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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 %
MFS
2226
Madrona Financial Services
Washington
$2.64M +$107K +767 +4%
MF
2227
Madrona Funds
Washington
$2.64M +$2.64M +18,974 New
MIM
2228
Moseley Investment Management
Florida
$2.64M -$754K -5,423 -22%
EA
2229
Emerald Advisers
Pennsylvania
$2.62M +$139 +1 +0%
PAM
2230
Peninsula Asset Management
Florida
$2.62M +$63.7K +458 +2%
CCM
2231
Chickasaw Capital Management
Tennessee
$2.61M -$17.4K -125 -0.7%
GFS
2232
GYL Financial Synergies
Connecticut
$2.6M +$347K +2,494 +15%
HCM
2233
HMS Capital Management
Tennessee
$2.58M -$24.7K -178 -0.9%
TAM
2234
Tealwood Asset Management
Minnesota
$2.57M -$35K -252 -1%
ADBIC
2235
A.D. Beadell Investment Counsel
Wisconsin
$2.57M -$124K -893 -5%
MIM
2236
Montgomery Investment Management
Maryland
$2.57M – – –
TWM
2237
Torch Wealth Management
Ohio
$2.57M +$10.6K +76 +0.4%
HIC
2238
Harvey Investment Company
Kentucky
$2.57M +$51.3K +369 +2%
HKAM
2239
Horizon Kinetics Asset Management
New York
$2.57M -$50.2K -361 -2%
BCP
2240
Blackhawk Capital Partners
Wisconsin
$2.56M +$234K +1,683 +10%
CAC
2241
Certified Advisory Corp
Florida
$2.56M +$99.1K +713 +4%
SWA
2242
Stratos Wealth Advisors
Ohio
$2.56M +$105K +753 +4%
PFBT
2243
Parkside Financial Bank & Trust
Missouri
$2.56M +$49.9K +359 +2%
TAM
2244
Todd Asset Management
Kentucky
$2.55M -$59.8K -430 -2%
SGI
2245
Summit Global Investments
Utah
$2.55M +$2.64K +19 +0.1%
EP
2246
Edgestream Partners
New Jersey
$2.54M +$862K +6,197 +51%
WMA
2247
Wealth Management Associates
New Jersey
$2.54M +$654K +4,703 +35%
VR
2248
Viridian RIA
Washington
$2.54M -$161K -1,156 -6%
SJL
2249
Shayne & Jacobs LLC
Tennessee
$2.53M +$20.9K +150 +0.8%
FCH
2250
Freestone Capital Holdings
Washington
$2.52M +$56.4K +3,921 +2%
88 89
90
91 92