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Microsoft
MSFT

Overview Fund Activity

3,085 hedge funds and large institutions have $567B invested in Microsoft in 2018 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,204 increasing their positions, 1,327 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,085
Holders Change
+243
Holders Change %
+8.55%
% of All Funds
68.85%
Holding in Top 10
1,459
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.19%
% of All Funds
32.56%
New
364
Increased
1,204
Reduced
1,327
Closed
94
Calls
$5.99B
Puts
$7.21B
Net Calls
-$1.22B
Net Calls Change
-$272M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.56B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.29B
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$874M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$721M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$633M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$880M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$813M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$668M
4
Franklin Resources
Franklin Resources
California
-$640M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$571M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
2726
PDS Planning
Ohio
$595K +$4.47K +44 +0.8%
MC
2727
MIG Capital
California
$594K -$50.2K -494 -8%
VCP
2728
Vista Capital Partners
Oregon
$593K -$48.2K -475 -8%
ED
2729
Exane Derivatives
France
$593K +$593K +5,839 New
TWM
2730
Tolleson Wealth Management
Texas
$589K +$589K +5,797 New
SJIM
2731
St. Johns Investment Management
Florida
$588K +$188K +1,847 +47%
HP
2732
HT Partners
Connecticut
$584K +$60.8K +599 +12%
MFG
2733
Merit Financial Group
Georgia
$583K +$34K +335 +6%
VCWA
2734
Vanguard Capital Wealth Advisors
Colorado
$580K -$31.3K -309 -5%
MWM
2735
Mascoma Wealth Management
New Hampshire
$579K -$65.5K -645 -10%
SA
2736
SRH Advisors
Kansas
$576K +$406 +4 +0.1%
LWM
2737
Lenox Wealth Management
Ohio
$571K -$88K -866 -13%
CA
2738
Continuum Advisory
Idaho
$571K +$159K +1,561 +38%
WFM
2739
Wolff Financial Management
Michigan
$569K +$569K +5,604 New
SCP
2740
Syntal Capital Partners
Texas
$567K -$2.53M -24,937 -82%
NG
2741
Northstar Group
New York
$567K -$28.2K -278 -5%
KTM
2742
Keeler Thomas Management
Utah
$566K +$566K +5,577 New
AEPG
2743
American Economic Planning Group
New Jersey
$565K – – –
CCG
2744
Chatham Capital Group
Georgia
$564K +$6.1K +60 +1%
NA
2745
Nottingham Advisors
New York
$563K – – –
KHLMTHM
2746
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$562K +$562K +5,532 New
PAMU
2747
Pictet Asset Management (UK)
United Kingdom
$558K -$45.2K -445,313 -7%
GIM
2748
Groesbeck Investment Management
New Jersey
$556K -$25.4K -250 -4%
FFG
2749
Fortem Financial Group
California
$556K +$556K +5,471 New
MCM
2750
MV Capital Management
Maryland
$554K -$6.1K -60 -1%
108 109
110
111 112