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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 %
JDR
1851
Jay D. Rosenbaum
$2.66M -$9.13K -100 -0.3%
FPCP
1852
Fort Point Capital Partners
California
$2.66M +$1.13M +12,403 +74%
BCM
1853
Boltwood Capital Management
California
$2.66M -$375K -4,105 -12%
FIM
1854
Fruth Investment Management
Texas
$2.65M -$36.5K -400 -1%
AWM
1855
Aries Wealth Management
Maine
$2.65M +$40.4K +435 +2%
HCM
1856
Highlander Capital Management
New Jersey
$2.64M +$1.93M +22,101 +272%
DBRC
1857
D.B. Root & Company
Pennsylvania
$2.63M +$1.39M +15,201 +112%
IWM
1858
IHT Wealth Management
Illinois
$2.63M -$21.5K -243 -0.8%
ARMC
1859
American Research & Management Company
Massachusetts
$2.62M -$185K -2,025 -7%
LCM
1860
Leisure Capital Management
California
$2.62M -$524K -5,747 -17%
TI
1861
Trexquant Investment
Connecticut
$2.62M +$620K +6,790 +31%
SAM
1862
Shamrock Asset Management
Texas
$2.62M -$122K -1,251 -4%
HWA
1863
Heritage Wealth Advisors
Virginia
$2.61M +$104K +1,141 +4%
PWA
1864
Providence Wealth Advisors
Illinois
$2.61M +$2.61M +29,428 New
CS
1865
Comerica Securities
Michigan
$2.6M +$27.3K +299 +1%
FFA
1866
Fragasso Financial Advisors
Pennsylvania
$2.6M -$24.6K -270 -0.9%
BIA
1867
BMT Investment Advisors
Pennsylvania
$2.6M +$137K +1,500 +6%
PWSG
1868
Pacific Wealth Strategies Group
California
$2.59M +$175K +1,920 +7%
BWA
1869
BDO Wealth Advisors
Florida
$2.59M +$167K +1,826 +7%
FCIM
1870
Fairview Capital Investment Management
California
$2.58M +$6.84K +75 +0.3%
CCMT
1871
CMT Capital Markets Trading
Germany
$2.58M +$2.58M +28,250 New
NCM
1872
Northwest Capital Management
Oregon
$2.57M -$37.4K -410 -1%
CAG
1873
Csenge Advisory Group
Florida
$2.56M -$215K -2,360 -8%
BIM
1874
Barton Investment Management
Pennsylvania
$2.55M – – –
MCM
1875
Matarin Capital Management
New York
$2.54M -$324K -3,552 -11%
73 74
75
76 77