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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 %
MDCM
3476
Morgan Dempsey Capital Management
Wisconsin
$122K – – –
CCMW
3477
Cypress Capital Management (Wyoming)
Wyoming
$120K +$15K +95 +14%
NICM
3478
Neo Ivy Capital Management
New York
$119K +$119K +757 New
WCM
3479
Wealthcare Capital Management
Virginia
$108K -$68.3K -431 -39%
FA
3480
Forefront Analytics
Pennsylvania
$102K +$102K +644 New
SC
3481
Steph & Co
Wisconsin
$100K – – –
OAJ
3482
Ogorek Anthony Joseph
New York
$91K +$7.83K +50 +9%
CIR
3483
Clear Investment Research
Georgia
$91K +$8.09K +51 +10%
FA
3484
Financial Advantage
Maryland
$90K – – –
JWBC
3485
John W. Brooker & Co
California
$90K +$15.8K +100 +21%
MGI
3486
MayTech Global Investments
New York
$83K – – –
FGAM
3487
Financial Gravity Asset Management
Texas
$80.6K +$10.8K +343 +16%
IFA
3488
Interactive Financial Advisors
Illinois
$79K – – –
AWM
3489
Avondale Wealth Management
Texas
$73K +$14.8K +94 +25%
VCS
3490
Vaughan & Co Securities
New Jersey
$67.2K – – –
PC
3491
Permanens Capital
New York
$65K -$244K -1,555 -79%
LAS
3492
Lloyd Advisory Services
Georgia
$52K -$90.9K -577 -64%
MLL
3493
Moody Lynn & Lieberson
Massachusetts
$46.7K -$2.35K -14,922 -5%
CWA
3494
Carolina Wealth Advisors
South Carolina
$45K +$7.76K +49 +21%
HF
3495
Halpern Financial
Virginia
$44K -$7.89K -50 -15%
MG
3496
MilWealth Group
Wisconsin
$43.7K +$2.68K +17 +7%
NL
3497
NWAM LLC
Washington
$43.3K +$1.5K +9,488 +4%
IWP
3498
IAG Wealth Partners
Wisconsin
$40K -$16.1K -100 -29%
AWA
3499
Artemis Wealth Advisors
New York
$34.9K – – –
SWM
3500
Selective Wealth Management
Virginia
$29K – – –
138 139
140
141 142