MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,810 hedge funds and large institutions have $552B invested in Microsoft in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 1,156 increasing their positions, 1,320 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,810
Holders Change
+28
Holders Change %
+1.01%
% of All Funds
64.42%
Holding in Top 10
1,289
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+5.57%
% of All Funds
29.55%
New
104
Increased
1,156
Reduced
1,320
Closed
48
Calls
$5.22B
Puts
$5.75B
Net Calls
-$537M
Net Calls Change
+$1.54B

Top Buyers

1
BlackRock
BlackRock
New York
+$669M
2
UBS Group
UBS Group
Switzerland
+$626M
3
O
OppenheimerFunds
New York
+$625M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$623M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$529M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.68B
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$1.1B
3
Franklin Resources
Franklin Resources
California
-$883M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$789M
5
EVM
Eaton Vance Management
Massachusetts
-$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
1301
Sand Hill Global Advisors
California
$7.97M +$6.57M +66,591 +467%
VIA
1302
Vantage Investment Advisors
Pennsylvania
$7.96M +$6.2M +62,903 +352%
FMWA
1303
Forvis Mazars Wealth Advisors
Missouri
$7.94M -$69.4K -704 -0.9%
PLFAM
1304
Pineno Levin & Ford Asset Management
Virginia
$7.93M -$71.4K -724 -0.9%
BC
1305
Breakline Capital
New York
$7.93M -$8.93M -90,595 -53%
KWM
1306
Kingsview Wealth Management
Oregon
$7.92M +$65.2K +661 +0.8%
MCA
1307
Mercer Capital Advisers
New Jersey
$7.9M -$16K -162 -0.2%
CCC
1308
Cincinnati Casualty Company
Ohio
$7.89M – – –
LCC
1309
Lincoln Capital Corp
Rhode Island
$7.89M -$165K -1,678 -2%
MSU
1310
Mizuho Securities USA
New York
$7.88M +$4.55M +46,095 +136%
SA
1311
Strategic Advisors
New York
$7.88M +$88.6K +898 +1%
NC
1312
NBW Capital
Massachusetts
$7.87M +$64.5K +654 +0.8%
CFG
1313
Cambridge Financial Group
Ohio
$7.85M +$343K +3,480 +5%
HAG
1314
HighPoint Advisor Group
Illinois
$7.84M +$32.8K +305 +0.4%
RMSCM
1315
R.M. Sincerbeaux Capital Management
New York
$7.84M +$128K +1,300 +2%
GA
1316
GFS Advisors
Texas
$7.82M +$183K +1,860 +2%
RWM
1317
RKL Wealth Management
Pennsylvania
$7.8M -$272K -2,759 -3%
NIC
1318
Northwest Investment Counselors
Oregon
$7.78M +$4.61M +46,730 +145%
PWPCM
1319
Perella Weinberg Partners Capital Management
New York
$7.77M -$10.7M -108,580 -58%
MCM
1320
Murphy Capital Management
New Jersey
$7.77M +$2.27K +23 +0%
Lido Advisors
1321
Lido Advisors
California
$7.77M +$1.85M +18,723 +31%
CIA
1322
Covington Investment Advisors
Pennsylvania
$7.76M -$19.7K -200 -0.3%
AC
1323
Abbrea Capital
California
$7.76M +$161K +1,635 +2%
BMM
1324
Buffington Mohr McNeal
Idaho
$7.75M +$193K +1,957 +3%
STB
1325
S&T Bank
Pennsylvania
$7.74M -$823K -8,344 -10%
51 52
53
54 55