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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 %
ST
3226
Sentinel Trust
Texas
$543K +$144K +911 +36%
AWA
3227
ARQ Wealth Advisors
Arizona
$543K +$543K +3,443 New
CWM
3228
Cahaba Wealth Management
Georgia
$542K +$35.5K +225 +7%
CCM
3229
Cadence Capital Management
Massachusetts
$539K +$3.79K +24 +0.7%
EWM
3230
Elmwood Wealth Management
California
$538K +$21K +230 +4%
MPCG
3231
Matrix Private Capital Group
New York
$538K +$92.8K +588 +21%
CA
3232
Crumly & Associates
Illinois
$537K +$537K +3,405 New
OR
3233
Olympiad Research
Connecticut
$534K +$534K +3,384 New
SSWG
3234
Seven Springs Wealth Group
Tennessee
$530K +$465K +2,950 +720%
OPPTF
3235
OPSEU Pension Plan Trust Fund
Ontario, Canada
$527K +$527K +3,407 New
CAG
3236
Curtis Advisory Group
California
$526K +$23.6K +150 +5%
SHWM
3237
Silicon Hills Wealth Management
Texas
$524K +$522K +3,312 +33,120%
ACM
3238
AlphaCrest Capital Management
New York
$522K -$3.34M -21,185 -86%
CP
3239
Camelot Portfolios
Ohio
$522K -$460K -2,920 -47%
WAOI
3240
Wealth Advisors of Iowa
Iowa
$522K +$522K +3,310 New
CF
3241
Corrigan Financial
Rhode Island
$518K +$158 +1 +0%
BCA
3242
Biltmore Capital Advisors
New Jersey
$518K +$94.9K +602 +22%
SCM
3243
SKBA Capital Management
California
$513K – – –
TAIM
3244
TD Ameritrade Investment Management
Nebraska
$510K -$71.8K -455 -12%
JFG
3245
JMG Financial Group
Illinois
$509K +$287K +1,816 +129%
WRM
3246
Weybosset Research & Management
Rhode Island
$508K -$46.5K -300 -8%
PS
3247
Portfolio Strategies
New York
$507K -$315 -2 -0.1%
SMM
3248
Stadion Money Management
Georgia
$505K -$108K -685 -18%
NCM
3249
Next Capital Management
New York
$505K +$35.6K +226 +8%
FAN
3250
Financial Advisors Network
California
$504K -$8.84K -56 -2%
128 129
130
131 132