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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 %
HCA
3376
Heck Capital Advisors
Wisconsin
$201K 1,274 +1,274 New
PW
3377
Price Wealth
Texas
$195K 1,237 +491 +66%
TWP
3378
TFO Wealth Partners
Ohio
$193K 1,226 +1,226 New
SAS
3379
Stelac Advisory Services
New York
$181K 1,147 -2,325 -67%
HGWM
3380
Harvest Group Wealth Management
Massachusetts
$178K 1,133 – –
WCM
3381
Wealthcare Capital Management
Virginia
$176K 1,113 +559 +101%
MCAI
3382
Members Capital Advisors Inc
Wisconsin
$166K 1,055 +1,055 New
PCM
3383
Pinz Capital Management
New York
$158K 1,000 +1,000 New
DI
3384
Disciplined Investments
Oklahoma
$157K 997 +997 New
GCM
3385
Grisanti Capital Management
New York
$150K 953 – –
BC
3386
Barnett & Company
Tennessee
$149K 945 +364 +63%
AFS
3387
Aft Forsyth & Sober
Florida
$145K 920 +920 New
LAS
3388
Lloyd Advisory Services
Georgia
$143K 907 +907 New
JPLA
3389
Joseph P. Lucia & Associates
New York
$135K 856 -23 -3%
LGWM
3390
Litman Gregory Wealth Management
California
$125K 794 -102 -11%
MDCM
3391
Morgan Dempsey Capital Management
Wisconsin
$125K 795 – –
CA
3392
CXI Advisors
Indiana
$120K 761 +761 New
LWM
3393
Lionsbridge Wealth Management
Florida
$107K 679 +679 New
CCMW
3394
Cypress Capital Management (Wyoming)
Wyoming
$105K 666 – –
SC
3395
Steph & Co
Wisconsin
$100K 632 +632 New
LPWM
3396
Lake Point Wealth Management
Texas
$92K 585 +585 New
FA
3397
Financial Advantage
Maryland
$90K 575 -475 -45%
MGI
3398
MayTech Global Investments
New York
$83K 525 – –
OAJ
3399
Ogorek Anthony Joseph
New York
$83K 531 +217 +69%
CIR
3400
Clear Investment Research
Georgia
$83K 523 +480 +1,116%
134 135
136
137 138