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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 %
CA
2151
Calton & Associates
Florida
$4.29M -$160K -1,012 -4%
MCP
2152
Martin Capital Partners
Oregon
$4.28M -$65.3K -414 -2%
MFW
2153
Meristem Family Wealth
Minnesota
$4.28M +$604K +3,830 +16%
OAM
2154
Ostrum Asset Management
France
$4.28M -$536K -3,400 -11%
HIM
2155
Herald Investment Management
United Kingdom
$4.28M -$547K -3,468 -11%
BCM
2156
Brooktree Capital Management
Michigan
$4.27M -$115K -728 -3%
JSL
2157
JT Stratford LLC
Georgia
$4.27M +$668K +4,233 +19%
AIM
2158
AMI Investment Management
Indiana
$4.26M -$205K -1,300 -5%
OLA
2159
Oliver Luxxe Assets
New Jersey
$4.25M +$2.91M +17,621 +217%
HFA
2160
HC Financial Advisors
California
$4.25M -$116K -734 -3%
BBP
2161
Banco BTG Pactual
Brazil
$4.25M +$2.54M +16,102 +148%
ARMC
2162
American Research & Management Company
Massachusetts
$4.25M -$391K -2,482 -8%
JDR
2163
Jay D. Rosenbaum
$4.25M +$18.9K +120 +0.4%
CAG
2164
Csenge Advisory Group
Florida
$4.25M +$556K +3,526 +15%
RFM
2165
Royal Fund Management
Florida
$4.24M -$4.94M -31,330 -54%
FTB
2166
First Trust Bank
Bahamas
$4.23M +$4.23M +26,788 New
NIT
2167
NumerixS Investment Technologies
British Columbia, Canada
$4.2M +$4.2M +26,629 New
V
2168
VeraBank
Texas
$4.19M +$307K +1,947 +8%
IRAG
2169
Investment Research & Advisory Group
Georgia
$4.19M -$46.7K -296 -1%
VLC
2170
Van Leeuwen & Company
New Jersey
$4.19M +$1.87M +11,841 +81%
BCM
2171
Brookmont Capital Management
Texas
$4.17M -$348K -2,209 -8%
CC
2172
Colrain Capital
Massachusetts
$4.15M -$1.64M -10,391 -28%
FBP
2173
Flippin Bruce & Porter
Virginia
$4.15M -$958K -6,073 -19%
GIM
2174
Guardian Investment Management
California
$4.15M -$110K -700 -3%
CCG
2175
Chatham Capital Group
Georgia
$4.15M +$3.32M +21,060 +403%
85 86
87
88 89