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Microsoft
MSFT

Overview Fund Activity

3,117 hedge funds and large institutions have $750B invested in Microsoft in 2019 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 1,238 increasing their positions, 1,544 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,117
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
67.81%
Holding in Top 10
1,560
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+4.35%
% of All Funds
33.94%
New
111
Increased
1,238
Reduced
1,544
Closed
66
Calls
$8.89B
Puts
$9.47B
Net Calls
-$582M
Net Calls Change
+$383M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$8.69B
2
Invesco
Invesco
Georgia
+$1.73B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.03B
4
BlackRock
BlackRock
New York
+$913M
5
Deutsche Bank
Deutsche Bank
Germany
+$782M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$948M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$944M
3
Capital World Investors
Capital World Investors
California
-$656M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$474M
5
ECU
Egerton Capital (UK)
United Kingdom
-$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
1601
Great Valley Advisor Group
Delaware
$6.69M +$2.23M +16,645 +50%
CWP
1602
Capital Wealth Planning
Florida
$6.68M +$2.23M +16,662 +50%
IPW
1603
Inlet Private Wealth
Florida
$6.66M +$861K +6,201 +15%
EWM
1604
Executive Wealth Management
Michigan
$6.64M +$96.1K +717 +1%
PT
1605
Plimoth Trust
Massachusetts
$6.63M -$164K -1,223 -2%
SC
1606
Sawyer & Company
Massachusetts
$6.58M -$544K -4,060 -8%
WP
1607
WealthSource Partners
California
$6.55M +$3.18M +23,736 +94%
HMS
1608
Hanseatic Management Services
New Mexico
$6.54M -$26.7K -199 -0.4%
APP
1609
Avantax Planning Partners
Iowa
$6.54M +$155K +1,133 +2%
LF
1610
Lantz Financial
Illinois
$6.53M -$256K -1,873 -4%
RP
1611
Rice Partnership
Hawaii
$6.53M +$50.4K +376 +0.8%
AL
1612
Aspiriant LLC
California
$6.52M -$304K -2,271 -4%
NL
1613
NKCFO LLC
Illinois
$6.51M – – –
SC
1614
Stralem & Co
New York
$6.51M -$1.42M -10,570 -18%
CMI
1615
Clare Market Investments
Texas
$6.49M -$179K -1,339 -3%
GRP
1616
Global Retirement Partners
California
$6.48M +$2.37M +17,679 +58%
WC
1617
Whitnell & Co
Illinois
$6.48M -$28K -209 -0.4%
OPA
1618
Old Port Advisors
Maine
$6.46M -$253K -1,839 -4%
RCAG
1619
Rehmann Capital Advisory Group
Michigan
$6.45M +$229K +1,709 +4%
SVWAG
1620
Sound View Wealth Advisors Group
Georgia
$6.44M +$6.44M +48,074 New
COI
1621
Connable Office Inc
Michigan
$6.41M -$197K -1,472 -3%
OCM
1622
One Capital Management
California
$6.41M -$491K -3,664 -7%
BFM
1623
Boothbay Fund Management
New York
$6.41M -$2.98M -22,228 -32%
TWA
1624
TCI Wealth Advisors
Arizona
$6.4M +$546K +4,077 +9%
TWM
1625
TLW Wealth Management
Florida
$6.38M -$59.7K -446 -0.9%
63 64
65
66 67