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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 %
CRB
1626
Chad R. Baker
$8.3M +$8.3M +52,625 New
MCM
1627
Maytus Capital Management
New York
$8.28M +$8.28M +52,500 New
JFGIW
1628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.27M -$103K -653 -1%
MWA
1629
Meridian Wealth Advisors
Texas
$8.25M +$205K +1,298 +3%
PP
1630
Pegasus Partners
Wisconsin
$8.24M +$112K +707 +1%
PHK
1631
Point72 Hong Kong
Hong Kong
$8.24M +$8.24M +52,228 New
IG
1632
Inherent Group
New York
$8.23M +$8.23M +52,200 New
EFS
1633
Essex Financial Services
Connecticut
$8.22M -$510K -3,233 -6%
HFM
1634
Hartford Financial Management
Connecticut
$8.21M -$174K -1,106 -2%
BWAM
1635
Boyd Watterson Asset Management
Ohio
$8.19M -$74.6K -473 -0.9%
GFPC
1636
Global Financial Private Capital
Florida
$8.19M -$636K -4,030 -7%
SNB
1637
Security National Bank
Nebraska
$8.19M +$28.7K +182 +0.4%
JG
1638
Jefferies Group
New York
$8.13M +$4.83M +30,593 +146%
TCOK
1639
Trust Company of Kansas
Kansas
$8.1M +$77.3K +490 +1%
AWA
1640
Arete Wealth Advisors
Illinois
$8.09M +$192K +1,220 +2%
MAA
1641
Mraz Amerine & Associates
California
$8.07M -$474K -3,007 -6%
NCGI
1642
Next Century Growth Investors
Minnesota
$8.03M +$1.69M +10,740 +27%
WWM
1643
Western Wealth Management
Colorado
$8.03M +$39.5K +254 +0.5%
WAS
1644
Winch Advisory Services
Wisconsin
$8.02M -$3.63M -23,014 -31%
JM
1645
Jeneq Management
New York
$8.01M -$2.76M -17,500 -26%
GL
1646
Graypoint LLC
New York
$8.01M +$8.01M +50,775 New
FAM
1647
Formidable Asset Management
Ohio
$7.99M -$598K -3,793 -7%
KJHP
1648
K.J. Harrison & Partners
Ontario, Canada
$7.98M +$1.07M +6,780 +15%
WP
1649
WealthSource Partners
California
$7.96M -$430K -2,724 -5%
WIA
1650
Westbourne Investment Advisors
Maryland
$7.94M -$338K -2,142 -4%
64 65
66
67 68