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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 %
NC
3376
NewSquare Capital
Pennsylvania
$290K -$220K -1,398 -43%
TFA
3377
Tobias Financial Advisors
Florida
$290K -$70.4K -446 -20%
CFIA
3378
Cantor Fitzgerald Investment Advisors
New York
$289K +$44.6K +283 +18%
QWM
3379
Quaker Wealth Management
New Jersey
$287K +$946 +6 +0.3%
SWM
3380
Southern Wealth Management
Texas
$286K -$110K -695 -28%
CB
3381
Cooke & Bieler
Pennsylvania
$284K +$284K +1,800 New
BHWM
3382
Bay Harbor Wealth Management
Maryland
$282K -$25.7K -163 -8%
CFD
3383
Creative Financial Designs
Indiana
$281K -$947 -6 -0.3%
WCM
3384
Weld Capital Management
New York
$281K +$281K +1,782 New
LK
3385
Lumbard & Kellner
New Hampshire
$276K -$31.5K -200 -10%
AF
3386
Aldebaran Financial
$275K +$275K +1,746 New
PDM
3387
Penn Davis McFarland
Texas
$274K – – –
FPC
3388
Falcon Point Capital
California
$272K – – –
AWM
3389
Alterna Wealth Management
Texas
$271K +$70K +444 +35%
WAM
3390
Wakefield Asset Management
Colorado
$270K +$270K +1,714 New
JWM
3391
Janiczek Wealth Management
Colorado
$269K – – –
GWAG
3392
Garrett Wealth Advisory Group
Texas
$268K -$3.32K -21 -1%
DTIM
3393
Danda Trouve Investment Management
Kansas
$268K +$11.8K +75 +5%
GWM
3394
Graybill Wealth Management
Illinois
$267K -$1.58K -10 -0.6%
LI
3395
LVZ Inc
Michigan
$267K +$23.4K +148 +10%
KTA
3396
Keeley-Teton Advisors
Illinois
$265K +$15.8K +100 +6%
SWAG
3397
Spectrum Wealth Advisory Group
California
$262K +$262K +1,648 New
RWA
3398
RGT Wealth Advisors
Texas
$261K +$261K +1,652 New
PIN
3399
Prudent Investors Network
California
$258K +$2.83K +18 +1%
TC
3400
Tatro Capital
Kentucky
$258K +$258K +1,637 New
134 135
136
137 138