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 %
LCP
1726
Legacy Capital Partners
Wisconsin
$3.44M -$30.5K -334 -0.9%
LC
1727
Lourd Capital
California
$3.43M +$41.6K +456 +1%
CM
1728
Churchill Management
California
$3.43M +$574K +6,289 +20%
FPS
1729
Fieldpoint Private Securities
Connecticut
$3.43M +$1.04M +11,419 +44%
MIM
1730
Miller Investment Management
Pennsylvania
$3.43M – – –
SCA
1731
Spearhead Capital Advisors
Florida
$3.42M +$443K +4,849 +15%
PFS
1732
Prospera Financial Services
Texas
$3.4M +$394K +4,289 +13%
CSA
1733
Cottage Street Advisors
Massachusetts
$3.39M -$45.6K -499 -1%
MHIM
1734
MacNealy Hoover Investment Management
Ohio
$3.38M -$411K -4,500 -11%
ACM
1735
Alta Capital Management
Utah
$3.38M +$271K +2,965 +9%
CCM
1736
Copeland Capital Management
Pennsylvania
$3.38M +$2.51M +27,547 +291%
AF
1737
Ally Financial
Michigan
$3.38M -$3.47M -38,000 -51%
PGC
1738
Pacific Grove Capital
California
$3.38M +$3.38M +37,000 New
ATIA
1739
American Trust Investment Advisors
New Hampshire
$3.37M – – –
JIC
1740
Joel Isaacson & Co
New York
$3.36M +$248K +2,719 +8%
IUHSA
1741
Itau Unibanco Holding S.A.
Brazil
$3.36M +$1.25M +13,746 +60%
AAMA
1742
Advanced Asset Management Advisors
Ohio
$3.36M +$91 +1 +0%
WPA
1743
Winning Points Advisors
Florida
$3.35M -$26.9K -300 -0.8%
KA
1744
Kovack Advisors
Florida
$3.34M +$232K +2,540 +7%
SCM
1745
SOL Capital Management
Maryland
$3.3M +$12.2K +134 +0.4%
ADL
1746
Asset Dedication LLC
California
$3.3M +$233K +2,559 +8%
ARMT
1747
Amica Retiree Medical Trust
Rhode Island
$3.3M -$818K -8,959 -20%
VCM
1748
Vision Capital Management
Oregon
$3.29M +$265K +2,907 +9%
PAM
1749
Pegasus Asset Management
New York
$3.29M +$314K +3,436 +11%
PL
1750
Perpetual Ltd
Australia
$3.28M -$256K -2,800 -7%
68 69
70
71 72