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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 %
BAM
1826
Bruderman Asset Management
New York
$6.38M +$658K +4,329 +12%
FPFS
1827
First Personal Financial Services
North Carolina
$6.35M -$530K -3,362 -8%
WAP
1828
Wealthcare Advisory Partners
Pennsylvania
$6.35M +$951K +6,031 +18%
EM
1829
Excalibur Management
Massachusetts
$6.35M -$36.9K -234 -0.6%
PGA
1830
Portland Global Advisors
Maine
$6.34M -$134K -851 -2%
STB
1831
S&T Bank
Pennsylvania
$6.33M +$148K +936 +2%
MPAM
1832
Murphy Pohlad Asset Management
Minnesota
$6.33M -$924K -5,862 -13%
ADL
1833
Asset Dedication LLC
California
$6.33M -$332K -2,104 -5%
GWS
1834
Glassman Wealth Services
Virginia
$6.32M +$369K +2,339 +6%
CF
1835
CNA Financial
Illinois
$6.31M -$12.4M -78,777 -66%
MFS
1836
Monetta Financial Services
Illinois
$6.31M -$789K -5,000 -11%
BCM
1837
Brookstone Capital Management
Illinois
$6.3M +$2.14M +13,572 +51%
WPP
1838
Whalerock Point Partners
Rhode Island
$6.29M +$203K +1,287 +3%
UFF
1839
USA Financial Formulas
Michigan
$6.29M -$2.23M -14,168 -26%
LCP
1840
Legacy Capital Partners
Wisconsin
$6.29M +$109K +690 +2%
CAM
1841
Cacti Asset Management
Georgia
$6.29M -$505K -3,151 -7%
JFA
1842
Johanson Financial Advisors
California
$6.28M -$981M -6,214,657 -99%
AWE
1843
Avidian Wealth Enterprises
Texas
$6.28M +$1.09M +6,908 +21%
KC
1844
Knuff & Co
California
$6.28M +$225K +1,426 +4%
BOS
1845
Bingham Osborn & Scarborough
California
$6.28M +$534K +3,388 +9%
AIA
1846
AIMZ Investment Advisors
California
$6.28M -$172K -1,093 -3%
WP
1847
WealthPLAN Partners
Nebraska
$6.28M +$348K +1,929 +6%
PI
1848
PFS Investments
Georgia
$6.27M -$42.7K -271 -0.7%
HBWM
1849
Hollow Brook Wealth Management
New York
$6.27M -$1.42M -9,007 -18%
CA
1850
Cambridge Advisors
Nebraska
$6.27M -$26.3K -167 -0.4%
72 73
74
75 76