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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 %
APP
1701
Avantax Planning Partners
Iowa
$7.52M +$182K +1,157 +2%
TCA
1702
Transcend Capital Advisors
New Jersey
$7.51M +$4.5M +28,446 +149%
OC
1703
Oakworth Capital
Alabama
$7.5M +$537K +3,407 +8%
PG
1704
Patten Group
Tennessee
$7.5M -$590K -3,739 -7%
FFA
1705
Fragasso Financial Advisors
Pennsylvania
$7.5M -$156K -989 -2%
TWA
1706
TCI Wealth Advisors
Arizona
$7.49M -$68.3K -433 -0.9%
IAIM
1707
International Assets Investment Management
Florida
$7.49M +$7.49M +107,034 New
CBTWT
1708
Community Bank & Trust (Waco, Texas)
Texas
$7.47M +$79K +501 +1%
LJAC
1709
L.J. Altfest & Co
New York
$7.45M -$50.6K -321 -0.7%
BAC
1710
Boys Arnold & Co
North Carolina
$7.43M -$325K -2,063 -4%
SSWM
1711
Sheets Smith Wealth Management
North Carolina
$7.41M -$1.19M -7,553 -14%
IPW
1712
Inlet Private Wealth
Florida
$7.4M -$71K -450 -1%
IIM
1713
Intact Investment Management
Quebec, Canada
$7.39M +$268K +1,700 +4%
BDF
1714
Balasa Dinverno & Foltz
$7.39M +$28.2K +179 +0.4%
SFM
1715
Signet Financial Management
New Jersey
$7.39M -$544K -2,978 -7%
SMFG
1716
Sumitomo Mitsui Financial Group
Japan
$7.39M +$412K +2,608 +6%
BA
1717
Baugh & Associates
Georgia
$7.38M -$325K -2,061 -4%
MC
1718
Martin & Co
Tennessee
$7.37M -$960K -6,085 -12%
SFS
1719
Strategic Financial Services
New York
$7.36M -$984K -6,241 -12%
FPTW
1720
Franklin, Parlapiano, Turner & Welch
Texas
$7.34M -$355K -2,251 -5%
EWM
1721
Executive Wealth Management
Michigan
$7.3M -$1.73M -10,972 -19%
PA
1722
PFG Advisors
Arizona
$7.29M +$687K +3,924 +10%
LC
1723
Lincoln Capital
Nebraska
$7.27M -$9.15K -58 -0.1%
KHCM
1724
Kettle Hill Capital Management
New York
$7.27M +$7.27M +46,095 New
GEA
1725
Glen Eagle Advisors
New Jersey
$7.25M -$105K -664 -1%
67 68
69
70 71