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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 %
IFA
3401
Interactive Financial Advisors
Illinois
$79K 500 – –
JWBC
3402
John W. Brooker & Co
California
$74K 468 +468 New
VCS
3403
Vaughan & Co Securities
New Jersey
$67.2K 426 +426 New
SSWG
3404
Seven Springs Wealth Group
Tennessee
$65K 410 +410 New
CWA
3405
Core Wealth Advisors
Florida
$61K 384 +384 New
AWM
3406
Avondale Wealth Management
Texas
$58K 370 -160 -30%
IWP
3407
IAG Wealth Partners
Wisconsin
$55K 348 +348 New
HF
3408
Halpern Financial
Virginia
$51.9K 329 +329 New
MG
3409
MilWealth Group
Wisconsin
$41K 260 – –
CWA
3410
Carolina Wealth Advisors
South Carolina
$37K 235 +235 New
AWA
3411
Artemis Wealth Advisors
New York
$34.9K 221 – –
BEI
3412
Benjamin Edwards Inc
Missouri
$31K 195 +85 +77%
SWM
3413
Selective Wealth Management
Virginia
$29K 186 -71 -28%
CA
3414
Claar Advisors
New York
$27.9K 177,044 -3,171 -2%
AS
3415
Altshuler Shaham
Israel
$27K 171 -14 -8%
TJHA
3416
Thomas J. Herzfeld Advisors
Florida
$24K 150 +6 +4%
VEA
3417
Virtus ETF Advisers
New York
$15K 98 -763 -89%
GC
3418
Globeflex Capital
California
$14K 86 – –
NIM
3419
Nicollet Investment Management
Minnesota
$11K 69,937 -1,476 -2%
PGAM
3420
Princeton Global Asset Management
New Jersey
$10.8K 68,484 +13,085 +24%
TRCT
3421
Tower Research Capital (TRC)
New York
$10K 63 -126,395 -100%
WCA
3422
Windsor Creek Advisors
Vermont
$9.45K 59,891 -7,999 -12%
NDSI
3423
Newman Dignan & Sheerar Inc
Rhode Island
$6.12K 38,783 -646 -2%
AC
3424
Asio Capital
Kentucky
$3.79K 24,004 +24,004 New
UOTTAIMCU
3425
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K 16 +16 New
135 136
137
138 139