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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 %
CAM
1401
Covenant Asset Management
New Jersey
$11.3M +$2.13M +13,505 +23%
CCA
1402
Cobblestone Capital Advisors
New York
$11.3M -$179K -1,133 -2%
BC
1403
Blackhill Capital
New Jersey
$11.3M -$63.1K -400 -0.6%
PWM
1404
Perigon Wealth Management
California
$11.3M +$2.8M +16,956 +33%
AA
1405
Auxano Advisors
Washington
$11.3M +$11.3M +71,441 New
PCMK
1406
Paragon Capital Management (Kansas)
Kansas
$11.2M -$2.55M -16,180 -18%
PAG
1407
Private Advisory Group
Washington
$11.2M +$1.17M +7,422 +12%
PGAM
1408
Princeton Global Asset Management
New Jersey
$11.2M +$437K +2,773 +4%
GCA
1409
Guardian Capital Advisors
Ontario, Canada
$11.2M -$197K -1,843 -2%
CIC
1410
Chase Investment Counsel
Virginia
$11.2M +$4.47M +28,359 +66%
SSA
1411
South Street Advisors
New York
$11.2M +$7.16M +45,369 +178%
CQS
1412
Credential Qtrade Securities
$11.2M -$716K -4,537 -6%
HI
1413
Horizon Investments
North Carolina
$11.1M -$393K -2,493 -3%
NIM
1414
Nicollet Investment Management
Minnesota
$11.1M +$55K +349 +0.5%
AMCA
1415
Arthur M. Cohen & Associates
Illinois
$11.1M -$311K -2,042 -3%
WKWM
1416
Walter & Keenan Wealth Management
Indiana
$11.1M +$913K +6,004 +9%
VW
1417
Vantage Wealth
California
$11.1M -$109K -691 -1%
FC
1418
Ferris Capital
Massachusetts
$11.1M +$910K +5,770 +9%
VCM
1419
Vision Capital Management
Oregon
$11M +$845K +5,361 +8%
GFA
1420
Gifford Fong Associates
California
$11M – – –
IP
1421
Isomer Partners
New York
$11M +$11M +70,000 New
LC
1422
Lunia Capital
Texas
$11M -$910K -5,773 -8%
Cetera Investment Advisers
1423
Cetera Investment Advisers
Illinois
$11M +$709K +4,495 +7%
MCA
1424
Mercer Capital Advisers
New Jersey
$11M -$164K -1,038 -1%
SDJVC
1425
St. Denis J. Villere & Co
Louisiana
$10.9M -$18.9K -120 -0.2%
55 56
57
58 59