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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 %
FC
1426
Ferris Capital
Massachusetts
$8.85M +$20.9K +150 +0.2%
HW
1427
Hedeker Wealth
Illinois
$8.85M +$221K +1,589 +3%
HIC
1428
Holderness Investments Company
North Carolina
$8.83M +$28.6K +206 +0.3%
WA
1429
Winfield Associates
Ohio
$8.82M +$519K +3,735 +6%
PAG
1430
Private Advisory Group
Washington
$8.81M +$483K +3,476 +6%
ASA
1431
Armstrong Shaw Associates
Connecticut
$8.81M -$50.1K -360 -0.6%
BFM
1432
Boothbay Fund Management
New York
$8.79M +$2.15M +15,442 +32%
RCM
1433
Ratan Capital Management
Florida
$8.75M +$8.75M +62,900 New
JWM
1434
JGP Wealth Management
Oregon
$8.74M +$65K +483 +0.7%
MAM
1435
Morse Asset Management
Connecticut
$8.73M -$2.56M -18,405 -23%
ANRIA
1436
American National Registered Investment Advisor
Texas
$8.71M – – –
IFWM
1437
Institute for Wealth Management
Colorado
$8.7M -$986K -7,095 -10%
SFS
1438
Strategic Financial Services
New York
$8.69M -$172K -1,240 -2%
WIC
1439
Woodmont Investment Counsel
Tennessee
$8.68M -$269K -1,938 -3%
ANBT
1440
American National Bank & Trust
Texas
$8.67M +$257K +1,852 +3%
BEAM
1441
Baker Ellis Asset Management
Washington
$8.66M -$188K -1,351 -2%
AWA
1442
ARS Wealth Advisors
Florida
$8.66M -$243K -1,749 -3%
S
1443
SignatureFD
Georgia
$8.66M +$629K +4,525 +8%
UONDDL
1444
University of Notre Dame du Lac
Indiana
$8.64M -$914K -6,571 -10%
Cohen & Steers
1445
Cohen & Steers
New York
$8.64M -$3.1M -22,319 -26%
III
1446
Independent Investors Inc
New York
$8.63M -$60.3K -434 -0.7%
NFG
1447
NewFocus Financial Group
Washington
$8.63M +$101K +728 +1%
WF
1448
WoodTrust Financial
Wisconsin
$8.63M +$5.01K +36 +0.1%
RIM
1449
Regent Investment Management
Kentucky
$8.62M -$28.5K -205 -0.3%
CAL
1450
Capital Analysts LLC
Pennsylvania
$8.57M +$136K +978 +2%
56 57
58
59 60