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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 %
SIM
2001
Sterling Investment Management
Arizona
$5.14M -$65.3K -414 -1%
PCM
2002
Poehling Capital Management
Wisconsin
$5.12M -$1.43M -9,075 -22%
WPA
2003
Winning Points Advisors
Florida
$5.09M -$86.6K -550 -2%
AFP
2004
Ausdal Financial Partners
Iowa
$5.07M +$670K +3,830 +15%
F
2005
Filament
Washington
$5.07M -$190K -1,205 -4%
BCM
2006
Brown Capital Management
Maryland
$5.07M +$43.2K +274 +0.9%
IWP
2007
Icon Wealth Partners
Texas
$5.07M +$39.7K +252 +0.8%
CIA
2008
Capital Impact Advisors
Massachusetts
$5.06M -$578K -3,663 -10%
APTFM
2009
AGUR Provident & Training Funds Management
Israel
$5.06M – – –
MCM
2010
Manchester Capital Management
Vermont
$5.06M +$52.8K +335 +1%
FMT
2011
First Mercantile Trust
Tennessee
$5.05M -$2.28M -14,446 -31%
RCP
2012
Rothschild Capital Partners
New York
$5.05M – – –
IC
2013
Inscription Capital
Texas
$5.05M -$192K -1,216 -4%
MMPW
2014
Mitchell McLeod Pugh & Williams
Alabama
$5.04M +$429K +2,718 +9%
LFGH
2015
Lee Financial Group Hawaii
Hawaii
$5.04M +$564K +3,577 +13%
MDSL
2016
M.D. Sass LLC
New York
$5.04M -$3.37M -21,350 -40%
KFP
2017
Keystone Financial Planning
Ohio
$5.04M -$45.9K -291 -0.9%
CT
2018
Columbia Trust
Oregon
$5.04M -$983K -6,237 -16%
MCA
2019
Morris Capital Advisors
Pennsylvania
$5.04M -$184K -1,168 -4%
BCA
2020
Bray Capital Advisors
Florida
$5.03M +$26K +165 +0.5%
AWM
2021
Aevitas Wealth Management
Massachusetts
$5.03M -$216K -1,369 -4%
HWM
2022
Hohimer Wealth Management
Washington
$5.03M +$96K +609 +2%
RA
2023
RFG Advisory
Alabama
$5.03M +$398K +2,526 +9%
NCM
2024
Northwest Capital Management
Oregon
$5.03M +$301K +1,911 +6%
SMFS
2025
Squar Milner Financial Services
California
$5.02M +$170K +1,077 +4%
79 80
81
82 83