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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 %
DHFB
1151
Dixon Hubard Feinour & Brown
Virginia
$14.3M -$124K -893 -0.9%
CIS
1152
Capital International Sarl
California
$14.3M -$4.89M -35,150 -25%
RC
1153
Roundview Capital
New Jersey
$14.3M +$169K +1,213 +1%
NSIM
1154
North Star Investment Management
Illinois
$14.3M -$3.63M -26,129 -20%
TI
1155
TT International
United Kingdom
$14.2M -$2.74M -19,690 -16%
PAM
1156
Peak Asset Management
Colorado
$14.2M -$588K -4,232 -4%
GP
1157
Girard Partners
Pennsylvania
$14.2M -$2.94M -21,176 -17%
AT
1158
Arden Trust
Delaware
$14.1M -$876K -6,298 -6%
BAS
1159
Brown Advisory Securities
Maryland
$14.1M -$1.47M -10,579 -9%
FTI
1160
Fiduciary Trust International
Massachusetts
$14.1M +$3.79M +27,245 +37%
SGK
1161
Steigerwald Gordon & Koch
Virginia
$14.1M -$683K -4,911 -5%
LSA
1162
L & S Advisors
California
$14M -$279K -2,008 -2%
M
1163
MOTCO
Texas
$14M -$318K -2,290 -2%
AAS
1164
Avantax Advisory Services
Texas
$14M +$1.2M +8,601 +9%
RWP
1165
RWA Wealth Partners
Massachusetts
$13.9M +$271K +1,947 +2%
JFGIW
1166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.9M +$119K +853 +0.9%
FCM
1167
Firsthand Capital Management
California
$13.9M – – –
1WA
1168
180 Wealth Advisors
Washington
$13.9M +$218K +1,563 +2%
DWM
1169
Dakota Wealth Management
Florida
$13.9M +$1.6M +11,498 +13%
TW
1170
Transform Wealth
Colorado
$13.8M -$969K -6,969 -7%
OA
1171
Oxbow Advisors
Texas
$13.8M -$1.06M -7,608 -7%
IIM
1172
Ipswich Investment Management
Massachusetts
$13.8M -$206K -1,485 -1%
MCM
1173
McRae Capital Management
New Jersey
$13.8M -$1.83M -13,156 -12%
SAM
1174
Sompo Asset Management
Japan
$13.7M +$1.06M +7,640 +8%
FA
1175
Fagan Associates
New York
$13.7M +$110K +791 +0.8%
45 46
47
48 49