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Microsoft
MSFT

Overview Fund Activity

3,085 hedge funds and large institutions have $567B invested in Microsoft in 2018 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,204 increasing their positions, 1,327 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,085
Holders Change
+243
Holders Change %
+8.55%
% of All Funds
68.85%
Holding in Top 10
1,459
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.19%
% of All Funds
32.56%
New
364
Increased
1,204
Reduced
1,327
Closed
94
Calls
$5.99B
Puts
$7.21B
Net Calls
-$1.22B
Net Calls Change
-$272M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.56B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.29B
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$874M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$721M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$633M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$880M
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$813M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$668M
4
Franklin Resources
Franklin Resources
California
-$640M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$571M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
1876
Meridian Wealth Advisors
Texas
$3.57M +$3.57M +35,191 New
BFM
1877
Boothbay Fund Management
New York
$3.56M -$2.94M -28,947 -45%
WCM
1878
Wisconsin Capital Management
Wisconsin
$3.56M +$3.56M +35,018 New
NC
1879
Numen Capital
United Kingdom
$3.56M -$1.8M -17,745 -34%
SAM
1880
SignalPoint Asset Management
Missouri
$3.55M +$73.2K +721 +2%
MIM
1881
Miller Investment Management
Pennsylvania
$3.54M – – –
HWA
1882
Heritage Way Advisors
Illinois
$3.53M +$4.88K +48 +0.1%
RWA
1883
River Wealth Advisors
Pennsylvania
$3.53M +$205K +2,015 +6%
ANB
1884
Amarillo National Bank
Texas
$3.52M – – –
PA
1885
PFG Advisors
Arizona
$3.52M +$3.29M +30,812 +1,451%
AIM
1886
Acropolis Investment Management
Missouri
$3.52M +$45.9K +452 +1%
NFG
1887
Next Financial Group
Texas
$3.52M +$1.13M +11,093 +47%
ARMT
1888
Amica Retiree Medical Trust
Rhode Island
$3.51M -$160K -1,580 -4%
SCM
1889
SOL Capital Management
Maryland
$3.5M -$48.3K -476 -1%
SFM
1890
Signature Financial Management
Virginia
$3.5M -$6.96M -68,512 -67%
AWM
1891
Aevitas Wealth Management
Massachusetts
$3.5M +$853K +8,399 +32%
ACC
1892
Accident Compensation Corp
New Zealand
$3.47M +$701K +6,900 +25%
LSAG
1893
Lake Street Advisors Group
New Hampshire
$3.47M +$126K +1,237 +4%
RHAM
1894
Round Hill Asset Management
California
$3.47M -$108K -1,063 -3%
SC
1895
Searle & Co
Connecticut
$3.47M -$3.56K -35 -0.1%
HCM
1896
Highlander Capital Management
New Jersey
$3.47M +$407K +4,025 +13%
CC
1897
Cognios Capital
Kansas
$3.46M +$542K +5,332 +19%
CAW
1898
Cornerstone Advisors (Washington)
Washington
$3.45M +$146K +1,437 +4%
PCG
1899
Private Capital Group
Connecticut
$3.43M +$209K +2,059 +7%
LA
1900
Lau Associates
Delaware
$3.41M +$345K +3,400 +11%
74 75
76
77 78