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Microsoft
MSFT

Overview Fund Activity

2,842 hedge funds and large institutions have $643B invested in Microsoft in 2018 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,097 increasing their positions, 1,398 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,842
Holders Change
+32
Holders Change %
+1.14%
% of All Funds
65.08%
Holding in Top 10
1,374
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.59%
% of All Funds
31.46%
New
113
Increased
1,097
Reduced
1,398
Closed
58
Calls
$5.79B
Puts
$6.74B
Net Calls
-$949M
Net Calls Change
-$412M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$7.25B
2
State Street
State Street
Massachusetts
+$1.91B
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$1.38B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.2B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.01B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$7.62B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.33B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$1.08B
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$915M
5
Franklin Resources
Franklin Resources
California
-$773M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
701
Wilsey Asset Management
California
$33M +$33M +288,132 New
AssetMark Inc
702
AssetMark Inc
California
$32.8M -$391K -3,423 -1%
JCM
703
JS Capital Management
New York
$32.6M +$4M +35,000 +14%
BAM
704
Berkshire Asset Management
Pennsylvania
$32.6M -$15.8M -138,433 -33%
BUB
705
BBVA USA Bancshares
Texas
$32.5M -$207K -1,814 -0.6%
CTC
706
Central Trust Company
Missouri
$32.4M +$285K +2,491 +0.9%
RAM
707
RWC Asset Management
United Kingdom
$32.4M -$12.8M -112,291 -28%
IG
708
Ithaka Group
Virginia
$32.4M -$2.17M -18,988 -6%
BCM
709
Barometer Capital Management
Ontario, Canada
$32.4M -$7.9M -69,050 -20%
NIM
710
Nexus Investment Management
Ontario, Canada
$32.4M -$1.54M -13,470 -5%
CIC
711
Carnegie Investment Counsel
Ohio
$32.3M +$6.6M +61,020 +26%
SC
712
Samlyn Capital
New York
$32.3M +$32.3M +282,012 New
SC
713
SouthState Corp
Florida
$32.1M -$71.4K -624 -0.2%
WT
714
Washington Trust
Rhode Island
$31.6M -$908K -7,935 -3%
EWA
715
EP Wealth Advisors
California
$31.5M +$1.03M +9,015 +3%
NL
716
NWAM LLC
Washington
$31.4M -$2.17K -19 -0%
NPF
717
Norris Perne & French
Michigan
$31.4M +$41.3K +361 +0.1%
PWAG
718
Polaris Wealth Advisory Group
California
$31.3M +$31.1M +272,154 +14,759%
AR
719
Advisory Research
Illinois
$31.3M -$1.45M -12,655 -4%
HCM
720
Horan Capital Management
Maryland
$31.3M -$367K -3,213 -1%
FNBT
721
FineMark National Bank & Trust
Florida
$31.2M -$4.89M -42,778 -14%
PIMJS
722
PKO Investment Management Joint-Stock
Poland
$31.2M -$378K -3,306 -1%
RC
723
Randolph Company
Ohio
$31.2M – – –
CRC
724
Curi RMB Capital
Illinois
$31.1M +$591K +5,166 +2%
CC
725
Carlson Capital
Texas
$31.1M -$1.74M -15,257 -5%
27 28
29
30 31