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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 %
SNBOSD
2426
Security National Bank of So Dak
Iowa
$2.84M -$114K -725 -4%
CWM
2427
Confluence Wealth Management
Oregon
$2.84M +$823K +5,217 +41%
TFA
2428
Teamwork Financial Advisors
Texas
$2.83M +$1.22M +7,758 +76%
CP
2429
Covenant Partners
Tennessee
$2.83M -$1.04M -6,588 -27%
AWS
2430
Arkfeld Wealth Strategies
Nebraska
$2.82M -$759K -4,812 -21%
GLLW
2431
Graves Light Lenhart Wealth
Virginia
$2.81M +$60.7K +385 +2%
RCM
2432
Requisite Capital Management
Texas
$2.81M -$874K -5,539 -24%
GFS
2433
GYL Financial Synergies
Connecticut
$2.81M +$123K +780 +5%
PPP
2434
Private Portfolio Partners
New Jersey
$2.8M +$219K +1,387 +8%
GCC
2435
Game Creek Capital
Massachusetts
$2.8M -$394K -2,500 -12%
BCFS
2436
Butensky & Cohen Financial Security
Florida
$2.79M -$392K -2,487 -12%
NC
2437
NovaPoint Capital
Georgia
$2.79M +$69.4K +440 +3%
RTC
2438
Riverview Trust Company
Washington
$2.78M +$203K +1,289 +8%
FUBT
2439
First United Bank & Trust
Maryland
$2.78M +$299K +1,894 +12%
FDS
2440
Freedom Day Solutions
Texas
$2.78M +$334K +2,119 +14%
MFG
2441
Monte Financial Group
Connecticut
$2.78M -$243K -1,542 -8%
UBG
2442
United Bank (Georgia)
Georgia
$2.77M -$1.03M -6,525 -27%
BIA
2443
Bigelow Investment Advisors
Maine
$2.77M -$152K -963 -5%
ISWM
2444
Independent Solutions Wealth Management
New York
$2.77M +$155K +982 +6%
SAM
2445
Security Asset Management
New York
$2.76M – – –
VCM
2446
Vivaldi Capital Management
Illinois
$2.76M +$34.4K +218 +1%
MC
2447
Matisse Capital
Oregon
$2.76M +$4.73K +30 +0.2%
WIM
2448
Weitz Investment Management
Nebraska
$2.76M – – –
PA
2449
Paragon Advisors
Texas
$2.76M +$21.1K +134 +0.8%
SAA
2450
Southeast Asset Advisors
Georgia
$2.76M +$570K +3,613 +26%
96 97
98
99 100