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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 %
TJHA
3501
Thomas J. Herzfeld Advisors
Florida
$24K – – –
ICA
3502
Infrastructure Capital Advisors
New York
$16K +$16K +100 New
GC
3503
Globeflex Capital
California
$14K – – –
TA
3504
Thor Advisors
New York
$13K +$13K +85 New
TI
3505
tru Independence
Oregon
$10.1K -$4.13K -26,180 -29%
VEA
3506
Virtus ETF Advisers
New York
$9K -$5.95K -39 -40%
LCC
3507
Lincoln Capital Corp
Rhode Island
$8.83K +$188 +1,192 +2%
CCT
3508
Capital City Trust
Florida
$8.68K +$150 +954 +2%
YAL
3509
Your Advocates Ltd
Texas
$8K +$8K +51 New
Simplex Trading
3510
Simplex Trading
Illinois
$7K -$6.87M -49,068 -100%
LGWM
3511
Litman Gregory Wealth Management
California
$7K -$119K -750 -94%
WA
3512
WBH Advisory
Maryland
$6.9K -$163 -1,035 -2%
OAM
3513
Optimal Asset Management
California
$4.54K +$653 +4,139 +17%
BCMIO
3514
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$4K +24 New
WAMC
3515
Western Asset Management Company
California
$3K +$3K +15 New
MIM
3516
Macroview Investment Management
Maryland
$3K +$3K +17 New
BSG
3517
Black Swift Group
Colorado
$1K -$600K -3,000 -100%
CSIA
3518
Charles Schwab Investment Advisory
California
– -$514M -3,261,493 Closed
AIM
3519
Achmea Investment Management
Netherlands
– -$118M -747,046 Closed
VCM
3520
Voleon Capital Management
California
– -$95.7M -607,000 Closed
AI
3521
Atria Investments
North Carolina
– -$47.3M -300,243 Closed
TEE
3522
Tibra Equities Europe
United Kingdom
– -$39.1M -248,200 Closed
RA
3523
Rovida Advisors
Florida
– -$37.4M -237,400 Closed
KPF
3524
K2 Principal Fund
Ontario, Canada
– -$17.9M -113,250 Closed
IMC Chicago
3525
IMC Chicago
Illinois
– -$14.5M -91,640 Closed
139 140
141
142 143