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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 %
RWM
1551
Rench Wealth Management
Texas
$9.37M +$726K +4,606 +8%
SWA
1552
SFMG Wealth Advisors
Texas
$9.36M +$1.66M +10,544 +22%
TA
1553
Tiedemann Advisors
New York
$9.35M +$22.1K +140 +0.2%
BEAM
1554
Baker Ellis Asset Management
Washington
$9.31M -$149K -946 -2%
CIM
1555
CenturyLink Investment Management
Colorado
$9.28M – – –
MOS
1556
MGO One Seven
Ohio
$9.27M -$135K -853 -1%
NL
1557
NKCFO LLC
Illinois
$9.25M +$1.48M +9,400 +19%
CAMG
1558
CWA Asset Management Group
Florida
$9.25M +$2.75M +17,407 +42%
SCA
1559
Spearhead Capital Advisors
Florida
$9.24M +$64.5K +409 +0.7%
SSI
1560
Scott & Selber Inc
Texas
$9.24M +$140K +886 +2%
CPIG
1561
Chicago Partners Investment Group
Illinois
$9.23M +$1.57M +8,790 +20%
AIM
1562
Aigen Investment Management
New York
$9.18M +$9.18M +58,197 New
AIM
1563
Arcadia Investment Management
Michigan
$9.17M -$63.1K -400 -0.7%
RIM
1564
Regent Investment Management
Kentucky
$9.14M -$277K -1,758 -3%
IA
1565
Icon Advisers
Colorado
$9.12M +$1.22M +7,754 +15%
ASA
1566
Armstrong Shaw Associates
Connecticut
$9.06M -$217K -1,379 -2%
MGIA
1567
Moneta Group Investment Advisors
Missouri
$9.06M +$1.31M +8,309 +17%
TI
1568
Tidal Investments
Wisconsin
$9.04M +$1.34M +8,486 +17%
SWM
1569
Stockman Wealth Management
Montana
$9.03M -$490K -3,108 -5%
SAM
1570
Sandell Asset Management
New York
$9.02M +$946K +6,000 +12%
FM
1571
Family Management
New York
$8.98M -$309K -1,962 -3%
VAM
1572
Veritas Asset Management
United Kingdom
$8.98M -$587M -3,724,919 -98%
NO
1573
Ninety One
South Africa
$8.95M +$1.28M +7,945 +17%
RHDIC
1574
R.H. Dinel Investment Counsel
California
$8.93M -$25.2K -160 -0.3%
MSFP
1575
Mark Sheptoff Financial Planning
Connecticut
$8.9M +$566K +3,592 +7%
61 62
63
64 65