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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 %
FPC
3301
Falcon Point Capital
California
$272K -$4.58K -29 -2%
GWAG
3302
Garrett Wealth Advisory Group
Texas
$272K – – –
AC
3303
AlphaCore Capital
California
$271K +$271K +1,721 New
HWA
3304
Hilltop Wealth Advisors
North Carolina
$270K +$270K +1,714 New
Pacer Advisors
3305
Pacer Advisors
Pennsylvania
$269K -$203M -1,290,113 -100%
JWM
3306
Janiczek Wealth Management
Colorado
$269K +$17.8K +113 +7%
GWM
3307
Graybill Wealth Management
Illinois
$268K – – –
PP
3308
Peconic Partners
New York
$267K +$267K +1,690 New
HW
3309
Hamilton Wealth
California
$267K +$267K +1,691 New
KFA
3310
Kays Financial Advisory
Georgia
$266K -$228K -1,442 -46%
EGM
3311
Engineers Gate Manager
New York
$265K +$265K +1,680 New
SMG
3312
Smart Money Group
Texas
$264K +$264K +1,673 New
RCS
3313
Retirement Capital Strategies
California
$263K – – –
AAM
3314
Ameraudi Asset Management
New York
$262K +$262K +1,661 New
CWM
3315
Cranbrook Wealth Management
Michigan
$259K -$11.4K -72 -4%
MWM
3316
MBE Wealth Management
Wisconsin
$259K +$259K +1,645 New
FA
3317
Faithward Advisors
Pennsylvania
$256K -$140K -887 -35%
PIA
3318
Powell Investment Advisors
Florida
$256K +$256K +1,623 New
DTIM
3319
Danda Trouve Investment Management
Kansas
$256K +$256K +1,625 New
PIN
3320
Prudent Investors Network
California
$255K +$255K +1,621 New
CCA
3321
Conservest Capital Advisors
Pennsylvania
$253K +$158 +1 +0.1%
ETC
3322
Exchange Traded Concepts
Oklahoma
$253K +$253K +1,603 New
WAM
3323
Weiss Asset Management
Massachusetts
$252K -$53.6K -340 -18%
OWA
3324
One Wealth Advisors
California
$252K +$252K +1,597 New
PWS
3325
Peloton Wealth Strategists
Indiana
$252K +$252K +1,600 New
131 132
133
134 135