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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 %
BDWM
1051
Brewin Dolphin Wealth Management
Ireland
$17.3M -$2.78K -20 -0%
AAIM
1052
American Assets Investment Management
California
$17.3M – – –
SFA
1053
Sequoia Financial Advisors
Ohio
$17.2M -$954K -6,865 -5%
JWM
1054
Jackson Wealth Management
Florida
$17.1M +$3.98M +28,588 +30%
BSW
1055
Buckingham Strategic Wealth
Missouri
$17M +$919K +6,612 +6%
CIC
1056
Cutler Investment Counsel
Oregon
$17M +$737K +5,304 +5%
HAIM
1057
Hunter Associates Investment Management
Pennsylvania
$17M -$134K -961 -0.8%
LW
1058
Linscomb Wealth
Texas
$17M +$81.7K +588 +0.5%
WS
1059
Wedbush Securities
California
$16.9M +$1.2M +8,657 +8%
PAS
1060
Professional Advisory Services
Florida
$16.8M -$777K -5,586 -4%
CC
1061
Caldera Capital
Texas
$16.8M +$1.05M +7,582 +7%
CI
1062
Conning Inc
Connecticut
$16.8M -$253K -1,819 -1%
BCM
1063
BTC Capital Management
Iowa
$16.8M +$88.4K +636 +0.5%
BHTS
1064
Bar Harbor Trust Services
Maine
$16.7M -$2.51M -18,071 -13%
GAMA
1065
Graticule Asia Macro Advisors
New York
$16.7M +$9.53M +68,523 +134%
GHA
1066
GW Henssler & Associates
Georgia
$16.7M -$213K -1,530 -1%
SC
1067
Sepio Capital
Utah
$16.6M +$4.28M +30,803 +35%
WC
1068
Westwind Capital
New Mexico
$16.6M +$606K +4,357 +4%
AP
1069
Archon Partners
New Jersey
$16.5M – – –
BLAM
1070
Bourne Lent Asset Management
New York
$16.5M -$41.7K -300 -0.3%
BCA
1071
Bernzott Capital Advisors
California
$16.5M -$206K -1,480 -1%
Capstone Investment Advisors
1072
Capstone Investment Advisors
New York
$16.5M +$6.39M +45,966 +63%
FAT
1073
First American Trust
California
$16.4M +$657K +4,725 +4%
BCM
1074
Barometer Capital Management
Ontario, Canada
$16.4M +$786K +5,650 +5%
CG
1075
Caprock Group
Idaho
$16.4M -$112K -803 -0.7%
41 42
43
44 45