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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 %
SAM
1926
Shamrock Asset Management
Texas
$2.64M -$9.17K -93 -0.3%
MFBTD
1927
MB Financial Bank - Trust Department
Illinois
$2.63M +$49.3K +500 +2%
WCM
1928
Whitener Capital Management
North Carolina
$2.62M +$64.1K +650 +3%
GCA
1929
Gideon Capital Advisors
New York
$2.62M +$2.62M +26,578 New
EAM
1930
Evanson Asset Management
California
$2.62M +$42.1K +427 +2%
EWG
1931
Executive Wealth Group
Washington
$2.61M +$3.16K +32 +0.1%
AF
1932
Allworth Financial
California
$2.6M -$78.3K -794 -3%
DMC
1933
Drexel Morgan & Co
Pennsylvania
$2.6M +$29.7K +301 +1%
PCMC
1934
Paragon Capital Management (Colorado)
Colorado
$2.58M +$1.38K +14 +0.1%
PL
1935
Plancorp LLC
Missouri
$2.57M +$31.1K +315 +1%
CC
1936
Cedar Capital
Illinois
$2.57M +$662K +6,719 +35%
RCIM
1937
Russell Clark Investment Management
United Kingdom
$2.56M – – –
IIA
1938
IPG Investment Advisors
California
$2.56M +$283K +2,874 +12%
FI
1939
Fosun International
China
$2.56M +$844K +7,390 +49%
WP
1940
WealthPLAN Partners
Nebraska
$2.55M +$37.7K +382 +1%
AWA
1941
Arete Wealth Advisors
Illinois
$2.54M +$1.12M +11,324 +78%
SS
1942
Sunbelt Securities
Texas
$2.54M +$522K +5,293 +26%
HCM
1943
Highbridge Capital Management
New York
$2.53M -$17.3M -175,500 -87%
VIA
1944
Vident Investment Advisory
Georgia
$2.52M +$1.47M +14,883 +140%
EWM
1945
Endurance Wealth Management
Rhode Island
$2.51M – – –
HFA
1946
HC Financial Advisors
California
$2.51M -$23K -233 -0.9%
ACC
1947
Accident Compensation Corp
New Zealand
$2.5M -$59.2K -600 -2%
FFC
1948
First Financial Corp
Indiana
$2.49M -$82.7K -838 -3%
CCG
1949
Ceeto Capital Group
Florida
$2.49M – – –
HFBOT
1950
Home Federal Bank of Tennessee
Tennessee
$2.48M +$80.4K +815 +3%
76 77
78
79 80