MSFT icon

Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1626
Snowden Capital Advisors
New York
$4.18M +$501K +5,491 +14%
WFG
1627
Wills Financial Group
Virginia
$4.17M -$125K -1,365 -3%
TWA
1628
TCI Wealth Advisors
Arizona
$4.16M -$84.3K -924 -2%
SCA
1629
Sage Capital Advisors
South Dakota
$4.16M -$3.84M -42,116 -48%
IFAM
1630
Institutional & Family Asset Management
Colorado
$4.16M -$1.23M -13,443 -23%
DBIA
1631
Dumont & Blake Investment Advisors
New Jersey
$4.16M -$52.9K -579 -1%
BO
1632
Bank OZK
Arkansas
$4.16M +$21.4K +235 +0.5%
MIP
1633
Marietta Investment Partners
Wisconsin
$4.15M +$9.13K +100 +0.2%
AIA
1634
AIMZ Investment Advisors
California
$4.15M -$130K -1,419 -3%
TCOO
1635
Trust Company of Oklahoma
Oklahoma
$4.15M -$17.8K -195 -0.4%
PIA
1636
Peachtree Investment Advisors
Georgia
$4.14M -$337K -3,690 -8%
VLKIM
1637
Van Lanschot Kempen Investment Management
Netherlands
$4.14M -$74.8K -820 -2%
SNB
1638
Security National Bank
Nebraska
$4.13M -$228K -2,502 -5%
WBG
1639
Wharton Business Group
Pennsylvania
$4.13M +$492K +5,387 +14%
BB
1640
Bell Bank
North Dakota
$4.12M +$135K +1,481 +3%
MWM
1641
Marietta Wealth Management
Georgia
$4.12M -$159K -1,740 -4%
CK
1642
Cohen Klingenstein
New York
$4.11M – – –
PM
1643
Precept Management
Texas
$4.11M – – –
RB
1644
Rodgers Brothers
Pennsylvania
$4.11M +$81.6K +894 +2%
PM
1645
Penbrook Management
New York
$4.09M -$639K -7,000 -14%
CAM
1646
Cacti Asset Management
Georgia
$4.09M +$543K +5,930 +15%
HWA
1647
HCR Wealth Advisors
California
$4.08M +$2.01K +22 +0%
TP
1648
Truvvo Partners
New York
$4.08M – – –
PFSC
1649
Peoples Financial Services Corp
Pennsylvania
$4.08M -$5.02K -55 -0.1%
CA
1650
Cambridge Advisors
Nebraska
$4.08M +$167K +1,832 +4%
64 65
66
67 68