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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 %
KCMH
3151
Keywise Capital Management (HK)
Hong Kong
$662K +$662K +4,200 New
NQWM
3152
Northwest Quadrant Wealth Management
Oregon
$661K -$19.5K -106 -3%
CAM
3153
Crestone Asset Management
Colorado
$660K +$129K +821 +24%
SFWC
3154
Strategic Family Wealth Counselors
New Jersey
$653K -$136K -863 -17%
IIM
3155
Ironwood Investment Management
Massachusetts
$651K – – –
HFA
3156
High Falls Advisors
New York
$650K -$502K -3,184 -44%
W
3157
WealthStone
Ohio
$650K +$174K +1,101 +36%
CS
3158
Capital Square
Tennessee
$644K -$9.15K -58 -1%
KWA
3159
KCS Wealth Advisory
California
$644K +$341K +2,159 +112%
FWSM
3160
First Wilshire Securities Management
California
$643K -$33.1K -210 -5%
SPI
3161
Santori & Peters Inc
Pennsylvania
$641K +$47.3K +300 +8%
EA
3162
Elm Advisors
California
$640K -$38.5K -244 -6%
APWM
3163
Atlas Private Wealth Management
New York
$640K +$24.3K +154 +4%
NVIM
3164
New Vernon Investment Management
Illinois
$637K – – –
IR
3165
Invictus RG
Bermuda
$637K +$637K +4,042 New
DA
3166
DSC Advisors
Illinois
$635K -$1.62M -10,289 -72%
MWM
3167
Maltin Wealth Management
New Jersey
$635K +$635K +4,026 New
WCM
3168
Windham Capital Management
Massachusetts
$631K – – –
FSG
3169
Financial Strategies Group
Michigan
$631K +$89K +564 +16%
CC
3170
Criteria Caixa
Spain
$631K +$631K +4,000 New
AWMG
3171
Alliance Wealth Management Group
New Jersey
$623K -$6.78K -43 -1%
BPGAM
3172
BTG Pactual Global Asset Management
Bermuda
$621K -$578K -3,665 -48%
CFO
3173
CVA Family Office
Colorado
$621K -$66.9K -424 -10%
UWPG
3174
Ullmann Wealth Partners Group
Florida
$619K +$252K +1,600 +69%
SFM
3175
Systematic Financial Management
New Jersey
$618K – – –
125 126
127
128 129