MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVCM
1076
F&V Capital Management
Florida
$11.3M +$73K +800 +0.7%
FPCM
1077
Financial Partners Capital Management
New York
$11.3M -$265K -2,901 -2%
KIP
1078
Kayak Investment Partners
California
$11.2M +$91.3K +1,000 +0.8%
HCM
1079
Hutchinson Capital Management
California
$11.2M -$4.21M -46,164 -27%
WDA
1080
Wendell David Associates
New Hampshire
$11.2M -$121K -1,325 -1%
BFIM
1081
Beese Fulmer Investment Management
Ohio
$11.2M -$243K -2,666 -2%
BLAM
1082
Bourne Lent Asset Management
New York
$11.2M -$64.2K -703 -0.6%
NSIM
1083
North Star Investment Management
Illinois
$11.1M +$582K +6,372 +6%
CAM
1084
Cubic Asset Management
Massachusetts
$11.1M -$416K -4,555 -4%
SCM
1085
SKBA Capital Management
California
$11.1M -$5.6M -61,400 -33%
GC
1086
Gratus Capital
Georgia
$11.1M -$2.56M -28,041 -19%
WIA
1087
Wealthstreet Investment Advisors
Texas
$11.1M +$45.7K +501 +0.4%
LTI
1088
Laffer Tengler Investments
Tennessee
$11M -$2.05M -22,498 -16%
NCM
1089
Narwhal Capital Management
Georgia
$11M -$1.01M -11,110 -8%
FCMC
1090
Founders Capital Management (Connecticut)
Connecticut
$11M +$58K +655 +0.5%
CIA
1091
Choate Investment Advisors
Massachusetts
$11M -$53.5K -586 -0.5%
DLCIG
1092
D.L. Carlson Investment Group
New Hampshire
$11M -$916K -10,031 -8%
LIA
1093
LS Investment Advisors
Michigan
$11M -$1.4M -15,370 -11%
SC
1094
Shellback Capital
Massachusetts
$11M +$11M +120,000 New
CEI
1095
Clark Estates Inc
New York
$10.9M – – –
GCM
1096
Glaxis Capital Management
Florida
$10.9M -$1.58M -17,360 -13%
CANC
1097
Culbertson A N & Co
Virginia
$10.9M -$354K -3,879 -3%
PAM
1098
Peak Asset Management
Colorado
$10.8M -$383K -4,192 -3%
GWM
1099
Geneos Wealth Management
Colorado
$10.8M +$270K +2,954 +3%
SWM
1100
SVA Wealth Management
Wisconsin
$10.8M -$269K -3,613 -2%
42 43
44
45 46