MSFT icon

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 %
EH
1601
Employers Holdings
Nevada
$8.66M +$1.01M +6,435 +13%
SMG
1602
Spectrum Management Group
Indiana
$8.64M +$610K +3,867 +8%
DIP
1603
DT Investment Partners
Pennsylvania
$8.63M -$678K -4,299 -7%
CICI
1604
Capital Investment Counsel Inc
North Carolina
$8.61M -$46.2K -293 -0.5%
CPA
1605
Capital Planning Advisors
California
$8.6M +$96.5K +612 +1%
KFA
1606
Kelleher Financial Advisors
New York
$8.57M +$102K +649 +1%
PT
1607
Plimoth Trust
Massachusetts
$8.55M +$177K +1,123 +2%
FI
1608
Fosun International
China
$8.54M +$1.21M +7,555 +17%
BPA
1609
Beacon Pointe Advisors
California
$8.54M +$3.81M +24,177 +81%
MWM
1610
Mattern Wealth Management
Kansas
$8.53M +$241K +1,530 +3%
Wealth Enhancement Advisory Services
1611
Wealth Enhancement Advisory Services
Minnesota
$8.52M -$2.14M -12,613 -20%
DAS
1612
Dynamic Advisor Solutions
Arizona
$8.52M -$1.47M -9,295 -15%
MJP
1613
Michael J. Puzo
$8.5M -$601K -3,810 -7%
NNP
1614
Nachman Norwood & Parrott
South Carolina
$8.49M +$147K +934 +2%
HCM
1615
Hall Capital Management
Rhode Island
$8.49M -$226K -1,433 -3%
LBC
1616
Lawrence B. Cohen
$8.47M -$1.38M -8,722 -14%
BCM
1617
Beck Capital Management
Texas
$8.47M -$297K -1,885 -3%
AC
1618
Arjuna Capital
North Carolina
$8.41M -$97.2K -616 -1%
CFM
1619
Coronation Fund Managers
South Africa
$8.4M -$8.17M -51,835 -49%
Qube Research & Technologies (QRT)
1620
Qube Research & Technologies (QRT)
United Kingdom
$8.4M +$4.22M +26,771 +101%
IP
1621
Isthmus Partners
Wisconsin
$8.39M -$3.26M -20,675 -28%
PM
1622
Precept Management
Texas
$8.36M – – –
WPIC
1623
White Pine Investment Company
Michigan
$8.33M -$161K -1,023 -2%
BIA
1624
Biondo Investment Advisors
Pennsylvania
$8.32M -$102K -644 -1%
HCM
1625
Hodges Capital Management
Texas
$8.31M -$509K -3,228 -6%
63 64
65
66 67