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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 %
LSC
2101
Lesa Sroufe & Co
Washington
$4.61M -$113K -714 -2%
MFS
2102
Mirabella Financial Services
United Kingdom
$4.61M -$2.33M -14,766 -34%
GLR
2103
Great Lakes Retirement
Ohio
$4.61M +$1.1M +6,958 +31%
SC
2104
Stralem & Co
New York
$4.6M -$1.73M -10,955 -27%
NB
2105
Nicolet Bankshares
Wisconsin
$4.59M -$32.8K -208 -0.7%
EWG
2106
Executive Wealth Group
Washington
$4.59M +$4.89K +31 +0.1%
SIA
2107
Soltis Investment Advisors
Utah
$4.58M +$2.8M +17,761 +158%
VCA
2108
Verdence Capital Advisors
Maryland
$4.58M -$54.6K -346 -1%
CC
2109
Cedar Capital
Illinois
$4.56M +$2.92M +18,510 +177%
PWMAG
2110
Pinnacle Wealth Management Advisory Group
New Jersey
$4.56M +$82K +520 +2%
Bank Julius Baer & Co
2111
Bank Julius Baer & Co
Switzerland
$4.55M +$4.55M +28,822 New
WCA
2112
Whetstone Capital Advisors
Kansas
$4.54M +$4.23M +26,800 +1,340%
VC
2113
Veracity Capital
Georgia
$4.54M +$39.1K +248 +0.9%
CFG
2114
Cooper Financial Group
California
$4.53M +$962K +6,100 +27%
WWM
2115
Windsor Wealth Management
Indiana
$4.53M -$79.5K -504 -2%
RM
2116
Resource Management
Louisiana
$4.53M -$4.42K -28 -0.1%
ECM
2117
EagleClaw Capital Management
Massachusetts
$4.52M -$138K -877 -3%
PKC
2118
Palmer Knight Company
Florida
$4.52M +$4.52M +28,674 New
ED
2119
Exane Derivatives
France
$4.52M +$612K +3,878 +16%
HCA
2120
Harbour Capital Advisors
Virginia
$4.51M +$15.3K +97 +0.3%
BOM
2121
Bank of Marin
California
$4.51M +$412K +2,614 +10%
IWS
2122
Insight Wealth Strategies
California
$4.49M -$7.06M -44,749 -61%
CAAS
2123
Capital Asset Advisory Services
Michigan
$4.49M +$319K +1,777 +8%
B
2124
Bellecapital
Switzerland
$4.48M +$2.77M +17,574 +162%
FP
2125
Financial Perspectives
Minnesota
$4.48M +$455K +2,882 +11%
83 84
85
86 87