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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 %
UBV
1001
United Bank (Virginia)
Virginia
$14.6M +$1.15M +11,325 +9%
MAM
1002
Mark Asset Management
New York
$14.6M -$257K -2,534 -2%
FMBTD
1003
First Midwest Bank Trust Division
Illinois
$14.6M +$168K +1,657 +1%
RGI
1004
River Global Investors
United Kingdom
$14.6M -$673K -6,616 -4%
CIA
1005
CCM Investment Advisers
South Carolina
$14.6M +$1.57M +15,425 +12%
CCFCSB
1006
Cape Cod Five Cents Savings Bank
Massachusetts
$14.5M -$153K -1,508 -1%
SH
1007
SeaTown Holdings
Singapore
$14.5M -$3.05M -30,000 -17%
FFBTD
1008
First Financial Bank - Trust Division
Ohio
$14.5M -$1.25M -12,315 -8%
WSCM
1009
Wellington Shields Capital Management
New York
$14.4M +$139K +1,367 +1%
FB
1010
Fulton Bank
Pennsylvania
$14.4M -$406K -3,998 -3%
AAM
1011
Auxier Asset Management
Oregon
$14.4M -$1.4M -13,785 -9%
SIM
1012
Sonora Investment Management
Arizona
$14.4M +$435K +4,286 +3%
CAM
1013
Columbia Asset Management
Michigan
$14.4M -$149K -1,465 -1%
JC
1014
Jacobs & Co
California
$14.3M -$270K -2,656 -2%
WP
1015
WMS Partners
Maryland
$14.3M -$31.8M -312,984 -69%
DAC
1016
Dividend Assets Capital
South Carolina
$14.2M -$995K -9,794 -7%
TW
1017
Transform Wealth
Colorado
$14.1M -$227K -2,237 -2%
CA
1018
Clearstead Advisors
Ohio
$14.1M +$657K +6,470 +5%
DAM
1019
Deltec Asset Management
New York
$14.1M +$1.09M +10,700 +8%
UR
1020
USCA RIA
Texas
$14.1M -$1M -9,855 -7%
NHC
1021
Nicholas Hoffman & Company
Georgia
$14.1M -$363K -3,578 -3%
FHA
1022
First Horizon Advisors
Tennessee
$14.1M -$112K -1,103 -0.8%
MIA
1023
MainStreet Investment Advisors
Illinois
$13.9M +$401K +3,947 +3%
VWM
1024
Valley Wealth Managers
New Jersey
$13.9M +$244K +2,402 +2%
WAM
1025
Wallington Asset Management
Indiana
$13.9M -$3.98M -39,174 -22%
39 40
41
42 43