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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 %
Cetera Investment Advisers
1576
Cetera Investment Advisers
Illinois
$5.03M +$496K +5,026 +11%
PG
1577
Patten Group
Tennessee
$5.01M +$406K +4,117 +9%
EM
1578
Excalibur Management
Massachusetts
$5M -$32.5K -330 -0.6%
DAS
1579
Dynamic Advisor Solutions
Arizona
$4.99M +$903K +9,156 +22%
BFO
1580
Biltmore Family Office
North Carolina
$4.99M -$207K -2,100 -4%
CAM
1581
Chesapeake Asset Management
New York
$4.98M -$1.2M -12,133 -19%
BST
1582
Bath Savings Trust
Maine
$4.96M -$139K -1,408 -3%
CCM
1583
Compton Capital Management
Rhode Island
$4.94M +$24.2K +245 +0.5%
AF
1584
Ally Financial
Michigan
$4.93M +$1.28M +13,000 +35%
MCA
1585
Morris Capital Advisors
Pennsylvania
$4.92M -$345K -3,496 -7%
SC
1586
Salzman & Co
New York
$4.91M +$1.93M +19,577 +65%
MWM
1587
Mission Wealth Management
California
$4.91M +$230K +2,335 +5%
TIA
1588
Tiemann Investment Advisors
California
$4.91M -$18.5K -188 -0.4%
TYCC
1589
Texas Yale Capital Corp
Florida
$4.89M +$394 +4 +0%
CIM
1590
Cambria Investment Management
California
$4.89M -$726K -7,104 -13%
SMG
1591
Spectrum Management Group
Indiana
$4.89M +$62.6K +635 +1%
NL
1592
NVWM LLC
Pennsylvania
$4.88M +$35.4K +359 +0.7%
SIM
1593
Sterling Investment Management
Arizona
$4.87M +$147K +1,487 +3%
GAB
1594
German American Bancorp
Indiana
$4.85M +$4.85M +49,196 New
SMFG
1595
Sumitomo Mitsui Financial Group
Japan
$4.85M +$887 +9 +0%
CAL
1596
Capital Analysts LLC
Pennsylvania
$4.83M -$1.97K -20 -0%
DAM
1597
Diamant Asset Management
Connecticut
$4.83M – – –
LC
1598
Lincoln Capital
Nebraska
$4.83M -$17.3K -170 -0.4%
SFP
1599
Shepherd Financial Partners
Massachusetts
$4.82M +$160K +1,604 +3%
HCM
1600
Hodges Capital Management
Texas
$4.8M -$260K -2,632 -5%
62 63
64
65 66