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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 %
BAM
2326
Bellevue Asset Management
Washington
$3.29M -$378K -21,755 -10%
KOMWMG
2327
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.29M -$57.7K -366 -2%
KMWM
2328
Keudell/Morrison Wealth Management
Oregon
$3.27M +$131K +833 +4%
BCM
2329
Breiter Capital Management
Florida
$3.26M -$37.9K -240 -1%
EA
2330
Emerald Advisers
Pennsylvania
$3.25M +$354K +2,247 +12%
OCM
2331
Olstein Capital Management
New York
$3.25M -$1.96M -12,400 -38%
GA
2332
Gateway Advisory
New Jersey
$3.25M +$2.96M +18,774 +1,038%
PAM
2333
Peninsula Asset Management
Florida
$3.24M +$255K +1,619 +9%
PFT
2334
Providence First Trust
Arizona
$3.24M +$78.9K +500 +2%
LAM
2335
L2 Asset Management
Massachusetts
$3.24M -$5.21K -33 -0.2%
CWAG
2336
Compton Wealth Advisory Group
Virginia
$3.22M -$154K -974 -5%
BCM
2337
Boltwood Capital Management
California
$3.22M -$27.6K -175 -0.9%
DIM
2338
Delta Investment Management
California
$3.22M -$24.3K -154 -0.7%
CF
2339
Centaurus Financial
California
$3.21M -$642K -4,070 -17%
GTAM
2340
Global Trust Asset Management
Florida
$3.21M +$487K +3,040 +18%
RPWA
2341
Regent Peak Wealth Advisors
Georgia
$3.2M +$174K +1,104 +6%
BOS
2342
Bank of Stockton
California
$3.2M +$71.6K +454 +2%
PIA
2343
Perennial Investment Advisors
California
$3.2M +$454K +2,876 +17%
PCM
2344
Penserra Capital Management
California
$3.19M -$12.5M -68,074 -80%
MCM
2345
Monument Capital Management
Virginia
$3.19M +$35.6K +226 +1%
KA
2346
Kerrisdale Advisers
Florida
$3.18M +$3.18M +20,150 New
MFS
2347
Madrona Financial Services
Washington
$3.18M +$134K +849 +4%
GWMIA
2348
Global Wealth Management Investment Advisory
Florida
$3.17M +$97.3K +617 +3%
BEC
2349
Blue Edge Capital
Virginia
$3.17M +$800K +5,073 +34%
BBWA
2350
Bell & Brown Wealth Advisors
California
$3.17M -$63.1K -341 -2%
92 93
94
95 96