MSFT icon

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 %
IA
1526
Icon Advisers
Colorado
$7.56M -$500K -3,600 -6%
KFA
1527
Kelleher Financial Advisors
New York
$7.56M -$165K -1,186 -2%
AWM
1528
Altium Wealth Management
New York
$7.55M +$453K +3,258 +6%
JAM
1529
JCIC Asset Management
Ontario, Canada
$7.55M -$268K -1,930 -3%
BWAM
1530
Boyd Watterson Asset Management
Ohio
$7.54M -$33.1K -238 -0.4%
CCT
1531
Capital City Trust
Florida
$7.51M -$167K -1,200 -2%
BCM
1532
Blume Capital Management
California
$7.5M -$173K -1,245 -2%
LBD
1533
Landsberg Bennett & Dubbaneh
Florida
$7.5M -$56.9K -413 -0.8%
PT
1534
Plimoth Trust
Massachusetts
$7.48M +$596K +4,288 +9%
WFG
1535
Wills Financial Group
Virginia
$7.48M -$11.1K -80 -0.1%
SFM
1536
Sphera Funds Management
Israel
$7.47M – – –
KA
1537
Kovack Advisors
Florida
$7.46M +$1.21M +8,713 +19%
AC
1538
Arjuna Capital
North Carolina
$7.46M -$1.64M -11,832 -18%
MIC
1539
MU Investments Company
Japan
$7.44M – – –
CBU
1540
CIBC Bank USA
Illinois
$7.41M +$40.2K +289 +0.5%
BIA
1541
Biondo Investment Advisors
Pennsylvania
$7.41M -$24.4K -175 -0.3%
CCM
1542
Consolidated Capital Management
California
$7.4M -$536K -3,858 -7%
PWM
1543
Perigon Wealth Management
California
$7.4M +$1.01M +7,168 +16%
PM
1544
Precept Management
Texas
$7.37M – – –
WCM
1545
Wisconsin Capital Management
Wisconsin
$7.35M +$362K +2,605 +5%
HFM
1546
Hartford Financial Management
Connecticut
$7.35M +$32.1K +231 +0.4%
RA
1547
RiverPark Advisors
New York
$7.35M – – –
FPTW
1548
Franklin, Parlapiano, Turner & Welch
Texas
$7.33M -$598K -4,298 -8%
MC
1549
Martin & Co
Tennessee
$7.32M -$657K -4,724 -8%
PA
1550
Perennial Advisors
New York
$7.3M +$25.9K +186 +0.4%
60 61
62
63 64