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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 %
NGA
1376
Naples Global Advisors
Florida
$9.78M -$99.4K -715 -1%
HIC
1377
Harbor Island Capital
Massachusetts
$9.76M -$35.3K -254 -0.4%
SWM
1378
Stockman Wealth Management
Montana
$9.73M +$846K +6,082 +10%
TAM
1379
Telemark Asset Management
Massachusetts
$9.73M -$4.17M -30,000 -30%
GFA
1380
Gifford Fong Associates
California
$9.73M – – –
NM
1381
NWI Management
New York
$9.73M +$9.73M +70,000 New
SIC
1382
Sigma Investment Counselors
Michigan
$9.73M +$323K +2,320 +3%
JGUA
1383
John G. Ullman & Associates
New York
$9.71M -$45.9K -330 -0.5%
BFC
1384
Blue Fin Capital
Rhode Island
$9.69M -$108K -778 -1%
BS
1385
Boenning & Scattergood
Pennsylvania
$9.65M -$524K -3,770 -5%
ZIG
1386
Zuckerman Investment Group
Illinois
$9.62M -$1.46M -10,495 -13%
CEI
1387
Clark Estates Inc
New York
$9.59M -$7.2M -51,755 -43%
BRM
1388
Boston Research & Management
Massachusetts
$9.58M -$28.5K -205 -0.3%
AWM
1389
Altavista Wealth Management
North Carolina
$9.56M -$486K -3,496 -5%
SBCM
1390
Schwerin Boyle Capital Management
Massachusetts
$9.52M – – –
ACM
1391
Allred Capital Management
Texas
$9.48M -$270K -1,972 -3%
MCM
1392
Monarch Capital Management
Indiana
$9.48M -$158K -1,135 -2%
WCA
1393
Windsor Creek Advisors
Vermont
$9.44M -$98.9K -711 -1%
WTFG
1394
Wells Trecaso Financial Group
Ohio
$9.41M -$76.9K -553 -0.8%
CWM
1395
Cordatus Wealth Management
Pennsylvania
$9.4M +$3.68M +26,472 +64%
GKWIM
1396
Gerber Kawasaki Wealth & Investment Management
California
$9.39M +$390K +2,805 +4%
TFS
1397
Thoroughbred Financial Services
Tennessee
$9.33M +$272K +1,954 +3%
CIM
1398
CenturyLink Investment Management
Colorado
$9.27M -$1.57M -11,303 -14%
NIT
1399
NumerixS Investment Technologies
British Columbia, Canada
$9.24M +$6.53M +46,939 +240%
SDJVC
1400
St. Denis J. Villere & Co
Louisiana
$9.23M -$155K -1,113 -2%
54 55
56
57 58