MSFT icon

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 %
GLLW
2251
Graves Light Lenhart Wealth
Virginia
$2.52M +$309K +2,154 +14%
FSCM
2252
Front Street Capital Management
Montana
$2.52M +$209K +1,500 +9%
OFS
2253
Orrstown Financial Services
Pennsylvania
$2.51M +$11K +80 +0.4%
RFN
2254
RDA Financial Network
Iowa
$2.51M +$213K +1,418 +9%
CA
2255
Centerpoint Advisors
Massachusetts
$2.5M -$10.4K -75 -0.4%
DI
2256
DFPG Investments
Utah
$2.5M -$50.9K -375 -2%
HR
2257
Hayden Royal
North Carolina
$2.5M -$38K -274 -1%
BCM
2258
BlueCrest Capital Management
Jersey
$2.5M +$2.5M +17,963 New
SCP
2259
Shorepoint Capital Partners
Massachusetts
$2.5M -$269K -1,936 -10%
CBFP
2260
Cedar Brook Financial Partners
Ohio
$2.5M -$77K -554 -3%
LC
2261
Lindbrook Capital
California
$2.49M -$9.18K -66 -0.4%
SP
2262
Successful Portfolios
Florida
$2.48M +$173K +1,242 +7%
PI
2263
PHH Investments
Texas
$2.48M +$215K +1,548 +10%
EHWM
2264
Eads & Heald Wealth Management
Georgia
$2.47M -$70.9K -510 -3%
CWM
2265
Confluence Wealth Management
Oregon
$2.47M -$8.76K -63 -0.4%
ATPW
2266
Ashton Thomas Private Wealth
Arizona
$2.47M +$64.9K +467 +3%
FPCP
2267
Fort Point Capital Partners
California
$2.47M +$278K +1,998 +13%
RTC
2268
Riverview Trust Company
Washington
$2.46M – – –
HAS
2269
HBW Advisory Services
California
$2.45M +$2.45M +17,706 New
Holocene Advisors
2270
Holocene Advisors
New York
$2.44M -$27.1M -194,826 -92%
SAM
2271
Security Asset Management
New York
$2.44M +$69.1K +497 +3%
WIM
2272
Weitz Investment Management
Nebraska
$2.43M – – –
TL
2273
TrueWealth LLC
Georgia
$2.43M +$153K +1,097 +7%
IAMOG
2274
Investors Asset Management of Georgia
Georgia
$2.43M -$6.95K -50 -0.3%
SRAM
2275
Stone Ridge Asset Management
New York
$2.43M – – –
89 90
91
92 93