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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 %
SCI
2301
Stableford Capital II
Arizona
$2.32M +$439K +3,158 +23%
PG
2302
Proffitt & Goodson
Tennessee
$2.31M +$75.2K +541 +3%
ED
2303
Exane Derivatives
France
$2.3M +$340K +2,445 +17%
BCA
2304
Berman Capital Advisors
Georgia
$2.29M +$31.5K +227 +1%
SMH
2305
Sanders Morris Harris
Texas
$2.28M +$135K +1,000 +6%
PI
2306
Pettee Investors
Connecticut
$2.28M +$97.3K +700 +4%
DW
2307
Domani Wealth
Pennsylvania
$2.28M +$14K +101 +0.6%
WAAG
2308
Wealth Alliance Advisory Group
Kansas
$2.28M +$65.5K +469 +3%
AI
2309
Accredited Investors
Minnesota
$2.28M +$105K +753 +5%
PCM
2310
Perkins Capital Management
Minnesota
$2.28M -$174K -1,250 -7%
VLC
2311
Van Leeuwen & Company
New Jersey
$2.28M -$265K -1,906 -10%
KA
2312
Klingman & Associates
New York
$2.27M +$38.1K +274 +2%
LWM
2313
Liberty Wealth Management
California
$2.27M -$296K -2,127 -12%
EWM
2314
Evermay Wealth Management
Virginia
$2.26M +$34.1K +245 +2%
ECAM
2315
East Coast Asset Management
Massachusetts
$2.26M -$62.4K -449 -3%
CAM
2316
Cozad Asset Management
Illinois
$2.25M +$114K +818 +5%
RWM
2317
Ritholtz Wealth Management
New York
$2.25M +$28.4K +204 +1%
PFGIA
2318
Patriot Financial Group Insurance Agency
Massachusetts
$2.25M -$33.4K -240 -1%
BFPW
2319
BOK Financial Private Wealth
Colorado
$2.23M +$241K +1,733 +12%
EM
2320
ELCO Management
New York
$2.22M +$32K +230 +1%
TVWM
2321
Tower View Wealth Management
Wisconsin
$2.22M +$79.9K +575 +4%
MC
2322
Matisse Capital
Oregon
$2.22M +$150K +1,076 +7%
BMC
2323
Beaton Management Company
Massachusetts
$2.21M +$27.8K +200 +1%
CFA
2324
Cahill Financial Advisors
Minnesota
$2.21M +$56.2K +404 +3%
DWM
2325
Destination Wealth Management
California
$2.21M -$15.6K -112 -0.7%
91 92
93
94 95