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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 %
CH
2301
Canton Hathaway
Rhode Island
$3.43M -$123K -777 -3%
BWP
2302
Bernardo Wealth Planning
Pennsylvania
$3.43M +$238K +1,509 +7%
DI
2303
DFPG Investments
Utah
$3.43M +$128K +742 +4%
LF
2304
Lee Financial
Texas
$3.41M +$189K +1,200 +6%
PCM
2305
Palouse Capital Management
Washington
$3.41M -$2.38M -15,085 -41%
EML
2306
Eos Management LP
New York
$3.41M – – –
MCP
2307
Mirador Capital Partners
California
$3.41M +$731K +4,004 +27%
VAG
2308
VisionPoint Advisory Group
Texas
$3.4M -$266K -1,689 -7%
SC
2309
Slow Capital
California
$3.4M -$3.14M -19,921 -48%
SRAM
2310
Stone Ridge Asset Management
New York
$3.4M +$647K +4,100 +24%
AAP
2311
Ardsley Advisory Partners
Connecticut
$3.39M -$16.9M -107,000 -83%
HFRG
2312
Houlihan Financial Resource Group
Virginia
$3.39M -$1.53M -9,685 -31%
CGA
2313
Crescent Grove Advisors
Illinois
$3.37M -$228K -1,443 -6%
SEEDPG
2314
S.E.E.D. Planning Group
New York
$3.37M -$379K -2,402 -10%
SCI
2315
Stableford Capital II
Arizona
$3.36M +$734K +4,657 +28%
IUHSA
2316
Itau Unibanco Holding S.A.
Brazil
$3.35M -$17.9M -113,593 -84%
WI
2317
WrapManager Inc
California
$3.35M +$57.6K +365 +2%
HR
2318
Hayden Royal
North Carolina
$3.35M +$765K +4,853 +30%
SWM
2319
Sculati Wealth Management
Michigan
$3.35M +$361K +2,286 +12%
SDWMA
2320
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.34M +$641K +4,066 +24%
BW
2321
Bison Wealth
Georgia
$3.34M +$134K +848 +4%
FFC
2322
First Financial Corp
Indiana
$3.33M -$79.2K -502 -2%
KFI
2323
Key Financial Inc
Pennsylvania
$3.32M -$96.3K -601 -3%
BWM
2324
Baystate Wealth Management
Massachusetts
$3.32M +$184K +1,164 +6%
SFA
2325
Souders Financial Advisors
Ohio
$3.3M +$3.3M +20,898 New
91 92
93
94 95