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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 %
EGA
2451
E&G Advisors
Texas
$1.7M +$125K +900 +8%
BWM
2452
BigSur Wealth Management
Florida
$1.7M +$834K +6,000 +96%
APW
2453
Acima Private Wealth
Virginia
$1.68M +$41.7K +300 +3%
AFA
2454
Abacus FCF Advisors
Florida
$1.68M +$4.17K +30 +0.2%
ITIM
2455
Indiana Trust & Investment Management
Indiana
$1.67M -$437K -3,140 -21%
RCM
2456
RB Capital Management
Nevada
$1.67M +$264K +1,922 +19%
BSPF
2457
British Steel Pension Fund
United Kingdom
$1.66M -$1.17M -8,406 -41%
SAM
2458
Summit Asset Management
Tennessee
$1.66M -$4.31K -31 -0.3%
AA
2459
Alesco Advisors
New York
$1.66M -$27.9K -201 -2%
LWM
2460
Lyons Wealth Management
Florida
$1.66M +$125K +900 +8%
CIC
2461
Cornercap Investment Counsel
Georgia
$1.65M -$150K -1,080 -8%
JIP
2462
JBJ Investment Partners
South Carolina
$1.64M -$1.39K -10 -0.1%
BWL
2463
Bogart Wealth LLC
Virginia
$1.64M +$96.2K +692 +6%
AIA
2464
Alera Investment Advisors
Illinois
$1.64M +$1.95K +14 +0.1%
WA
2465
Waverly Advisors
Alabama
$1.63M -$19.3K -139 -1%
FBFS
2466
First Business Financial Services
Wisconsin
$1.63M +$26.3K +189 +2%
SHA
2467
Seneca House Advisors
Virginia
$1.63M +$38.6K +278 +2%
SQA
2468
Simon Quick Advisors
New Jersey
$1.63M +$523K +3,759 +47%
CPA
2469
Cowen Prime Advisors
New York
$1.63M -$209K -1,500 -11%
MFG
2470
Merit Financial Group
Georgia
$1.63M +$783K +5,627 +92%
CWM
2471
Connecticut Wealth Management
Connecticut
$1.63M -$58.5K -421 -3%
SRC
2472
Sage Rhino Capital
California
$1.62M +$15K +108 +0.9%
SWRP
2473
Summit Wealth & Retirement Planning
California
$1.62M -$27.8K -200 -2%
PSC
2474
Prentiss Smith & Co
Vermont
$1.62M – – –
MIAS
2475
Mason Investment Advisory Services
Virginia
$1.61M -$66.3K -477 -4%
97 98
99
100 101