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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 %
HA
1851
Hamel Associates
New Jersey
$3.02M -$8.88K -90 -0.3%
CCC
1852
Chelsea Counsel Company
California
$3.02M +$297K +3,011 +11%
HIM
1853
Herald Investment Management
United Kingdom
$3.02M – – –
BHBT
1854
Burke & Herbert Bank & Trust
Virginia
$3.02M +$124K +1,255 +4%
SWA
1855
SFMG Wealth Advisors
Texas
$3.02M +$1.92M +25,740 +175%
CS
1856
Comerica Securities
Michigan
$3.01M +$199K +2,014 +7%
DBRC
1857
D.B. Root & Company
Pennsylvania
$3.01M +$164K +1,659 +6%
LSC
1858
Lesa Sroufe & Co
Washington
$3M +$17.6K +178 +0.6%
SAM
1859
SignalPoint Asset Management
Missouri
$3M -$461K -4,675 -13%
ECM
1860
EagleClaw Capital Management
Massachusetts
$2.98M +$34.5K +350 +1%
BAM
1861
Bruderman Asset Management
New York
$2.96M -$1.7M -17,236 -36%
AFM
1862
Anson Funds Management
Texas
$2.96M -$2.94M -29,787 -50%
NFG
1863
Next Financial Group
Texas
$2.96M -$1.21M -12,230 -29%
MSFP
1864
Mark Sheptoff Financial Planning
Connecticut
$2.95M +$451K +4,576 +18%
CWP
1865
Capital Wealth Planning
Florida
$2.95M +$1.47M +14,910 +100%
HWA
1866
Heritage Wealth Advisors
Virginia
$2.93M +$107K +1,089 +4%
RA
1867
Rational Advisors
New York
$2.92M +$477K +4,841 +20%
GRP
1868
Global Retirement Partners
California
$2.92M +$548K +5,555 +23%
AIM
1869
AMI Investment Management
Indiana
$2.92M -$77.1K -782 -3%
CAS
1870
Cue Advisory Services
Arizona
$2.91M -$19.2K -195 -0.7%
BIM
1871
Baldwin Investment Management
Pennsylvania
$2.91M +$2.47M +25,050 +556%
SGA
1872
Strategic Global Advisors
California
$2.91M – – –
ACM
1873
Alpha Capital Management
Texas
$2.9M -$855K -8,673 -23%
AWM
1874
Aries Wealth Management
Maine
$2.9M -$124K -1,169 -4%
LCM
1875
Liberty Capital Management
Michigan
$2.9M +$167K +1,690 +6%
73 74
75
76 77