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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 %
GIM
926
Grassi Investment Management
California
$18.8M +$1.03M +8,988 +6%
FM
927
Foster & Motley
Ohio
$18.7M -$613K -5,359 -3%
ET
928
Equitable Trust
Tennessee
$18.7M +$264K +2,306 +1%
PPCM
929
Pillar Pacific Capital Management
California
$18.7M -$211K -1,845 -1%
IA
930
IFP Advisors
Florida
$18.7M +$454K +3,971 +2%
NSEDCP
931
NJ State Employees Deferred Compensation Plan
New Jersey
$18.6M – – –
GT
932
Greenleaf Trust
Michigan
$18.6M +$1.17M +10,225 +7%
CNBT
933
Canandaigua National Bank & Trust
New York
$18.6M -$66.3K -580 -0.4%
MC
934
Muhlenkamp & Co
Pennsylvania
$18.5M -$82.2K -719 -0.4%
MIM
935
Manitou Investment Management
Ontario, Canada
$18.5M -$184K -1,610 -1%
DBT
936
Dubuque Bank & Trust
Iowa
$18.4M -$736K -6,435 -4%
DY
937
Dowling & Yahnke
California
$18.4M -$126K -1,106 -0.7%
PCM
938
Parsons Capital Management
Rhode Island
$18.3M -$563K -4,926 -3%
AC
939
Ascend Capital
California
$18.3M -$13.6M -118,624 -43%
FFWA
940
FRG Family Wealth Advisors
Washington
$18.3M +$362K +3,165 +2%
SIM
941
SRS Investment Management
New York
$18.3M – – –
CCT
942
Chemung Canal Trust
New York
$18.1M -$401K -3,508 -2%
NCM
943
Novare Capital Management
North Carolina
$18.1M -$256K -2,350 -1%
WCA
944
Waratah Capital Advisors
Ontario, Canada
$18M +$13.9M +121,684 +337%
SWM
945
SVA Wealth Management
Wisconsin
$18M +$744K +6,509 +4%
CA
946
Callahan Advisors
Texas
$18M -$593K -5,186 -3%
VCAM
947
Van Cleef Asset Management
Ohio
$18M -$158K -1,381 -0.9%
BFA
948
Bragg Financial Advisors
North Carolina
$17.9M -$164K -1,436 -0.9%
BWFA
949
Baltimore-Washington Financial Advisors
Maryland
$17.9M +$149K +1,302 +0.8%
NAM
950
North American Management
Massachusetts
$17.9M -$714K -6,240 -4%
36 37
38
39 40