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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 %
STA
2401
Summit Trail Advisors
New York
$1.91M +$522K +3,753 +37%
IA
2402
Independence Advisors
Pennsylvania
$1.9M -$23.2K -167 -1%
MSS
2403
Mitchell Sinkler & Starr
Pennsylvania
$1.9M -$377K -2,715 -17%
MCP
2404
Mirador Capital Partners
California
$1.89M -$150K -1,076 -7%
AWS
2405
AJ Wealth Strategies
New York
$1.88M -$299K -2,241 -14%
FNBOH
2406
First National Bank of Hutchinson
Kansas
$1.87M -$29.2K -210 -2%
AWA
2407
Acorn Wealth Advisors
Michigan
$1.87M +$21.1K +143 +1%
LSCM
2408
LaSalle Street Capital Management
Illinois
$1.87M – – –
TP
2409
Truvvo Partners
New York
$1.86M – – –
LFA
2410
Legacy Financial Advisors
Kentucky
$1.86M +$342K +2,463 +23%
BWM
2411
BT Wealth Management
Georgia
$1.86M – – –
AC
2412
Addison Capital
Pennsylvania
$1.85M +$10.3K +74 +0.6%
GC
2413
Gilbert & Cook
Iowa
$1.85M +$143K +1,032 +8%
BCP
2414
Berkeley Capital Partners
Georgia
$1.85M -$39.2K -282 -2%
HSWM
2415
Hubbell Strickland Wealth Management
Louisiana
$1.85M +$1.85M +13,298 New
LB
2416
Legacy Bridge
Iowa
$1.84M -$97.3K -700 -5%
BWA
2417
Burt Wealth Advisors
Maryland
$1.84M +$29.5K +212 +2%
SC
2418
Schulhoff & Co
Ohio
$1.84M – – –
AC
2419
Avestar Capital
New York
$1.84M +$853K +6,137 +87%
AF
2420
Affiance Financial
Minnesota
$1.83M – – –
IFS
2421
Ifrah Financial Services
Arkansas
$1.83M -$43.5K -313 -2%
AFS
2422
Access Financial Services
Minnesota
$1.83M -$6.95K -50 -0.4%
W
2423
Wealthquest
Ohio
$1.82M -$33.5K -241 -2%
ACA
2424
Aptus Capital Advisors
Alabama
$1.82M -$225K -1,616 -11%
OCA
2425
Otter Creek Advisors
Florida
$1.81M -$1.09M -7,810 -37%
95 96
97
98 99