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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 %
DMC
1926
Drexel Morgan & Co
Pennsylvania
$5.6M +$1.63M +10,346 +41%
EF
1927
Empirical Finance
Pennsylvania
$5.6M +$2.47M +15,631 +79%
MS
1928
Marshall & Sullivan
Washington
$5.58M +$2.94M +18,624 +111%
AIM
1929
Acropolis Investment Management
Missouri
$5.58M +$564K +3,576 +11%
AIM
1930
AIA Investment Management
Singapore
$5.58M +$156K +989 +3%
NCM
1931
Northside Capital Management
Oregon
$5.57M +$21.1K +134 +0.4%
AFM
1932
Andesa Financial Management
Pennsylvania
$5.57M -$245K -1,554 -4%
BCCM
1933
Bridge Creek Capital Management
Massachusetts
$5.56M -$127K -807 -2%
UTC
1934
Unified Trust Company
Kentucky
$5.55M +$7.25K +46 +0.1%
TCM
1935
Tandem Capital Management
New Jersey
$5.53M +$31.9K +202 +0.6%
FSC
1936
Full Sail Capital
Oklahoma
$5.53M +$1.55M +8,386 +39%
SAM
1937
Selway Asset Management
$5.52M -$78.9K -500 -1%
BGDI
1938
BW Gestao de Investimentos
Brazil
$5.52M – – –
PAM
1939
Pinpoint Asset Management
Hong Kong
$5.52M +$5.52M +35,000 New
BMA
1940
Brooks Moore & Associates
Tennessee
$5.52M -$323K -2,050 -6%
DSA
1941
Droms Strauss Advisors
Missouri
$5.5M +$4.8M +30,450 +687%
SBL
1942
Sargent Bickham Lagudis
Colorado
$5.5M +$1.11M +7,060 +25%
CIP
1943
Convergence Investment Partners
Florida
$5.5M -$1.52M -9,656 -22%
LM
1944
Lincluden Management
Ontario, Canada
$5.49M -$798K -5,063 -13%
AWS
1945
AJ Wealth Strategies
New York
$5.49M +$3.28M +20,800 +149%
HW
1946
Hamilton Wealth
California
$5.48M +$5.22M +33,082 +1,956%
AIIMS
1947
Analyst IMS Investment Management Services
Israel
$5.48M -$574K -3,638 -9%
LA
1948
LVW Advisors
New York
$5.48M -$53.6K -340 -1%
EIA
1949
Eastover Investment Advisors
North Carolina
$5.48M +$5.48M +34,718 New
MWM
1950
Modera Wealth Management
New Jersey
$5.46M +$215K +1,363 +4%
76 77
78
79 80