MSFT icon

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 %
SFP
3251
Strategic Financial Partners
Oregon
$500K -$68K -431 -12%
RWMH
3252
Riverpoint Wealth Management Holdings
Illinois
$500K +$20.5K +130 +4%
CWM
3253
Concentrum Wealth Management
California
$497K +$497K +3,149 New
ER
3254
Enlightenment Research
Florida
$495K +$155K +958 +46%
IA
3255
IFG Advisors
Missouri
$494K +$494K +3,135 New
KBFS
3256
Kohmann Bosshard Financial Services
Ohio
$491K +$207K +1,312 +73%
RAM
3257
Riggs Asset Management
Pennsylvania
$489K -$82.7K -525 -14%
SPA
3258
Sentinel Pension Advisors
Massachusetts
$489K +$47.5K +301 +11%
HWM
3259
HighMark Wealth Management
Minnesota
$488K +$24.2K +154 +5%
ACP
3260
Aveo Capital Partners
Colorado
$485K -$8.2K -52 -2%
SC
3261
Skylands Capital
Wisconsin
$485K +$485K +3,075 New
AWCI
3262
Alpine Woods Capital Investors
New York
$484K +$95.8K +607 +25%
LRIC
3263
Long Road Investment Counsel
Michigan
$483K – – –
AMG
3264
Advisors Management Group
Wisconsin
$483K +$128K +812 +36%
PWC
3265
PYA Waltman Capital
Tennessee
$482K +$161K +1,022 +50%
NP
3266
Ninepoint Partners
Ontario, Canada
$481K -$4.12M -26,145 -90%
RPSA
3267
Richard P. Slaughter Associates
Texas
$480K -$141K -895 -23%
CCMIC
3268
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$480K +$480K +3,044 New
KFA
3269
Krane Funds Advisors
New York
$478K -$76.5K -485 -14%
GPA
3270
Guidance Point Advisors
Massachusetts
$478K -$9.61K -61 -2%
KFS
3271
Kelly Financial Services
Massachusetts
$474K -$65K -412 -12%
ACM
3272
Alethea Capital Management
Washington
$473K -$142K -900 -23%
HA
3273
HYA Advisors
Missouri
$473K +$89.9K +570 +23%
HCA
3274
Heck Capital Advisors
Wisconsin
$470K +$269K +1,707 +134%
LFG
3275
LifePlan Financial Group
Ohio
$469K +$10.2K +65 +2%
129 130
131
132 133