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Microsoft
MSFT

Overview Fund Activity

3,123 hedge funds and large institutions have $775B invested in Microsoft in 2019 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 1,290 increasing their positions, 1,505 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,123
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
68.59%
Holding in Top 10
1,595
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+2.24%
% of All Funds
35.03%
New
91
Increased
1,290
Reduced
1,505
Closed
61
Calls
$8.45B
Puts
$11.3B
Net Calls
-$2.85B
Net Calls Change
-$2.27B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$900M
2
BlackRock
BlackRock
New York
+$809M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$713M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$649M
5
Capital International Investors
Capital International Investors
California
+$577M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$1.11B
2
TCI Fund Management
TCI Fund Management
United Kingdom
-$799M
3
Dodge & Cox
Dodge & Cox
California
-$762M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$672M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
926
Bridgeway Capital Management
Texas
$21.7M -$1.53M -11,000 -7%
H
927
HoyleCohen
California
$21.6M -$165K -1,184 -0.8%
SPC
928
Sigma Planning Corp
Michigan
$21.5M +$242K +1,741 +1%
SFG
929
Sather Financial Group
Texas
$21.4M +$814K +5,855 +4%
AW
930
ACG Wealth
Georgia
$21.4M -$1.24M -8,890 -5%
DY
931
Dowling & Yahnke
California
$21.4M -$191K -1,374 -0.9%
BOTW
932
Bank of the West
California
$21.4M +$716K +5,153 +3%
SCA
933
Stillwater Capital Advisors
Pennsylvania
$21.4M -$303K -2,181 -1%
CAM
934
Claret Asset Management
Quebec, Canada
$21.4M -$1.64M -11,767 -7%
JMFC
935
J.M. Forbes & Co
Massachusetts
$21.3M +$81.3K +585 +0.4%
VCAM
936
Van Cleef Asset Management
Ohio
$21.3M -$820K -5,901 -4%
NSEDCP
937
NJ State Employees Deferred Compensation Plan
New Jersey
$21.3M – – –
PCM
938
Parsons Capital Management
Rhode Island
$21.2M -$31.6K -227 -0.1%
BIC
939
Beach Investment Counsel
Pennsylvania
$21.2M -$2.13M -15,320 -9%
LOAME
940
Lombard Odier Asset Management (Europe)
United Kingdom
$21.1M +$770K +5,541 +4%
GIM
941
Goelzer Investment Management
Indiana
$21.1M +$3.08M +22,181 +17%
AFG
942
Albion Financial Group
Utah
$21.1M -$964K -6,931 -4%
Cerity Partners
943
Cerity Partners
New York
$21M +$2.41M +17,343 +13%
OPFM
944
Optimus Prime Fund Management
Cayman Islands
$20.9M – – –
GCM
945
Gabalex Capital Management
New York
$20.9M – – –
LBC
946
Lowe Brockenbrough & Co
Virginia
$20.8M -$212K -1,523 -1%
RWA
947
Ropes Wealth Advisors
Massachusetts
$20.8M -$598K -4,299 -3%
BFA
948
Bragg Financial Advisors
North Carolina
$20.7M +$15.4K +111 +0.1%
LA
949
Lynch & Associates
Indiana
$20.7M -$361K -2,594 -2%
VWM
950
Valley Wealth Managers
New Jersey
$20.7M -$227K -1,635 -1%
36 37
38
39 40