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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 %
TCA
1101
Taconic Capital Advisors
New York
$18.9M -$67.8M -430,000 -78%
MWM
1102
Madison Wealth Management
Ohio
$18.9M -$665K -4,217 -3%
AWM
1103
Absher Wealth Management
North Carolina
$18.8M -$1.18M -7,475 -6%
AP
1104
Archon Partners
New Jersey
$18.8M – – –
BCM
1105
Bowie Capital Management
Texas
$18.8M +$6.18M +39,190 +49%
PI
1106
Pennant Investors
New Jersey
$18.8M +$18.8M +119,000 New
HAG
1107
HighPoint Advisor Group
Illinois
$18.7M +$2.4M +13,742 +15%
NFC
1108
Northeast Financial Consultants
Connecticut
$18.7M +$5.5M +34,873 +42%
BLAM
1109
Bourne Lent Asset Management
New York
$18.7M – – –
MMG
1110
Monetary Management Group
Missouri
$18.6M +$1.06M +6,750 +6%
SCP
1111
Steamboat Capital Partners
New York
$18.6M +$4.04M +25,591 +28%
WAM
1112
Wallington Asset Management
Indiana
$18.5M -$3.34M -21,172 -15%
LIM
1113
Lathrop Investment Management
Arkansas
$18.4M -$5.27M -33,439 -22%
RFA
1114
Reilly Financial Advisors
California
$18.4M +$628K +3,982 +4%
CCT
1115
Chemung Canal Trust
New York
$18.4M -$1.45M -9,182 -7%
CI
1116
Conning Inc
Connecticut
$18.4M -$486K -3,081 -3%
I
1117
IberiaBank
Louisiana
$18.3M -$1.61M -10,201 -8%
NAM
1118
North American Management
Massachusetts
$18.2M -$2.88M -18,254 -14%
WIA
1119
Wealthstreet Investment Advisors
Texas
$18.2M +$297K +1,886 +2%
PFS
1120
Prospera Financial Services
Texas
$18.2M -$3.52M -22,300 -16%
WAM
1121
Weatherly Asset Management
California
$18.2M +$202K +1,282 +1%
FG
1122
Fiduciary Group
Georgia
$18.2M +$233K +1,476 +1%
JA
1123
JLB & Associates
Michigan
$18.1M -$1.37M -8,691 -7%
TPM
1124
Totem Point Management
New York
$18M +$7.26M +46,050 +68%
DBT
1125
Dubuque Bank & Trust
Iowa
$17.9M -$1.28M -8,096 -7%
43 44
45
46 47