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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 %
NWM
1126
Nicola Wealth Management
British Columbia, Canada
$17.9M – – –
AP
1127
Appleton Partners
Massachusetts
$17.8M +$95.9K +608 +0.5%
KJWM
1128
Kiley Juergens Wealth Management
Washington
$17.8M +$58.5K +371 +0.3%
CANC
1129
Culbertson A N & Co
Virginia
$17.8M -$132K -834 -0.7%
MAM
1130
Mark Asset Management
New York
$17.7M -$782K -4,961 -4%
FA
1131
Fagan Associates
New York
$17.7M +$2.08M +13,212 +13%
TCM
1132
Thames Capital Management
New Jersey
$17.7M +$78.2K +496 +0.4%
FB
1133
Fulton Bank
Pennsylvania
$17.7M -$1.85M -11,738 -9%
CIC
1134
Canal Insurance Company
South Carolina
$17.7M – – –
RC
1135
Roundview Capital
New Jersey
$17.6M +$1.08M +6,860 +7%
DWT
1136
Dorsey & Whitney Trust
South Dakota
$17.6M +$779K +4,942 +5%
AI
1137
Atom Investors
Texas
$17.6M +$2.72M +17,235 +18%
TW
1138
Transform Wealth
Colorado
$17.6M +$1.93M +12,261 +12%
CIA
1139
Choate Investment Advisors
Massachusetts
$17.5M +$35.8K +227 +0.2%
HI
1140
Hoey Investments
Pennsylvania
$17.5M +$8.61M +54,588 +97%
FM
1141
Foster & Motley
Ohio
$17.4M -$2.19M -13,882 -11%
MCM
1142
Mengis Capital Management
Oregon
$17.4M +$80K +507 +0.5%
DDC
1143
DF Dent & Co
Maryland
$17.4M +$458K +2,903 +3%
BCA
1144
Bernzott Capital Advisors
California
$17.4M -$1.78M -11,288 -9%
HCM
1145
Horiko Capital Management
New York
$17.4M -$2.22M -14,067 -11%
PJSIMP
1146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$17.3M -$145K -921 -0.8%
YL
1147
YCG LLC
Texas
$17.3M +$322K +2,065 +2%
1WA
1148
180 Wealth Advisors
Washington
$17.3M -$5.28K -34 -0%
HIC
1149
Hartline Investment Corp
Illinois
$17.2M -$207K -1,313 -1%
BHWM
1150
Bar Harbor Wealth Management
New Hampshire
$17.2M -$140K -885 -0.8%
44 45
46
47 48