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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 %
JAM
3176
Jolley Asset Management
North Carolina
$434K -$536K -3,394 -55%
PCFFS
3177
Pacific Center for Financial Services
California
$429K – – –
FVWA
3178
Foster Victor Wealth Advisors
South Carolina
$424K -$11.7K -73 -3%
CWA
3179
Capital Wealth Alliance
Arizona
$424K +$424K +2,490 New
BCA
3180
Biltmore Capital Advisors
New Jersey
$423K +$423K +2,685 New
PFA
3181
Pinnacle Family Advisors
Missouri
$422K +$136K +860 +47%
OFS
3182
Oldfather Financial Services
Nebraska
$420K +$420K +2,500 New
LWP
3183
Legacy Wealth Partners
California
$419K +$419K +2,331 New
FS
3184
Ferguson Shapiro
Georgia
$416K +$416K +2,635 New
AW
3185
Avion Wealth
Texas
$415K – – –
CWM
3186
Cabot Wealth Management
Massachusetts
$412K -$7.58K -48 -2%
DR
3187
Davis Rea
Ontario, Canada
$410K – – –
AL
3188
Arnhold LLC
New York
$410K – – –
MS
3189
Maven Securities
Jersey
$410K +$410K +6,380 New
LIM
3190
Lagoda Investment Management
New York
$408K – – –
FGAM
3191
Financial Gravity Asset Management
Texas
$406K -$144K -781 -26%
ST
3192
Sageworth Trust
Pennsylvania
$405K +$63K +400 +18%
SCM
3193
Stordahl Capital Management
Colorado
$404K -$50K -317 -11%
HSA
3194
Hussman Strategic Advisors
Maryland
$402K +$402K +2,550 New
PWS
3195
Paragon Wealth Strategies
Florida
$401K -$24.2K -154 -6%
HS
3196
Horan Securities
United States
$401K +$315 +2 +0.1%
ECA
3197
Elevated Capital Advisors
Utah
$401K +$401K +2,544 New
HCM
3198
Horrell Capital Management
Arkansas
$400K – – –
ST
3199
Sentinel Trust
Texas
$400K – – –
TWM
3200
Trinity Wealth Management
Pennsylvania
$398K +$398K +2,524 New
126 127
128
129 130