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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 %
HFBOT
2076
Home Federal Bank of Tennessee
Tennessee
$3.42M -$45.2K -325 -1%
GFP
2077
Gryphon Financial Partners
Ohio
$3.41M +$272K +1,959 +9%
CP
2078
Covenant Partners
Tennessee
$3.41M -$38.5K -277 -1%
TC
2079
Truvestments Capital
Florida
$3.4M -$134K -965 -4%
AFC
2080
AFT Forsyth & Company
Florida
$3.39M -$61.6K -443 -2%
KS
2081
Karpas Strategies
Connecticut
$3.38M +$2.5K +18 +0.1%
UBG
2082
United Bank (Georgia)
Georgia
$3.37M -$6.53K -47 -0.2%
FA
2083
FCG Advisors
New Jersey
$3.36M -$68.1K -490 -2%
SAM
2084
Shamrock Asset Management
Texas
$3.35M -$71K -511 -2%
VAG
2085
VisionPoint Advisory Group
Texas
$3.34M -$108K -785 -3%
NPP
2086
New Potomac Partners
Maryland
$3.34M -$59.8K -430 -2%
CA
2087
Claro Advisors
Massachusetts
$3.33M -$38.8K -279 -1%
HHGA
2088
Halbert Hargrove Global Advisors
California
$3.33M +$1.04M +7,473 +45%
AAM
2089
Arabesque Asset Management
United Kingdom
$3.32M +$419K +3,014 +14%
EWM
2090
Endurance Wealth Management
Rhode Island
$3.31M -$382K -2,750 -10%
Rafferty Asset Management
2091
Rafferty Asset Management
New York
$3.31M +$154K +1,107 +5%
BPA
2092
Beacon Pointe Advisors
California
$3.29M -$391K -2,809 -11%
AG
2093
Algert Global
California
$3.29M – – –
MFW
2094
Meristem Family Wealth
Minnesota
$3.28M -$702K -5,047 -18%
AFP
2095
Ausdal Financial Partners
Iowa
$3.27M +$40.6K +292 +1%
SC
2096
Sovarnum Capital
New York
$3.27M +$278K +2,000 +9%
CPO
2097
Cerity Partners OCIO
New York
$3.26M +$6.95K +50 +0.2%
RWM
2098
RBA Wealth Management
California
$3.26M -$268K -1,927 -8%
HI
2099
HBK Investments
Texas
$3.24M +$2.51M +18,030 +341%
BFG
2100
Beacon Financial Group
Texas
$3.23M +$1.1K +8 +0%
82 83
84
85 86