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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 %
RFA
1976
Reilly Financial Advisors
California
$3.95M +$294K +2,118 +8%
HFA
1977
HC Financial Advisors
California
$3.94M -$129K -927 -3%
MFG
1978
MidWestOne Financial Group
Iowa
$3.93M -$31.3K -225 -0.8%
PWMAG
1979
Pinnacle Wealth Management Advisory Group
New Jersey
$3.92M -$90.8K -653 -2%
SG
1980
Somerset Group
Minnesota
$3.92M -$5.56K -40 -0.1%
HWMG
1981
Hurlow Wealth Management Group
Indiana
$3.91M +$279 +2 +0%
BIM
1982
Barton Investment Management
Pennsylvania
$3.91M -$4.87K -35 -0.1%
FCCM
1983
First City Capital Management
Georgia
$3.9M -$269K -1,938 -6%
NJBEST
1984
New Jersey Better Educational Savings Trust
New Jersey
$3.89M – – –
PCS
1985
Personal CFO Solutions
New Jersey
$3.89M +$3.89M +27,922 New
WCM
1986
Windward Capital Management
California
$3.89M +$369K +2,656 +10%
LFGH
1987
Lee Financial Group Hawaii
Hawaii
$3.89M +$101K +728 +3%
BWM
1988
BerganKDV Wealth Management
Minnesota
$3.88M +$656K +4,716 +20%
OAM
1989
Oxford Asset Management
United Kingdom
$3.88M +$3.88M +27,898 New
HCM
1990
Hengehold Capital Management
Ohio
$3.87M +$23.4K +168 +0.6%
HCA
1991
Harbour Capital Advisors
Virginia
$3.86M +$226K +1,629 +6%
9WM
1992
9258 Wealth Management
Ohio
$3.86M +$21.8K +157 +0.6%
IA
1993
IndexIQ Advisors
New York
$3.86M -$1.32M -9,486 -25%
PHIMC
1994
Private Harbour Investment Management & Counsel
Ohio
$3.85M -$43.1K -310 -1%
CAM
1995
Costello Asset Management
Pennsylvania
$3.83M -$188K -1,350 -5%
CRCM
1996
Crystal Rock Capital Management
Illinois
$3.83M – – –
BPWA
1997
Beacon Pointe Wealth Advisors
California
$3.83M -$686K -4,929 -15%
IAS
1998
IMA Advisory Services
Colorado
$3.83M +$940K +6,760 +33%
PV
1999
Private Vista
Illinois
$3.83M +$143K +1,027 +4%
VAS
2000
Valicenti Advisory Services
New York
$3.82M -$420K -3,024 -10%
78 79
80
81 82