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Microsoft
MSFT

Overview Fund Activity

3,123 hedge funds and large institutions have $775B invested in Microsoft in 2019 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 1,290 increasing their positions, 1,505 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,123
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
68.59%
Holding in Top 10
1,595
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+2.24%
% of All Funds
35.03%
New
91
Increased
1,290
Reduced
1,505
Closed
61
Calls
$8.45B
Puts
$11.3B
Net Calls
-$2.85B
Net Calls Change
-$2.27B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$900M
2
BlackRock
BlackRock
New York
+$809M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$713M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$649M
5
Capital International Investors
Capital International Investors
California
+$577M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$1.11B
2
TCI Fund Management
TCI Fund Management
United Kingdom
-$799M
3
Dodge & Cox
Dodge & Cox
California
-$762M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$672M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMA
1801
Advanced Asset Management Advisors
Ohio
$5.19M +$159K +1,145 +3%
DJSG
1802
D.J. St. Germain
Massachusetts
$5.18M +$834 +6 +0%
CHAM
1803
Clear Harbor Asset Management
Connecticut
$5.18M +$134K +967 +3%
AFM
1804
Andesa Financial Management
Pennsylvania
$5.17M -$82.7K -595 -2%
FANJ
1805
Financial Architects (New Jersey)
New Jersey
$5.16M +$121K +872 +2%
RIA
1806
Realta Investment Advisors
Delaware
$5.16M -$92K -660 -2%
DBIA
1807
Dumont & Blake Investment Advisors
New Jersey
$5.15M -$214K -1,540 -4%
GA
1808
GFS Advisors
Texas
$5.14M +$163K +1,170 +3%
SIAG
1809
Signet Investment Advisory Group
Rhode Island
$5.13M -$93K -669 -2%
FIM
1810
Freedom Investment Management
Connecticut
$5.13M -$176K -1,264 -3%
PA
1811
PFG Advisors
Arizona
$5.13M +$89K +644 +2%
SAM
1812
Selway Asset Management
$5.12M -$149K -1,075 -3%
EW
1813
Evoke Wealth
California
$5.12M +$5.12M +36,803 New
PAM
1814
Pegasus Asset Management
New York
$5.1M -$8.34K -60 -0.2%
TLP
1815
Trinity Legacy Partners
Texas
$5.09M -$113K -811 -2%
JFA
1816
JNBA Financial Advisors
Minnesota
$5.09M -$89.1K -641 -2%
MC
1817
Mathes Company
New York
$5.08M -$66K -475 -1%
WA
1818
WealthTrust Axiom
Pennsylvania
$5.07M -$297K -2,139 -6%
CIM
1819
Cambria Investment Management
California
$5.07M -$55.5K -399 -1%
IWC
1820
Integrated Wealth Concepts
Massachusetts
$5.06M +$114K +818 +2%
BOS
1821
Bingham Osborn & Scarborough
California
$5.05M -$1.28M -9,207 -20%
BCCM
1822
Bridge Creek Capital Management
Massachusetts
$5.04M -$232K -1,671 -4%
FRA
1823
Front Row Advisors
California
$5.04M -$147K -1,055 -3%
WBC
1824
West Branch Capital
Massachusetts
$5.01M +$407K +2,926 +9%
CWM
1825
Chesapeake Wealth Management
Virginia
$5.01M +$6.54K +47 +0.1%
71 72
73
74 75