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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 %
EGM
3426
Engineers Gate Manager
New York
$235K -$30K -190 -11%
GTCM
3427
Gyon Technologies Capital Management
New Jersey
$234K -$1.58M -9,998 -87%
CWM
3428
CCG Wealth Management
California
$233K +$11K +70 +5%
BC
3429
Barnett & Company
Tennessee
$233K +$84.2K +535 +57%
BWI
3430
Beacon Wealthcare Inc
North Carolina
$232K -$13K -82 -5%
QCM
3431
Quantinno Capital Management
New York
$232K – – –
TA
3432
Townsend & Associates
Colorado
$232K +$7.52K +46 +3%
MAP
3433
Milestone Advisory Partners
North Carolina
$232K +$7.9K +50 +4%
GM
3434
GeoWealth Management
Illinois
$230K +$9.47K +60 +4%
RHJA
3435
Rice Hall James & Associates
California
$229K -$63.2K -400 -22%
RP
3436
Reinhart Partners
Wisconsin
$229K -$15.7K -100 -6%
RW
3437
RVW Wealth
California
$229K +$229K +1,453 New
OWA
3438
One Wealth Advisors
California
$227K -$24.9K -158 -10%
SG
3439
Strid Group
Pennsylvania
$227K -$18.8K -119 -8%
WFPG
3440
Waller Financial Planning Group
Ohio
$227K +$227K +1,440 New
HCM
3441
Howard Capital Management
Georgia
$225K -$267K -1,618 -54%
TWP
3442
Total Wealth Planning
Ohio
$222K +$222K +1,410 New
HWA
3443
Heartwood Wealth Advisors
Virginia
$221K -$3.48K -22 -2%
DMK
3444
David M. Knott
$221K – – –
RRC
3445
Relaxing Retirement Coach
Massachusetts
$217K – – –
FWM
3446
Filbrandt Wealth Management
Wisconsin
$216K +$5.06K +32 +2%
PWS
3447
Paragon Wealth Strategies
Florida
$215K -$186K -1,183 -46%
WA
3448
Wealthstar Advisors
Texas
$215K +$315 +2 +0.1%
BCM
3449
Birmingham Capital Management
Alabama
$215K +$215K +1,365 New
JWCA
3450
J.W. Cole Advisors
Florida
$214K -$7.56M -47,902 -97%
136 137
138
139 140