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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 %
CCM
1901
Cox Capital Management
Massachusetts
$2.75M +$2.75M +27,920 New
AFP
1902
Ausdal Financial Partners
Iowa
$2.75M +$266K +2,693 +11%
Carson Wealth (CWM LLC)
1903
Carson Wealth (CWM LLC)
Nebraska
$2.75M +$308K +3,124 +13%
SS
1904
Simplicity Solutions
Minnesota
$2.74M +$1.34M +13,579 +96%
SG
1905
Somerset Group
Minnesota
$2.73M +$60.4K +613 +2%
SI
1906
SCP Investment
California
$2.72M +$2.72M +27,600 New
CRCM
1907
Crystal Rock Capital Management
Illinois
$2.72M – – –
GKFF
1908
George Kaiser Family Foundation
Oklahoma
$2.71M – – –
VCM
1909
Versant Capital Management
Arizona
$2.71M -$202K -2,049 -7%
PWSG
1910
Pacific Wealth Strategies Group
California
$2.71M -$87.6K -888 -3%
ZCI
1911
Zevenbergen Capital Investments
Washington
$2.71M +$608K +6,168 +29%
CCM
1912
Carderock Capital Management
Maryland
$2.71M +$2.36M +23,976 +693%
SSG
1913
Summit Securities Group
New York
$2.7M +$1.24M +12,600 +85%
AIS
1914
AlphaOne Investment Services
Pennsylvania
$2.7M +$651K +6,605 +32%
ATC
1915
Adirondack Trust Company
New York
$2.69M +$48.8K +495 +2%
SFSIG
1916
San Francisco Sentry Investment Group
California
$2.69M -$1.68M -17,078 -39%
S
1917
SimplyRich
California
$2.68M -$49.3K -500 -2%
HCA
1918
Harbour Capital Advisors
Virginia
$2.67M -$507K -5,069 -16%
MIC
1919
Meridian Investment Counsel
California
$2.66M -$24.7K -250 -0.9%
AIM
1920
Aspen Investment Management
Michigan
$2.66M -$9.86K -100 -0.4%
OAMG
1921
Odey Asset Management Group
United Kingdom
$2.66M +$824K +8,360 +45%
BCWM
1922
Blue Chip Wealth Management
Florida
$2.65M +$2.47K +25 +0.1%
NFG
1923
Nadler Financial Group
Illinois
$2.65M +$78.7K +798 +3%
WA1
1924
Wimmer Associates 1
California
$2.64M +$9.66K +98 +0.4%
PBT
1925
Pictet Bank & Trust
Bahamas
$2.64M +$29.1K +295 +1%
75 76
77
78 79