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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 %
BA
3451
Ballew Advisors
Mississippi
$214K -$60.6K -384 -22%
SFA
3452
Spectrum Financial Alliance
Kentucky
$213K – – –
BF
3453
Blankinship & Foster
California
$213K – – –
FA
3454
Faithward Advisors
Pennsylvania
$208K -$47.6K -302 -19%
S
3455
Seeyond
France
$204K +$20K +4,007 +11%
AIM
3456
Artemis Investment Management
United Kingdom
$204K -$104K -656,789 -34%
WA
3457
WP Advisors
California
$203K +$203K +1,289 New
TPW
3458
Tiller Private Wealth
Pennsylvania
$201K +$201K +1,272 New
HCIA
3459
Hochman Cole Investment Advisors
Illinois
$201K +$201K +1,275 New
AWM
3460
Altus Wealth Management
Kentucky
$200K +$200K +1,270 New
PW
3461
Price Wealth
Texas
$198K +$3K +19 +2%
JPLA
3462
Joseph P. Lucia & Associates
New York
$197K +$61.8K +391 +46%
SCA
3463
Stuart Chaussee & Associates
California
$195K -$387K -2,456 -67%
WC
3464
Wexford Capital
Florida
$182K +$182K +1,155 New
TWP
3465
TFO Wealth Partners
Ohio
$180K -$12.6K -80 -7%
IF
3466
Ironwood Financial
Arizona
$170K -$63.1K -400 -27%
CFG
3467
CKW Financial Group
Hawaii
$170K -$39.5K -260 -19%
PCM
3468
Pinz Capital Management
New York
$158K – – –
CI
3469
CAZ Investments
Texas
$158K +$158K +1,000 New
GCM
3470
Grisanti Capital Management
New York
$150K – – –
WIM
3471
Westside Investment Management
California
$147K +$147K +66,853 New
DI
3472
Disciplined Investments
Oklahoma
$145K -$12.7K -80 -8%
APC
3473
Aspire Private Capital
North Carolina
$139K -$421K -2,665 -75%
LSA
3474
Lion Street Advisors
Texas
$130K -$184K -1,165 -59%
LPWM
3475
Lake Point Wealth Management
Texas
$123K +$30.4K +192 +33%
137 138
139
140 141