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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 %
ACP
2201
Aviance Capital Partners
Florida
$2.75M -$197K -1,420 -7%
FA
2202
Financial Advisors
Massachusetts
$2.75M -$97.2K -699 -3%
CA
2203
Crewe Advisors
Utah
$2.74M +$14.6K +105 +0.5%
FPB
2204
First PREMIER Bank
South Dakota
$2.74M +$132K +950 +5%
MC
2205
Miles Capital
Iowa
$2.73M -$82.9K -596 -3%
BWP
2206
Bernardo Wealth Planning
Pennsylvania
$2.73M -$9.87K -71 -0.4%
PAS
2207
Partnervest Advisory Services
California
$2.73M +$489K +3,520 +22%
BCM
2208
Breiter Capital Management
Florida
$2.72M +$576K +4,140 +27%
WCM
2209
Wunderlich Capital Managemnt
Tennessee
$2.72M -$28.4K -204 -1%
BWM
2210
Baystate Wealth Management
Massachusetts
$2.72M +$96.2K +692 +4%
WI
2211
Wedgewood Investors
Pennsylvania
$2.71M -$3.48K -25 -0.1%
CWG
2212
Cornerstone Wealth Group
North Carolina
$2.71M -$214K -1,539 -7%
IIC
2213
Integrated Investment Consultants
Michigan
$2.71M -$8.48K -61 -0.3%
PFO
2214
Pathstone Family Office
New Jersey
$2.7M -$2.11M -15,203 -44%
FC
2215
Forte Capital
New York
$2.69M +$464K +3,336 +21%
CWM
2216
Circle Wealth Management
New Jersey
$2.68M -$35.3K -254 -1%
CPC
2217
Congress Park Capital
New York
$2.68M -$48.7K -350 -2%
PIM
2218
Profit Investment Management
Maryland
$2.68M – – –
BIA
2219
Bigelow Investment Advisors
Maine
$2.67M -$47.8K -344 -2%
SNBOSD
2220
Security National Bank of So Dak
Iowa
$2.66M -$15.3K -110 -0.6%
SM
2221
Sciencast Management
New Jersey
$2.66M +$2.66M +18,879 New
CPIA
2222
Cornell Pochily Investment Advisors
New York
$2.65M -$363K -2,609 -12%
SCA
2223
Strategic Capital Advisers
Colorado
$2.65M -$145K -1,046 -5%
CHP
2224
Cable Hill Partners
Oregon
$2.64M -$99.4K -715 -4%
BBWA
2225
Bell & Brown Wealth Advisors
California
$2.64M -$11.5K -84 -0.4%
87 88
89
90 91