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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 %
WAM
1026
Wealthspire Advisors (Maryland)
Maryland
$21.1M -$1.04M -6,618 -5%
HT
1027
Heritage Trust
Oklahoma
$21.1M -$1.83M -11,606 -8%
GGI
1028
Godsey & Gibb Inc
Virginia
$21.1M -$397K -2,515 -2%
VIP
1029
Vantage Investment Partners
Missouri
$21.1M +$9.74M +61,787 +86%
JWM
1030
Jackson Wealth Management
Florida
$21M -$3.06M -16,392 -13%
APA
1031
American Portfolios Advisors
New York
$21M -$153K -972 -0.7%
NAM
1032
NorthCoast Asset Management
Connecticut
$21M +$3.59M +22,732 +21%
AIM
1033
Avity Investment Management
Connecticut
$20.9M -$2.53M -16,036 -11%
DP
1034
Dundas Partners
United Kingdom
$20.9M -$4.38M -27,745 -17%
LNC
1035
Lincoln National Corp
Pennsylvania
$20.8M +$374K +2,371 +2%
DS
1036
DRW Securities
Illinois
$20.8M +$20.2M +123,886 +3,413%
CG
1037
Caprock Group
Idaho
$20.8M +$1.87M +11,860 +10%
AC
1038
Addenda Capital
Quebec, Canada
$20.8M +$3.04M +19,265 +17%
CA
1039
Callahan Advisors
Texas
$20.8M -$1.26M -8,010 -6%
RWA
1040
Ropes Wealth Advisors
Massachusetts
$20.7M -$111K -702 -0.5%
HVIA
1041
Hudson Valley Investment Advisors
New York
$20.7M -$27K -171 -0.1%
DP
1042
DDD Partners
Washington
$20.7M +$940K +5,958 +5%
GIP
1043
Greatmark Investment Partners
Georgia
$20.7M -$749K -4,747 -3%
CGM
1044
Capital Growth Management
Massachusetts
$20.7M -$4.1M -26,000 -17%
QOP
1045
Quinn Opportunity Partners
Virginia
$20.7M +$20.3M +129,000 +6,450%
DAC
1046
Dividend Assets Capital
South Carolina
$20.7M -$489K -3,100 -2%
VFA
1047
Valeo Financial Advisors
Indiana
$20.6M -$1.16M -7,010 -5%
TNA
1048
True North Advisors
Texas
$20.6M -$26.2K -166 -0.1%
GCM
1049
Gabalex Capital Management
New York
$20.5M -$1.58M -10,000 -7%
NM
1050
NWI Management
New York
$20.5M +$7.33M +46,500 +56%
40 41
42
43 44