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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 %
CBOR
3176
Community Bank of Raymore
Missouri
$616K -$18.2K -115 -3%
I2I
3177
Insight 2811 Inc
Illinois
$616K -$7.73K -49 -1%
BEI
3178
Benjamin Edwards Inc
Missouri
$616K +$585K +3,712 +1,904%
WAM
3179
Winslow Asset Management
Ohio
$615K – – –
RI
3180
Ridgewood Investments
New Jersey
$613K -$315 -2 -0.1%
RWRC
3181
R.W. Roge & Company
New York
$612K -$221K -1,404 -27%
LFG
3182
Larson Financial Group
Missouri
$612K +$53.8K +341 +10%
AAMC
3183
Asset Allocation & Management Company
Illinois
$612K +$135K +854 +28%
NWM
3184
Northwest Wealth Management
Iowa
$610K -$47.3K -300 -7%
MWP
3185
Meridian Wealth Partners
Pennsylvania
$610K +$18.9K +120 +3%
WIA
3186
World Investment Advisors
California
$605K +$103K +653 +21%
MAWCM
3187
Mine & Arao Wealth Creation & Management
California
$601K +$56K +355 +10%
LP
3188
LGL Partners
Pennsylvania
$599K +$217K +1,375 +57%
WCM
3189
Windsor Capital Management
Arizona
$592K +$11K +70 +2%
AW
3190
Alpha Windward
Massachusetts
$591K -$25.2K -160 -4%
BFA
3191
Beacon Financial Advisory
Ohio
$589K -$153K -972 -21%
MCG
3192
MACRO Consulting Group
New Jersey
$588K +$18.4K +100 +3%
PFM
3193
Probabilities Fund Management
New York
$587K +$587K +3,720 New
AF
3194
Apexium Financial
Texas
$586K -$131K -834 -18%
DACG
3195
Donor Advised Charitable Giving
California
$580K -$35.5K -225 -6%
ETS
3196
ESL Trust Services
New York
$580K -$16K -100 -3%
RTS
3197
Round Table Services
New Jersey
$578K -$526K -3,331 -48%
SAM
3198
Shone Asset Management
California
$577K +$577K +3,400 New
PSF
3199
Pacific Sun Financial
California
$576K -$8.99K -57 -2%
PFC
3200
Poplar Forest Capital
California
$575K -$14.8K -94 -3%
126 127
128
129 130