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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 %
PAWC
2776
P.A.W. Capital
Connecticut
$508K +$508K +5,000 New
MGAM
2777
McGowan Group Asset Management
Texas
$507K -$3.76K -37 -0.7%
CCA
2778
Conestoga Capital Advisors
Pennsylvania
$506K -$3.05K -30 -0.6%
EMFAT
2779
Emerald Mutual Fund Advisers Trust
Pennsylvania
$505K – – –
OIWM
2780
OptiFour Integrated Wealth Management
Virginia
$496K -$4.77K -47 -1%
FNC
2781
First National Corp
Massachusetts
$496K +$496K +4,879 New
EA
2782
Elm Advisors
California
$492K -$18.7K -184 -4%
PFC
2783
Phocas Financial Corp
California
$490K +$10.2K +100 +2%
S
2784
Surevest
California
$489K +$489K +4,818 New
ACM
2785
Aviance Capital Management
Florida
$488K -$165K -1,630 -25%
NBG
2786
Nancy B. Gardiner
$488K -$20.3K -200 -4%
RIS
2787
Retirement Income Solutions
Michigan
$487K -$7.21K -71 -1%
VBFP
2788
Valtinson Bruner Financial Planning
Minnesota
$487K +$487K +4,791 New
PWM
2789
PRW Wealth Management
Massachusetts
$483K +$483K +4,744 New
LDFR
2790
Lehman & Derafelo Financial Resources
Pennsylvania
$478K +$478K +4,710 New
PWA
2791
Peterson Wealth Advisors
Utah
$477K -$45.7K -450 -9%
XWM
2792
Xcel Wealth Management
Florida
$476K +$476K +4,692 New
HFP
2793
Holistic Financial Partners
Indiana
$474K -$24.7K -243 -5%
MWP
2794
Moller Wealth Partners
$472K +$472K +4,624 New
VBFG
2795
Vishria Bird Financial Group
Tennessee
$468K +$28.3K +279 +6%
DWA
2796
Dougherty Wealth Advisers
Minnesota
$468K +$468K +4,442 New
HFA
2797
Hoover Financial Advisors
Pennsylvania
$468K +$468K +4,609 New
GAM
2798
Greenwoods Asset Management
Cayman Islands
$467K +$467K +4,600 New
NPPM
2799
North Point Portfolio Managers
Ohio
$464K – – –
MC
2800
Machina Capital
France
$463K +$463K +4,563 New
110 111
112
113 114