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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 %
WAS
1501
WESPAC Advisors SoCal
California
$9.92M +$70K +392 +0.7%
ANRIA
1502
American National Registered Investment Advisor
Texas
$9.91M -$22.9K -145 -0.2%
PAIM
1503
Punch & Associates Investment Management
Minnesota
$9.91M -$2.08M -13,219 -17%
NC
1504
NBW Capital
Massachusetts
$9.91M -$702K -4,449 -7%
BBNA
1505
Bremer Bank National Association
Minnesota
$9.9M +$109K +694 +1%
ACA
1506
Aptus Capital Advisors
Alabama
$9.87M +$4.98M +31,594 +102%
OAM
1507
Origin Asset Management
United Kingdom
$9.86M -$16.5M -104,850 -63%
HWA
1508
Heritage Wealth Advisors
Virginia
$9.85M +$1.57M +9,926 +19%
ISB
1509
Iowa State Bank
Iowa
$9.85M -$1.61M -10,236 -14%
PBC
1510
Pavion Blue Capital
California
$9.84M +$1M +6,358 +11%
PCIA
1511
Prime Capital Investment Advisors
Kansas
$9.82M +$518K +3,811 +6%
CEI
1512
Clark Estates Inc
New York
$9.78M -$1.1M -7,000 -10%
UC
1513
Unio Capital
New Jersey
$9.77M -$2.79M -17,675 -22%
HCM
1514
Harvey Capital Management
Florida
$9.76M -$137K -870 -1%
WA
1515
Winfield Associates
Ohio
$9.76M -$46.4K -294 -0.5%
HW
1516
Hedeker Wealth
Illinois
$9.76M -$1M -6,348 -9%
BAM
1517
Belpointe Asset Management
Nevada
$9.75M +$2.22M +14,087 +30%
III
1518
Independent Investors Inc
New York
$9.75M -$15.8K -100 -0.2%
RA
1519
RiverPark Advisors
New York
$9.73M +$1.44M +9,113 +17%
BAM
1520
Boyar Asset Management
New York
$9.72M -$72.4K -459 -0.7%
HIC
1521
Holderness Investments Company
North Carolina
$9.69M -$301K -1,909 -3%
SWM
1522
Segment Wealth Management
Texas
$9.69M -$348K -2,208 -3%
AMM
1523
American Money Management
California
$9.67M -$509K -3,225 -5%
PCA
1524
Prospect Capital Advisors
California
$9.65M +$9.65M +61,200 New
MCG
1525
McCollum Christoferson Group
New York
$9.65M -$458K -2,906 -5%
59 60
61
62 63