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Microsoft
MSFT

Overview Fund Activity

3,117 hedge funds and large institutions have $750B invested in Microsoft in 2019 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 1,238 increasing their positions, 1,544 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,117
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
67.81%
Holding in Top 10
1,560
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+4.35%
% of All Funds
33.94%
New
111
Increased
1,238
Reduced
1,544
Closed
66
Calls
$8.89B
Puts
$9.47B
Net Calls
-$582M
Net Calls Change
+$383M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$8.69B
2
Invesco
Invesco
Georgia
+$1.73B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.03B
4
BlackRock
BlackRock
New York
+$913M
5
Deutsche Bank
Deutsche Bank
Germany
+$782M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$948M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$944M
3
Capital World Investors
Capital World Investors
California
-$656M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$474M
5
ECU
Egerton Capital (UK)
United Kingdom
-$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
2751
World Investment Advisors
California
$700K -$12.3K -90 -2%
SFA
2752
Semmax Financial Advisors
North Carolina
$699K +$237K +1,767 +51%
EI
2753
Ellevest Inc
New York
$690K +$26.9K +201 +4%
MCM
2754
Mainstay Capital Management
Michigan
$688K +$134K +1,000 +24%
MWM
2755
Merriman Wealth Management
Washington
$679K -$5.94K -4,374 -0.9%
TFCP
2756
Twin Focus Capital Partners
Massachusetts
$675K +$675K +5,042 New
WLIM
2757
White Lighthouse Investment Management
Massachusetts
$674K -$18K -134 -3%
PFA
2758
Pettinga Financial Advisors
Indiana
$674K – – –
PFC
2759
Phocas Financial Corp
California
$672K +$26.8K +200 +4%
OIM
2760
Opus Investment Management
Massachusetts
$670K – – –
PAWC
2761
P.A.W. Capital
Connecticut
$670K – – –
ARM
2762
Adirondack Research & Management
New York
$670K – – –
COI
2763
Capital One Investing
Virginia
$670K +$107K +796 +19%
CMBA
2764
C.M. Bidwell & Associates
Hawaii
$670K +$623K +4,650 +1,336%
TCB
2765
Texas Capital Bancshares
Texas
$669K +$117K +874 +21%
CL
2766
CIM LLC
New York
$668K +$47K +351 +8%
CCA
2767
Conestoga Capital Advisors
Pennsylvania
$667K – – –
VAM
2768
Verity Asset Management
North Carolina
$665K -$218K -1,624 -25%
GA
2769
Geller Advisors
New York
$665K +$151K +1,127 +29%
NBG
2770
Nancy B. Gardiner
$664K +$61.2K +457 +10%
CA
2771
Continuum Advisory
Idaho
$663K +$49.3K +363 +8%
BCM
2772
Bluefin Capital Management
New York
$663K +$663K +4,950 New
VBFP
2773
Valtinson Bruner Financial Planning
Minnesota
$662K – – –
LDFR
2774
Lehman & Derafelo Financial Resources
Pennsylvania
$660K +$14K +102 +2%
FC
2775
FCA Corp
Texas
$659K +$391K +2,918 +146%
109 110
111
112 113