders Change
+305
Holders Change %
+9.77%
% of All Funds
67.69%
Holding in Top 10
1,723
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+8.03%
% of All Funds
34.02%
New
418
Increased
1,231
Reduced
1,532
Closed
65
Calls
$9.76B
Puts
$13.9B
Net Calls
-$4.18B
Net Calls Change
-$1.33B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$8.71B
2
PPA
Parametric Portfolio Associates
Washington
$4.79B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$17.8B
4
Vanguard Group
Vanguard Group
Pennsylvania
$98.4B
5
Truist Financial
Truist Financial
North Carolina
$910M

Top Sellers

1
Invesco
Invesco
Georgia
$4.91B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$27.6B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.2B
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$468M
5
Viking Global Investors
Viking Global Investors
Connecticut
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFGCM
3151
Norman Fields Gottscho Capital Management
New York
$489K – – –
MCG
3152
MACRO Consulting Group
New Jersey
$489K – – –
GPA
3153
Guidance Point Advisors
Massachusetts
$487K +$157 +1 +0%
LRIC
3154
Long Road Investment Counsel
Michigan
$483K – – –
3F
3155
360 Financial
Minnesota
$483K +$483K +2,558 New
W
3156
WealthStone
Ohio
$480K -$360K -2,266 -43%
RWMH
3157
Riverpoint Wealth Management Holdings
Illinois
$480K +$206K +1,305 +75%
AAMC
3158
Asset Allocation & Management Company
Illinois
$478K +$478K +3,029 New
OWM
3159
Opes Wealth Management
California
$477K +$3.15K +20 +0.7%
BSG
3160
Black Swift Group
Colorado
$474K -$4.19M -26,550 -90%
NCM
3161
Next Capital Management
New York
$469K -$216K -1,374 -32%
TFA
3162
TPG Financial Advisors
Oregon
$469K +$110K +701 +31%
CWC
3163
Carolinas Wealth Consulting
North Carolina
$469K +$469K +2,998 New
HWM
3164
HighMark Wealth Management
Minnesota
$464K +$464K +2,947 New
IDA
3165
Intelligence Driven Advisers
California
$463K -$26.5K -168 -5%
PI
3166
Pachira Investments
California
$460K -$44.3K -281 -9%
MAM
3167
Marquette Asset Management
Minnesota
$460K -$31.6K -200 -6%
LFG
3168
LifePlan Financial Group
Ohio
$459K – – –
TPW
3169
TL Private Wealth
Texas
$453K +$453K +2,403 New
PG
3170
Prostatis Group
Maryland
$448K +$448K +2,839 New
MPCG
3171
Matrix Private Capital Group
New York
$445K +$445K +2,821 New
CI
3172
Cavalier Investments
Georgia
$444K – – –
IAM
3173
Integre Asset Management
New York
$442K – – –
SPA
3174
Sentinel Pension Advisors
Massachusetts
$441K +$441K +2,798 New
SC
3175
Schoolcraft Capital
Colorado
$436K +$11.8K +75 +3%
125 126
127
128 129