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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 %
HL
901
HeadInvest LLC
Maine
$17.6M +$8.72M +85,861 +98%
LIM
902
Lathrop Investment Management
Arkansas
$17.6M -$2.32M -22,798 -12%
DY
903
Dowling & Yahnke
California
$17.6M -$229K -2,064 -1%
NOCM
904
Night Owl Capital Management
Connecticut
$17.6M -$61.1K -602 -0.3%
AW
905
ACG Wealth
Georgia
$17.5M -$249K -2,448 -1%
EGA
906
Eagle Global Advisors
Texas
$17.5M +$93.6K +922 +0.5%
PWM
907
Patriot Wealth Management
Texas
$17.4M -$458K -4,505 -3%
CI
908
Conning Inc
Connecticut
$17.4M -$863K -8,501 -5%
MIM
909
Manitou Investment Management
Ontario, Canada
$17.4M +$1.98M +20,831 +13%
CWM
910
Calamos Wealth Management
Illinois
$17.3M -$2.69M -26,490 -13%
GC
911
Grimes & Company
Massachusetts
$17.3M -$24K -236 -0.1%
Artisan Partners
912
Artisan Partners
Wisconsin
$17.3M +$6.01M +59,177 +53%
BAS
913
Brown Advisory Securities
Maryland
$17.3M +$157K +1,557 +0.9%
QI
914
QV Investors
Alberta, Canada
$17.3M -$13.8M -136,040 -44%
SCM
915
Sandler Capital Management
New York
$17.3M -$9.68M -95,254 -36%
MCTIC
916
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$17.2M +$5.67M +55,786 +49%
BONST
917
Bank of Nova Scotia Trust
Ontario, Canada
$17.2M -$391K -3,854 -2%
SAM
918
Strategy Asset Managers
California
$17.2M -$954K -9,395 -5%
UAM
919
UAS Asset Management
New York
$17.2M +$462K +4,551 +3%
CAM
920
Carret Asset Management
New York
$17.2M -$408K -4,017 -2%
SWP
921
Stratos Wealth Partners
Ohio
$17.2M +$14.6K +144 +0.1%
ECM
922
Everence Capital Management
Indiana
$17.1M – – –
LC
923
Lunia Capital
Texas
$17M -$711K -6,999 -4%
LCAM
924
London & Capital Asset Management
United Kingdom
$17M +$17M +167,454 New
CCT
925
Country Club Trust
Missouri
$17M -$1.26M -12,448 -7%
35 36
37
38 39