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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 %
PM
1801
Penbrook Management
New York
$6.59M -$74.9K -475 -1%
6M
1802
6 Meridian
Kansas
$6.59M -$1.15M -7,313 -15%
CL
1803
Choreo LLC
Illinois
$6.58M -$1.69M -10,693 -20%
LF
1804
Lantz Financial
Illinois
$6.57M -$861K -5,457 -12%
PAM
1805
Premier Asset Management
Illinois
$6.57M +$6M +38,070 +1,065%
OIA
1806
Optimum Investment Advisors
Illinois
$6.56M -$102K -649 -2%
Capstone Investment Advisors
1807
Capstone Investment Advisors
New York
$6.55M -$33.4M -211,495 -84%
LOPW
1808
Live Oak Private Wealth
North Carolina
$6.54M +$1.49M +9,460 +30%
NB
1809
Northwest Bancshares
Pennsylvania
$6.54M +$1.88M +11,919 +40%
CIAS
1810
Capital Investment Advisory Services
North Carolina
$6.53M +$2.42M +15,317 +59%
CCP
1811
Cunning Capital Partners
North Carolina
$6.52M +$6.52M +41,335 New
FANJ
1812
Financial Architects (New Jersey)
New Jersey
$6.51M +$756K +4,793 +13%
HA
1813
Hamel Associates
New Jersey
$6.51M +$2.27M +14,367 +53%
FRA
1814
Front Row Advisors
California
$6.5M +$79K +441 +1%
SF
1815
Symphony Financial
Texas
$6.5M +$6.5M +40,575 New
FPGK
1816
Financial Partners Group (Kansas)
Kansas
$6.5M +$5.86M +38,497 +914%
HC
1817
Hourglass Capital
Texas
$6.49M -$353K -2,240 -5%
ZB
1818
Zions Bancorporation
Utah
$6.49M -$132K -836 -2%
VIA
1819
Vident Investment Advisory
Georgia
$6.49M +$5.92M +37,513 +1,033%
GDP
1820
Great Diamond Partners
Maine
$6.46M -$481K -3,047 -7%
AIA
1821
Angeles Investment Advisors
California
$6.45M -$1.32M -7,433 -17%
NDSI
1822
Newman Dignan & Sheerar Inc
Rhode Island
$6.45M -$221K -1,283 -3%
CWP
1823
CFM Wealth Partners
Texas
$6.43M +$815K +5,169 +15%
PFSC
1824
Peoples Financial Services Corp
Pennsylvania
$6.4M +$71K +450 +1%
Kayne Anderson Rudnick Investment Management
1825
Kayne Anderson Rudnick Investment Management
California
$6.38M +$852K +5,400 +15%
71 72
73
74 75