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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 %
SFI
1976
SPC Financial Inc
Maryland
$5.28M -$965K -6,118 -15%
DFA
1977
Delta Financial Advisors
Louisiana
$5.27M -$1.29M -8,155 -20%
AWM
1978
Argent Wealth Management
Massachusetts
$5.27M -$289K -1,748 -5%
WA
1979
WealthTrust Axiom
Pennsylvania
$5.26M -$348K -2,206 -6%
EWM
1980
Endurance Wealth Management
Rhode Island
$5.25M +$974K +6,177 +23%
SFP
1981
Shepherd Financial Partners
Massachusetts
$5.24M -$2.61M -16,541 -33%
LI
1982
Lafayette Investments
Maryland
$5.24M -$1.36M -8,651 -21%
GAAM
1983
Guinness Atkinson Asset Management
California
$5.23M +$4.86M +30,790 +1,305%
PV
1984
Private Vista
Illinois
$5.23M +$932K +5,910 +22%
SCM
1985
Stanley Capital Management
Texas
$5.22M -$3.09M -19,600 -37%
ECM
1986
Elgethun Capital Management
South Dakota
$5.2M -$23.2K -147 -0.4%
BIA
1987
BMT Investment Advisors
Pennsylvania
$5.2M – – –
MCM
1988
Matarin Capital Management
New York
$5.19M +$1.39M +8,793 +36%
MA
1989
MYDA Advisors
New York
$5.19M +$5.19M +32,900 New
DAM
1990
Diamant Asset Management
Connecticut
$5.19M -$1.03M -6,500 -17%
CWM
1991
Circle Wealth Management
New Jersey
$5.19M +$1.9M +12,021 +58%
PL
1992
Parkwood LLC
Ohio
$5.18M -$5.29M -33,520 -51%
TMAM
1993
Tokio Marine Asset Management
Japan
$5.17M +$1.25M +7,920 +32%
CHA
1994
Carmichael Hill & Associates
Maryland
$5.17M -$3.79K -24 -0.1%
CSM
1995
CAMG Solamere Management
North Carolina
$5.16M +$1.29M +8,174 +33%
SOAMC
1996
Spirit of America Management Corp
New York
$5.15M -$23.7K -150 -0.5%
GCM
1997
Gibraltar Capital Management
Oklahoma
$5.15M -$209K -1,323 -4%
SIA
1998
SeaBridge Investment Advisors
New Jersey
$5.14M -$1.23M -7,791 -19%
PCG
1999
Private Capital Group
Connecticut
$5.14M +$506K +3,208 +11%
BFC
2000
Bedel Financial Consulting
Indiana
$5.14M -$32.6K -207 -0.6%
78 79
80
81 82