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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 %
WBC
1876
West Branch Capital
Massachusetts
$6.09M +$197K +1,249 +3%
FLI
1877
Family Legacy Inc
South Carolina
$6.08M -$46K -292 -0.8%
NWP
1878
Northstar Wealth Partners
Connecticut
$6.07M -$2.52K -16 -0%
SCM
1879
Spreng Capital Management
Ohio
$6.07M -$288K -1,826 -5%
SCM
1880
Stellar Capital Management
Arizona
$6.07M -$369K -2,341 -6%
CFMC
1881
Curbstone Financial Management Corp
New Hampshire
$6.06M -$434K -2,752 -7%
IAN
1882
Integrated Advisors Network
Texas
$6.06M -$3.3M -20,916 -35%
FMLI
1883
Fukoku Mutual Life Insurance
Japan
$6.03M -$2.29M -14,520 -28%
CCC
1884
Chelsea Counsel Company
California
$6.03M +$598K +3,793 +11%
IIA
1885
IPG Investment Advisors
California
$6.03M +$2.06M +13,089 +52%
MFG
1886
Magnus Financial Group
New York
$6.02M +$666K +4,220 +12%
CWM
1887
Concentric Wealth Management
California
$6.01M -$74.1K -470 -1%
CA
1888
Cumberland Advisors
Florida
$6.01M +$77.3K +490 +1%
SIG
1889
Sargent Investment Group
Maryland
$5.99M +$50.9K +323 +0.9%
DS
1890
Dudley & Shanley
Florida
$5.98M +$47.3K +300 +0.8%
TSWM
1891
Triangle Securities Wealth Management
North Carolina
$5.98M -$237K -1,501 -4%
AWM
1892
Aries Wealth Management
Maine
$5.98M -$73.4K -473 -1%
OPS
1893
Orion Portfolio Solutions
Nebraska
$5.95M +$263K +1,669 +5%
CG
1894
CFO4Life Group
Texas
$5.95M -$174K -1,105 -3%
HH
1895
Hilltop Holdings
Texas
$5.94M -$5.6M -35,506 -49%
CWM
1896
Chesapeake Wealth Management
Virginia
$5.94M +$386K +2,448 +7%
SS
1897
Sunbelt Securities
Texas
$5.92M -$7.49M -46,985 -56%
SCA
1898
Sage Capital Advisors
South Dakota
$5.91M +$223K +1,414 +4%
SCG
1899
Sonata Capital Group
Washington
$5.89M -$222K -1,407 -4%
DBIA
1900
Dumont & Blake Investment Advisors
New Jersey
$5.88M +$34.9K +221 +0.6%
74 75
76
77 78