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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.

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
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$1.5B
2
Goldman Sachs
2
Goldman Sachs
New York
$8.71B
3
PPA
3
Parametric Portfolio Associates
Washington
$4.79B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$17.8B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$98.4B

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 Market Value Shares Shares
Change 		Shares
Change %
HWA
3351
Heartwood Wealth Advisors
Virginia
$224K 1,421 +1,421 New
CAM
3352
Columbia Asset Management
Michigan
$223K 141,212 -191 -0.1%
SCM
3353
Seascape Capital Management
New Hampshire
$222K 1,407 +1,407 New
CWM
3354
CCG Wealth Management
California
$222K 1,408 +1,408 New
JFG
3355
JMG Financial Group
Illinois
$222K 1,410 +1,410 New
DMK
3356
David M. Knott
$221K 1,400 – –
GM
3357
GeoWealth Management
Illinois
$220K 1,398 -14,014 -91%
TA
3358
Townsend & Associates
Colorado
$220K 1,373 +1,373 New
GWM
3359
GSB Wealth Management
Connecticut
$219K 1,390 +1,390 New
CFG
3360
CKW Financial Group
Hawaii
$218K 1,380 – –
RRC
3361
Relaxing Retirement Coach
Massachusetts
$217K 1,370 +1,370 New
WA
3362
Wealthstar Advisors
Texas
$215K 1,362 -142 -9%
1NWS
3363
1 North Wealth Services
Maryland
$215K 1,362 +693 +104%
CI
3364
Cordant Inc
Oregon
$215K 1,364 +1,364 New
SWM
3365
Shakespeare Wealth Management
Wisconsin
$214K 1,357 -1,090 -45%
SFA
3366
Spectrum Financial Alliance
Kentucky
$214K 1,355 +1,355 New
BF
3367
Blankinship & Foster
California
$213K 1,350 +1,350 New
CFS
3368
Cannon Financial Strategists
Georgia
$212K 1,346 +1,346 New
RCIM
3369
Red Cedar Investment Management
Michigan
$212K 1,347 +1,347 New
SFPG
3370
Stonebridge Financial Planning Group
Florida
$210K 1,329 +1,329 New
FWM
3371
Filbrandt Wealth Management
Wisconsin
$210K 1,335 +1,335 New
GCP
3372
GSA Capital Partners
United Kingdom
$208K 1,321 +1,321 New
SBA
3373
Secrest Blakey & Associates
North Carolina
$205K 1,300 -5,317 -80%
AWM
3374
Alterna Wealth Management
Texas
$201K 1,274 -836 -40%
JFM
3375
Jackson Financial Management
California
$201K 1,273 +1,273 New
133 134
135
136 137