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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
1
Goldman Sachs
New York
$8.71B
2
PPA
2
Parametric Portfolio Associates
Washington
$4.79B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$17.8B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$98.4B
5
Truist Financial
5
Truist Financial
North Carolina
$910M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.91B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$27.6B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13.2B
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$468M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
3276
Permanens Capital
New York
$311K +$311K +1,970 New
BHWM
3277
Bay Harbor Wealth Management
Maryland
$308K -$15K -95 -5%
LK
3278
Lumbard & Kellner
New Hampshire
$308K – – –
TW
3279
Towerpoint Wealth
California
$305K +$24.1K +153 +9%
KWA
3280
KCS Wealth Advisory
California
$303K -$11.2K -71 -4%
IWA
3281
Inspirion Wealth Advisors
Illinois
$300K – – –
VFPI
3282
Vantage Financial Partners (Illinois)
Illinois
$300K – – –
BIA
3283
BHK Investment Advisors
Alabama
$293K -$46.9K -297 -14%
BMM
3284
Berkshire Money Management
Massachusetts
$293K +$15.7K +100 +6%
RHJA
3285
Rice Hall James & Associates
California
$292K – – –
CFD
3286
Creative Financial Designs
Indiana
$287K -$28.3K -176 -9%
NF
3287
Nikulski Financial
Iowa
$286K – – –
QWM
3288
Quaker Wealth Management
New Jersey
$286K +$286K +1,815 New
GA
3289
Gateway Advisory
New Jersey
$285K +$15.8K +100 +6%
LBA
3290
Letko, Brosseau & Associates
Quebec, Canada
$284K – – –
KBFS
3291
Kohmann Bosshard Financial Services
Ohio
$284K – – –
CFA
3292
Camarda Financial Advisors
Florida
$283K -$31.6K -200 -10%
BA
3293
Ballew Advisors
Mississippi
$282K +$2.6K +16 +0.9%
PWM
3294
Provident Wealth Management
Tennessee
$282K +$282K +1,790 New
SA
3295
swisspartners Advisors
Switzerland
$280K +$280K +1,775 New
PD
3296
Planning Directions
Pennsylvania
$279K -$8.67K -55 -3%
GSWM
3297
Golden State Wealth Management
California
$277K -$1.43M -9,070 -84%
TIM
3298
Total Investment Management
Arizona
$277K +$630 +4 +0.2%
CCMT
3299
CMT Capital Markets Trading
Germany
$276K +$276K +1,750 New
PDM
3300
Penn Davis McFarland
Texas
$274K +$274K +1,740 New
130 131
132
133 134