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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 %
KPF
1926
K2 Principal Fund
Ontario, Canada
$2.28M -$2.74M -30,000 -55%
HA
1927
Harbor Advisors
Florida
$2.28M – – –
CAIMH
1928
Central Asset Investments & Management Holdings
Hong Kong
$2.28M -$5.3M -58,100 -70%
RA
1929
Rational Advisors
New York
$2.26M -$82.6K -905 -4%
Carson Wealth (CWM LLC)
1930
Carson Wealth (CWM LLC)
Nebraska
$2.26M +$85.2K +933 +4%
BCM
1931
Brown Capital Management
Maryland
$2.26M -$9.04K -99 -0.4%
SNBOSCI
1932
Security National Bank of Sioux City Iowa
Iowa
$2.25M -$93.5K -1,025 -4%
NCM
1933
Northside Capital Management
Oregon
$2.24M +$43.4K +476 +2%
FM
1934
Forward Management
California
$2.24M +$3.93K +43 +0.2%
AFM
1935
Andesa Financial Management
Pennsylvania
$2.23M -$72K -790 -3%
HFBOT
1936
Home Federal Bank of Tennessee
Tennessee
$2.23M +$43.4K +475 +2%
CIC
1937
Cornercap Investment Counsel
Georgia
$2.22M -$377K -4,129 -15%
WPA
1938
West Paces Advisors
Georgia
$2.21M -$42.4K -464 -2%
TBNY
1939
Trustco Bank (New York)
New York
$2.2M -$66.6K -729 -3%
KS
1940
Karpas Strategies
Connecticut
$2.2M +$2.1K +23 +0.1%
GRP
1941
Global Retirement Partners
California
$2.2M +$968K +10,599 +79%
AFC
1942
AFT Forsyth & Company
Florida
$2.18M -$268K -2,935 -11%
AWP
1943
Ascent Wealth Partners
New York
$2.18M +$130K +1,426 +6%
DC
1944
DeDora Capital
California
$2.17M +$160K +1,748 +8%
AB
1945
Atlas Brown
Kentucky
$2.17M +$170K +1,867 +9%
PV
1946
Private Vista
Illinois
$2.17M +$1.57M +17,150 +259%
ACP
1947
Aviance Capital Partners
Florida
$2.16M -$12.7K -139 -0.6%
DSAM
1948
Dock Street Asset Management
Florida
$2.16M -$783K -8,583 -27%
BCFS
1949
Butensky & Cohen Financial Security
Florida
$2.16M -$273K -2,990 -11%
VFPI
1950
Vantage Financial Partners (Illinois)
Illinois
$2.15M +$128K +1,400 +6%
76 77
78
79 80