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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 %
BWM
3276
BCS Wealth Management
Tennessee
$469K +$140K +888 +43%
PG
3277
Prostatis Group
Maryland
$464K +$15.8K +100 +4%
IDA
3278
Intelligence Driven Advisers
California
$461K -$1.73K -11 -0.4%
MAM
3279
Marquette Asset Management
Minnesota
$460K – – –
YMRC
3280
Yorktown Management & Research Company
Virginia
$457K +$457K +2,900 New
IWA
3281
Inspirion Wealth Advisors
Illinois
$456K +$156K +987 +52%
LWA
3282
Lowe Wealth Advisors
Maryland
$454K -$70K -444 -13%
TPW
3283
TL Private Wealth
Texas
$452K +$18.1K +100 +4%
EVC
3284
Eidelman Virant Capital
Missouri
$451K +$451K +2,862 New
CCM
3285
Colorado Capital Management
Colorado
$447K -$51.7K -328 -10%
OFS
3286
Oldfather Financial Services
Nebraska
$447K -$9.12K -50 -2%
NFGCM
3287
Norman Fields Gottscho Capital Management
New York
$446K -$43.4K -275 -9%
EI
3288
EDMP Inc
Florida
$440K +$440K +7,961 New
FS
3289
Ferguson Shapiro
Georgia
$437K -$24.2K -138 -5%
CFA
3290
Camarda Financial Advisors
Florida
$436K +$153K +970 +54%
PCFFS
3291
Pacific Center for Financial Services
California
$429K – – –
AC
3292
AlphaCore Capital
California
$427K +$156K +987 +57%
GWM
3293
GSB Wealth Management
Connecticut
$420K +$201K +1,271 +91%
HGWM
3294
Horst & Graben Wealth Management
Oregon
$419K +$419K +2,657 New
AL
3295
Arnhold LLC
New York
$410K – – –
GAM
3296
Garrison Asset Management
Arkansas
$409K +$23.6K +150 +6%
HS
3297
Horan Securities
United States
$406K +$5.05K +32 +1%
ST
3298
Sageworth Trust
Pennsylvania
$405K – – –
RIM
3299
Reliant Investment Management
Tennessee
$405K +$405K +2,567 New
TWM
3300
Trinity Wealth Management
Pennsylvania
$404K +$5.53K +35 +1%
130 131
132
133 134