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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 %
FAM
1376
Foresters Asset Management
Ontario, Canada
$8.09M -$1.28M -8,700 -14%
BRM
1377
Boston Research & Management
Massachusetts
$8.09M -$9.84K -86 -0.1%
ISB
1378
Iowa State Bank
Iowa
$8.08M -$265K -2,320 -3%
BEAM
1379
Baker Ellis Asset Management
Washington
$8.07M -$208K -1,819 -3%
BCM
1380
Blume Capital Management
California
$8.06M -$591K -5,167 -7%
HIC
1381
Harbor Island Capital
Massachusetts
$8.06M -$2.35M -20,562 -23%
CB
1382
Community Bank
New York
$8.05M +$351K +3,066 +5%
HB
1383
Homrich & Berg
Georgia
$8.04M +$343K +3,003 +4%
AOWM
1384
Alpha Omega Wealth Management
Virginia
$8.03M -$104K -909 -1%
JFA
1385
JNBA Financial Advisors
Minnesota
$8.03M +$4.04M +35,343 +101%
DPIM
1386
Duff & Phelps Investment Management
Illinois
$8.02M -$543K -4,750 -6%
Lido Advisors
1387
Lido Advisors
California
$8.01M -$994K -8,692 -11%
VCP
1388
Vernier Capital Partners
New York
$8.01M +$8.01M +70,030 New
SACTSONJ
1389
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$8.01M – – –
GFA
1390
Gifford Fong Associates
California
$8.01M – – –
SFM
1391
Sphera Funds Management
Israel
$7.97M -$547K -4,779 -6%
AMM
1392
American Money Management
California
$7.93M +$18.5K +162 +0.2%
RIA
1393
Regal Investment Advisors
Michigan
$7.92M +$1.53M +13,389 +24%
DIS
1394
Diversified Investment Strategies
Louisiana
$7.88M -$3.28M -28,700 -29%
LNC
1395
Lincoln National Corp
Pennsylvania
$7.87M +$373K +3,261 +5%
GCM
1396
Garland Capital Management
Washington
$7.83M -$509K -4,451 -6%
FPTW
1397
Franklin, Parlapiano, Turner & Welch
Texas
$7.83M -$252K -2,200 -3%
PCM
1398
Prelude Capital Management
New York
$7.81M -$4.21M -36,787 -35%
PCM
1399
Palouse Capital Management
Washington
$7.78M -$168K -1,469 -2%
CAM
1400
Cypress Asset Management
Texas
$7.78M -$742K -6,485 -9%
54 55
56
57 58