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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 %
LCM
2051
Liberty Capital Management
Michigan
$4.87M +$315 +2 +0%
SFSIG
2052
San Francisco Sentry Investment Group
California
$4.86M -$166K -1,055 -3%
SCM
2053
SOL Capital Management
Maryland
$4.86M -$67.8K -430 -1%
WA
2054
Wealth Advisors
California
$4.86M +$1.29M +7,288 +36%
RCM
2055
Riverpark Capital Management
New York
$4.85M -$1.65M -10,466 -25%
SXL
2056
Summit X LLC
Missouri
$4.84M +$2.33M +14,770 +93%
BHBT
2057
Burke & Herbert Bank & Trust
Virginia
$4.83M -$27.4K -174 -0.6%
RIA
2058
Realta Investment Advisors
Delaware
$4.82M -$306K -1,942 -6%
SFA
2059
Stewardship Financial Advisors
Georgia
$4.82M -$31.4K -199 -0.6%
CG
2060
Cynosure Group
Utah
$4.82M +$2.81M +17,806 +140%
MIC
2061
Meridian Investment Counsel
California
$4.81M +$523K +3,315 +12%
AMC
2062
Asset Management Corp
Illinois
$4.81M +$819K +5,194 +21%
IFAM
2063
Institutional & Family Asset Management
Colorado
$4.81M -$166K -1,053 -3%
LWMM
2064
Legacy Wealth Management (Mississippi)
Mississippi
$4.8M +$548K +3,477 +13%
HFS
2065
HBC Financial Services
Washington
$4.79M -$100K -660 -2%
WCM
2066
Windward Capital Management
California
$4.79M -$640K -4,060 -12%
HWMG
2067
Hurlow Wealth Management Group
Indiana
$4.79M +$2.92K +17 +0.1%
EW
2068
Evoke Wealth
California
$4.79M -$988K -6,267 -17%
WA1
2069
Wimmer Associates 1
California
$4.79M +$703K +4,457 +17%
HCM
2070
Hollencrest Capital Management
California
$4.77M -$6.76M -42,872 -59%
PL
2071
Plancorp LLC
Missouri
$4.77M +$465K +2,951 +11%
PCS
2072
Personal CFO Solutions
New Jersey
$4.76M +$619K +3,922 +15%
IP
2073
Intellectus Partners
California
$4.76M -$401K -2,541 -8%
IP
2074
Investment Partners
Ohio
$4.75M -$13.1K -83 -0.3%
RFWA
2075
RPg Family Wealth Advisory
Massachusetts
$4.75M -$1.5M -9,517 -24%
81 82
83
84 85