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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 %
KPW
1676
Kore Private Wealth
New York
$7.7M -$670K -4,248 -8%
MC
1677
Middleton & Co
Massachusetts
$7.69M -$292K -1,851 -4%
SBWIC
1678
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.67M -$273K -1,728 -3%
PCM
1679
Portolan Capital Management
Massachusetts
$7.67M +$7.67M +48,649 New
TFS
1680
TrustCore Financial Services
Tennessee
$7.67M +$841K +5,332 +12%
GWM
1681
Greenwich Wealth Management
Connecticut
$7.67M +$31.4K +199 +0.4%
AFM
1682
Abbot Financial Management
Massachusetts
$7.65M -$238K -1,512 -3%
BAM
1683
Bell Asset Management
Australia
$7.62M +$7.62M +48,295 New
IMOV
1684
Investment Management of Virginia
Virginia
$7.61M -$851K -5,399 -10%
PP
1685
Professional Planning
California
$7.6M +$267K +1,678 +4%
RWA
1686
River Wealth Advisors
Pennsylvania
$7.6M +$367K +2,325 +5%
MWVC
1687
Morgens Waterfall Vintiadis & Co
New York
$7.59M -$282K -1,785 -4%
CCM
1688
Condor Capital Management
New Jersey
$7.59M -$267K -1,695 -3%
CFS
1689
CRA Financial Services
New Jersey
$7.58M +$4.03M +25,572 +114%
SCM
1690
Sitrin Capital Management
California
$7.57M -$688K -4,361 -8%
BRCM
1691
Bright Rock Capital Management
Massachusetts
$7.57M -$789K -5,000 -9%
AAS
1692
Annex Advisory Services
Wisconsin
$7.57M +$511K +3,243 +7%
MS
1693
Maven Securities
Jersey
$7.57M +$6.56M +41,601 +652%
VPIM
1694
Vanguard Personalized Indexing Management
California
$7.56M +$7.56M +47,950 New
TWM
1695
TLW Wealth Management
Florida
$7.56M -$24K -152 -0.3%
BFIC
1696
Bedell Frazier Investment Counselling
California
$7.53M +$590K +3,743 +9%
HMS
1697
Hanseatic Management Services
New Mexico
$7.53M -$82.3K -522 -1%
BA
1698
Birinyi Associates
Connecticut
$7.53M -$408K -2,590 -5%
FHA
1699
Flagship Harbor Advisors
Massachusetts
$7.53M +$220K +1,398 +3%
ACM
1700
Alta Capital Management
Utah
$7.52M +$3.17M +20,075 +73%
66 67
68
69 70