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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 %
SG
2226
Somerset Group
Minnesota
$3.83M -$481K -3,051 -11%
PFBT
2227
Parkside Financial Bank & Trust
Missouri
$3.83M +$580K +3,675 +18%
APW
2228
Aurora Private Wealth
New Jersey
$3.83M +$1.99M +12,607 +108%
DC
2229
DeDora Capital
California
$3.83M -$179K -1,133 -4%
IAS
2230
IMA Advisory Services
Colorado
$3.82M -$581K -3,684 -13%
EAM
2231
Evanson Asset Management
California
$3.82M +$410K +2,597 +12%
TGAM
2232
TBH Global Asset Management
Tennessee
$3.81M -$361K -2,215 -9%
ACM
2233
Alpha Capital Management
Texas
$3.81M +$134K +847 +4%
LWM
2234
Laidlaw Wealth Management
New York
$3.81M -$682K -4,322 -15%
IDBONY
2235
Israel Discount Bank of New York
New York
$3.81M +$273K +1,734 +8%
PFO
2236
Pathstone Family Office
New Jersey
$3.8M +$534K +3,388 +16%
GEM
2237
Global Endowment Management
North Carolina
$3.8M +$3.8M +24,090 New
TPA
2238
Trivium Point Advisory
Connecticut
$3.8M -$67K -406 -2%
PA
2239
Procyon Advisors
Connecticut
$3.8M +$382K +2,424 +11%
KS
2240
Karpas Strategies
Connecticut
$3.78M +$3K +19 +0.1%
GIA
2241
Gladstone Institutional Advisory
Florida
$3.78M +$1.58M +9,988 +72%
BCA
2242
Bay Colony Advisors
Massachusetts
$3.78M +$636K +4,034 +20%
MS
2243
Mizuho Securities
Japan
$3.77M -$15.8M -100,043 -81%
CCA
2244
Catalyst Capital Advisors
New York
$3.77M -$2.27M -14,395 -38%
NPP
2245
New Potomac Partners
Maryland
$3.77M -$74.9K -475 -2%
DBRC
2246
D.B. Root & Company
Pennsylvania
$3.75M +$263K +1,665 +8%
FCFC
2247
First Commonwealth Financial Corp
Pennsylvania
$3.74M +$294K +1,867 +9%
JHCP
2248
Jackson Hole Capital Partners
Oklahoma
$3.73M +$396K +2,513 +12%
AG
2249
Algert Global
California
$3.73M – – –
FA
2250
FCG Advisors
New Jersey
$3.72M -$28.9K -183 -0.8%
88 89
90
91 92