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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 %
IIM
1201
Ipswich Investment Management
Massachusetts
$11.2M +$79.6K +696 +0.7%
MFAM
1202
Motley Fool Asset Management
Virginia
$11.2M +$1.86M +16,251 +20%
AAM
1203
Augustine Asset Management
Florida
$11.2M +$68K +595 +0.6%
BHWM
1204
Bar Harbor Wealth Management
New Hampshire
$11.2M +$65.5K +573 +0.6%
CCA
1205
Checchi Capital Advisers
California
$11.2M +$179K +1,562 +2%
LJHT
1206
Laurie J. Hall Trustee
$11.1M -$100K -875 -0.9%
APA
1207
American Portfolios Advisors
New York
$11.1M +$1.68M +14,656 +18%
AF
1208
Advisornet Financial
Minnesota
$11M +$95.2K +832 +0.9%
CI
1209
Capital International
California
$11M -$8.78M -76,741 -44%
KJWM
1210
Kiley Juergens Wealth Management
Washington
$11M +$789K +6,903 +8%
Wolverine Trading
1211
Wolverine Trading
Illinois
$11M -$19.5M -170,680 -64%
LFAS
1212
Level Four Advisory Services
Texas
$10.9M -$485K -4,239 -4%
FTC
1213
Farmers Trust Company
Ohio
$10.9M +$156K +1,365 +1%
YL
1214
YCG LLC
Texas
$10.9M -$24.7K -216 -0.2%
TFA
1215
Toth Financial Advisory
Virginia
$10.9M -$1.46M -12,760 -12%
RWP
1216
RWA Wealth Partners
Massachusetts
$10.9M -$42.7K -373 -0.4%
FC
1217
Fulcrum Capital
Washington
$10.9M +$480K +4,200 +5%
ICM
1218
Ionic Capital Management
New York
$10.9M +$2.23M +19,500 +26%
RSVP
1219
Ramsay Stattman Vela & Price
Colorado
$10.9M -$177K -1,552 -2%
MCM
1220
McMillion Capital Management
North Carolina
$10.8M +$34.7K +303 +0.3%
GWM
1221
Greenwich Wealth Management
Connecticut
$10.8M +$47.8K +418 +0.4%
TIA
1222
Tandem Investment Advisors
South Carolina
$10.8M -$35.6K -311 -0.3%
CIA
1223
Capital Investment Advisors
Georgia
$10.8M -$69.4K -607 -0.6%
FA
1224
Fagan Associates
New York
$10.8M -$50.6K -442 -0.5%
ME
1225
McIlrath & Eck
Washington
$10.7M -$165K -1,443 -2%
47 48
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