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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 %
MIC
2026
MU Investments Company
Japan
$4.99M +$199K +1,240 +4%
LPIC
2027
LeJeune Puetz Investment Counsel
Michigan
$4.99M -$328K -2,080 -6%
NP
2028
NorthRock Partners
Minnesota
$4.98M -$1.96M -12,424 -28%
UCMOK
2029
United Capital Management of KS
Kansas
$4.97M +$548K +3,473 +12%
CNBTD
2030
Citizens National Bank Trust Department
Mississippi
$4.97M +$4.97M +31,479 New
VCM
2031
Versant Capital Management
Arizona
$4.96M +$88.8K +563 +2%
AWM
2032
Affinity Wealth Management
Delaware
$4.95M +$127K +730 +3%
PWP
2033
Principle Wealth Partners
Connecticut
$4.95M -$208K -1,316 -4%
PWSG
2034
Pacific Wealth Strategies Group
California
$4.95M -$11.2K -71 -0.2%
MC
2035
Mathes Company
New York
$4.95M -$668K -4,235 -12%
HCM
2036
Hillman Capital Management
Maryland
$4.94M -$702K -4,453 -12%
GC
2037
Gruss & Co
Florida
$4.94M -$158K -1,000 -3%
RAM
2038
Roanoke Asset Management
New Jersey
$4.94M -$25.2K -160 -0.5%
FCIM
2039
Fairview Capital Investment Management
California
$4.94M +$456K +2,890 +10%
HCM
2040
Highlander Capital Management
New Jersey
$4.93M -$39.4K -250 -0.8%
RBFC
2041
Roman Butler Fullerton & Co
Missouri
$4.92M -$98.7K -626 -2%
FFG
2042
Frisch Financial Group
New York
$4.91M +$1.71M +10,846 +53%
BWM
2043
BerganKDV Wealth Management
Minnesota
$4.9M +$566K +3,590 +13%
ABP
2044
Arthur B. Page
$4.9M -$315K -1,996 -6%
BKA
2045
Brick & Kyle Associates
Pennsylvania
$4.9M -$1.82M -11,638 -27%
HI
2046
Harrington Investments
California
$4.9M -$176K -1,118 -3%
JIP
2047
Jaffetilchin Investment Partners
Florida
$4.89M +$1.43M +9,036 +41%
TCM
2048
Telos Capital Management
California
$4.89M +$182K +1,151 +4%
TA
2049
TFG Advisers
Michigan
$4.88M +$210K +1,333 +5%
ZCA
2050
Zeke Capital Advisors
Pennsylvania
$4.88M -$20.3M -128,809 -81%
80 81
82
83 84