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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 %
OAM
3201
Oberweis Asset Management
Illinois
$574K -$15.8K -100 -3%
ACM
3202
Avalon Capital Management
California
$569K – – –
BBCM
3203
Boardman Bay Capital Management
New York
$568K +$568K +3,600 New
GRQ
3204
Gardner Russo & Quinn
Pennsylvania
$567K -$15.8K -100 -3%
EARNEST Partners
3205
EARNEST Partners
Georgia
$566K – – –
WA
3206
WESPAC Advisors
California
$566K +$42.4K +269 +8%
IFO
3207
Independent Family Office
New York
$563K – – –
CHJWM
3208
Carlton Hofferkamp & Jenks Wealth Management
Texas
$563K +$196K +1,102 +53%
TFF
3209
The Family Firm
Maryland
$561K +$158 +1 +0%
AMG
3210
Asset Management Group
Connecticut
$561K +$1.89K +12 +0.3%
Capital Fund Management (CFM)
3211
Capital Fund Management (CFM)
France
$561K +$249K +1,580 +80%
SGCA
3212
Steel Grove Capital Advisors
Tennessee
$559K +$21.6K +137 +4%
RPG
3213
Resource Planning Group
Georgia
$558K +$19.5K +124 +4%
RCA
3214
Reitz Capital Advisors
Michigan
$558K +$312K +1,975 +126%
WG
3215
Winton Group
United Kingdom
$556K -$12.9M -82,014 -96%
CIA
3216
Compass Ion Advisors
Pennsylvania
$553K +$13.2K +84 +2%
SDAM
3217
Shulman DeMeo Asset Management
New York
$553K +$42.7K +271 +8%
ACM
3218
Ategra Capital Management
Virginia
$553K +$18.9K +120 +4%
ACM
3219
AlphaStar Capital Management
North Carolina
$552K -$87.2K -520 -14%
MAM
3220
Marotta Asset Management
Virginia
$552K +$304 +2 +0.1%
MFT
3221
Moisand Fitzgerald Tamayo
Florida
$551K -$5.36K -34 -1%
SCM
3222
Smith Capital Management
Arkansas
$551K +$31.5K +200 +6%
TAM
3223
Trust Asset Management
Texas
$549K – – –
ML
3224
McAdam LLC
Pennsylvania
$547K +$547K +3,468 New
BMM
3225
Berkshire Money Management
Massachusetts
$545K +$252K +1,596 +86%
127 128
129
130 131