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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 %
MSWMA
3401
Market Street Wealth Management Advisors
Indiana
$257K +$257K +1,630 New
KAH
3402
Kathryn A. Hall
$256K +$256K +1,625 New
VCM
3403
Virtue Capital Management
Tennessee
$255K -$6.21M -39,369 -96%
CCA
3404
Conservest Capital Advisors
Pennsylvania
$253K +$315 +2 +0.1%
BSAM
3405
Blue Sky Asset Management
Colorado
$252K +$252K +1,598 New
FSWA
3406
Financial Synergies Wealth Advisors
Texas
$250K +$250K +1,583 New
GIM
3407
Greylin Investment Management
Virginia
$248K – – –
CA
3408
Corrado Advisors
New Jersey
$247K -$5.31M -33,750 -96%
DC
3409
Derby & Company
Massachusetts
$247K +$247K +1,568 New
TFA
3410
TPG Financial Advisors
Oregon
$246K -$224K -1,419 -48%
NI
3411
NFC Investments
Tennessee
$246K -$78.7K -500 -24%
SIMG
3412
Stephens Investment Management Group
Texas
$246K – – –
SBA
3413
Secrest Blakey & Associates
North Carolina
$246K +$41.1K +261 +20%
HWM
3414
Holloway Wealth Management
Florida
$245K -$245K – –
HGWM
3415
Harvest Group Wealth Management
Massachusetts
$245K +$66.8K +425 +38%
HAC
3416
Harbor Advisory Corp
New Hampshire
$243K – – –
SA
3417
Sicart Associates
New York
$242K +$242K +1,536 New
SL
3418
Salomon & Ludwin
Virginia
$240K -$398K -2,523 -62%
CM
3419
Columbus Macro
Pennsylvania
$240K – – –
UIA
3420
UBP Investment Advisors
Switzerland
$240K +$15.8K +100 +7%
SFPG
3421
Stonebridge Financial Planning Group
Florida
$240K +$20.8K +126 +9%
HWA
3422
Hilltop Wealth Advisors
North Carolina
$239K -$31.6K -200 -12%
PFA
3423
Plotkin Financial Advisors
Maryland
$239K -$1.58K -10 -0.7%
RCIM
3424
Red Cedar Investment Management
Michigan
$238K +$25.6K +162 +12%
TSS
3425
Thomas Story & Son
Indiana
$237K – – –
135 136
137
138 139