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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 %
CIA
1101
CCM Investment Advisers
South Carolina
$15.5M -$404K -2,908 -3%
KWM
1102
Kingsview Wealth Management
Oregon
$15.5M +$340K +2,446 +2%
LWS
1103
Lucia Wealth Services
California
$15.5M -$130K -938 -0.8%
CIA
1104
Choate Investment Advisors
Massachusetts
$15.5M -$1.26M -9,068 -8%
VC
1105
Vicus Capital
Pennsylvania
$15.5M -$691K -4,970 -4%
PIM
1106
Penobscot Investment Management
Massachusetts
$15.4M -$62.1K -447 -0.4%
GIA
1107
Granite Investment Advisors
New Hampshire
$15.4M -$572K -4,114 -4%
MC
1108
Muhlenkamp & Co
Pennsylvania
$15.4M -$2.09M -15,015 -12%
AP
1109
Appleton Partners
Massachusetts
$15.4M +$144K +1,036 +0.9%
RIL
1110
Rothschild Investment LLC
Illinois
$15.3M -$234K -1,683 -2%
MCM
1111
Mengis Capital Management
Oregon
$15.3M -$31.8K -229 -0.2%
TA
1112
TRB Advisors
New York
$15.3M -$6.95M -50,000 -31%
WC
1113
Whitney & Co
New York
$15.3M +$213K +1,475 +1%
LNC
1114
Lincoln National Corp
Pennsylvania
$15.2M +$1.5M +10,754 +11%
MBTD
1115
Mechanics Bank - Trust Department
California
$15.2M +$1.34M +9,615 +10%
GCA
1116
Greenwood Capital Associates
South Carolina
$15.2M +$242K +1,742 +2%
WAM
1117
Weatherly Asset Management
California
$15.1M +$797K +5,732 +6%
RGI
1118
River Global Investors
United Kingdom
$15.1M -$2.43M -17,512 -14%
DDC
1119
DF Dent & Co
Maryland
$15M -$172K -1,238 -1%
NCM
1120
Nelson Capital Management
California
$15M -$188K -1,354 -1%
CBB
1121
Citizens Business Bank
California
$14.9M -$49.9K -359 -0.3%
FIB
1122
First Interstate Bank
Montana
$14.9M -$483K -3,473 -3%
YL
1123
YCG LLC
Texas
$14.9M +$25.2K +181 +0.2%
NAM
1124
NorthCoast Asset Management
Connecticut
$14.9M +$858K +6,170 +6%
TF
1125
Tompkins Financial
New York
$14.9M -$73.3K -527 -0.5%
43 44
45
46 47